Tesla's recent Q1 2025 delivery figures fell short of Wall Street expectations, with 336,681 units delivered. This represents a substantial decline from projections of 352,000 and whisper numbers around 350,000. Despite attributing part of the disappointing performance to lost production weeks during the Model Y ramp-up, analyst Dan Ives described the results as a 'disaster on every metric.' Ives emphasized it's critical for CEO Elon Musk to reassess his political involvement, suggesting it harms Tesla's brand. Investors' reactions were mixed; although the stock initially dropped over 5%, it rebounded by 8% after news of Musk potentially reducing his political engagements.
The Street and us knew a bad 1Q was coming but this was even worse than expected. The time has come for Musk....it's a fork in the road moment. The more political he gets with DOGE the more the brand suffers, there is no debate. This quarter was an example of the damage Musk is causing Tesla. This continues to be a moment of truth for Musk to navigate this brand tornado crisis moment and get onto the other side of this dark chapter for Tesla with much better days ahead.
This could be part of the reason that the company experienced a quarter of this performance, but there are also factors stemming from CEO Elon Musk's involvement in the U.S. government, which has created some pushback in various markets.
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