Barclays has lowered Tesla's stock price target by 15%, citing challenges in achieving growth by 2025 and weaker fundamentals. The firm maintains an equal weight rating but highlights that CEO Elon Musk's narrative could influence investor sentiment during the upcoming Q1 earnings call. Analysts emphasize that Musk's association with the Trump administration poses significant risks to Tesla's brand. Other firms echoed this sentiment, suggesting Musk should focus on his CEO responsibilities rather than government involvement, as his decisions will critically affect Tesla's future and brand perception.
Musk's involvement with President Trump and his administration has caused some waves in the perception of the Tesla brand.
We view this as a fork in the road time: if Musk leaves the White House, there will be permanent brand damage... but if he chooses to stay with Trump, brand damage will grow.
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