Experts in Tesla are gradually becoming more optimistic – not least because of Elon Musk’s new focus on the group. But geopolitical risks & Co. throw shadows on the euphoria.

• Musk focuses more on Tesla again
• Geopolitical hurdles and weakening demand
• Analysts see potential again

At Tesla it was very turbulent recently, it ended in a “disaster quartal”. In the first business quarter 2025, the electric autopionier earned $ 0.27 per share after $ 0.45 in the comparison period of the previous year. The profit broke a whopping 71 percent to $ 409 million. Meanwhile, $ 19.335 billion was implemented in the past annual quarter of $ 21.30 billion.

Since the beginning of the year, the Tesla share at Nasdaq has been a discount of around 30 percent on the spa board to $ 282.16 (as of April 30, 2025).

Musks Focus on Tesla again

In view of the latest developments, CEO insured Elon Musk But as part of the number template to want to focus more on Tesla again and thus “considerably” less time in Washington. Musk emphasized the “decisive work” of the authority of government efficiency “largely done” during a conference call. This seems to be well received by investors, the paper of the electric car manufacturer has increased by more than twelve percent in the past five days (as of April 30, 2025).

Also analysts welcome this change of course – you see it a sign of hope for a new era near Tesla, which is largely fueled by Musk, who wants to resemble the company more. Wedbush analyst Dan Ives, for example, looks more confident about the “new chapter”. “It was more important than numbers that Musk is now changing a course, speaking to shareholders and employees, turning off the Doge/Trump White House and was again able to get involved as CEO of Tesla,” says Marketwatch from a customer message. The Tesla boss “said this loudly and clearly in a conference call that we consider as a turning point in Tesla history”.

The challenges remain

Investors had recently increasingly unsettled the distractions. But Musk’s realignment may sound as promising – it comes at a critical time. Tesla is under pressure, both through geopolitical tensions with China and through a changing market for electric vehicles. In China and Europe in particular, political controversy around Musk and US tariffs could negatively influence demand.

In particular, the dogue engagement recently came under criticism, since the political character is also seen as a risk to the Tesla brand. In addition, Musk seemed distracted because he pursued too many different tasks at the same time. Nevertheless, the CEO is only a part of Tesla’s success, which limits its influence.

IVES von Wedbush also sees the car manufacturer faced with further headwinds in the coming year. Nevertheless, he emphasized how important it was that Elon Musk is now returning to Tesla – especially with a view to the development of a cheaper model and the planned expansion of the robotaxi business.

Against this background, it should still remain exciting: “We expect consumers’ counter -reactions to Elons polarizing politics will continue to affect demand, especially in China and Europe. In addition, we expect the counter -reactions to President Trump’s customs policy to persuade Chinese consumers – or in this case Chinese – products instead of buying Tesla vehicles,” says Marketwatch Andres Sheppards, analyst at Cantor Fitzgerald, disregard.

Tesla share with potential

Nevertheless, some analysts now see more clearly upward potential. While Ives, for example, maintained his “outperform” rating for the Tesla share, he raised the price target from 315 to $ 350. Analyst Andres Sheppard by Cantor Fitzgerald is also mostly optimistic, and according to him, the recent decline could certainly offer an attractive chance of starting. He emphasized the importance that Musk withdraws his Doge engagement. Sheppard therefore kept his “overweight” rating, but lowered the price target from $ 425 to $ 355.

Meanwhile, Chris Pierce von Needham remains cautious: “We react sensitively to short -term political headwinds that dampen the demand, but have not yet heard a convincing reason that the demand for Tesla should quickly recover,” says Marketwatch from a message to customers. In his opinion, Tesla’s automotive business is “still under pressure because a recovery in demand is difficult in sight”, which is why he continues to classify the paper with “keeping”.

Musk’s return to his CEO role should certainly be interpreted as a positive signal – but it should not be enough alone to get Tesla back on track in the long term. The group still faces structural challenges.

Editor finance.net

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