Wedbush analyst Dan Ives sees Elon Musk as “war times” CEO: With his AI strategy and robotaxis, he drives Tesla’s future and is “the most important capital of the company”.
• Expert describes Musk as “war times” CEO
• AI and robotaxis should drive Tesla’s future
• share in the upward trend
Tesla CEO Elon Musk is described by Wedbush analyst Dan Ives as “war times” CEO. He primarily praises Musk’s vision about artificial intelligence: “Musk is driving this vision and is now in a ‘war period CEO’ mode, which for Tesla-bull music in the ears is with the AI set-up, which is currently taking place in the tech world,” says Barron’s.
Ives describes KI as a $ 1 billion chance for the company and sees Musk as “the most important capital of the company,” it said. He also expects Musk to remain at Tesla with his new remuneration package by 2030.
Musk as a strategic leader in the AI race?
The analyst not only sees Musk as a managing director, but as a decisive driver for Tesla’s position in the autonomous market. According to Barron’s, Ives emphasizes: “We consider this autonomous chapter as one of the most important for Musk and Tesla in the history of the company”.
According to Ives, the fact that car sales in the first half of 2025 with around 721,000 vehicles sold were declining by about 13 percent by around 13 percent. Rather, the focus is on AI projects and the construction of the Robotaxi network in the USA.
“Investors begin over the short-term demand for tons for Tesla and realize that Tesla is in a pole position to be a clear leader in the market for autonomous driving, whereby robotaxis will be expanded to 30 to 35 cities in the USA next year,” the analyst wrote according to Barron’s. Tesla has already received permits for tests in Las Vegas and has been carrying out a small AI-based robotaxi pilot project in Texas since June.
Tesla share reacts to Musk’s “War times” strategy
The Tesla share has recently increased strongly: the plus is 26.66 percent on a month’s point of view. In the past 5 days alone, the share has won 3.98 percent to $ 425.85 (closing price of September 24, 2025). This enabled the papers to completely make up for their previous annual losses.
While WEDBUH calls a price target of $ 500 for the Tesla share, the average analyst destination, according to Tipranks, is significantly below (as of September 24, 2025). This makes it clear that many experts do not share Ives’ optimism.
According to experts, it depends on whether Musk can actually translate the role attributed by analyst Dan Ives as “war times” CEO into rising profits on how quickly Tesla can scal its AI strategies. It remains to be seen whether Ives keeps up with his ambitious forecast in the end.
Bettina Schneider / Editor Finanzen.net
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