Analyst Downgrades Tesla: Why Elon Musk’s EV Giant Is Now a Sell

DrackNight

Tesla stock just got downgraded — and one Wall Street analyst says it’s time to sell. In this video, we break down why Tesla’s outlook has shifted, what’s driving concerns over demand, margins, and competition, and how this downgrade could impact Elon Musk’s EV giant in the stock market.  ✅ Why analysts are turning cautious on Tesla ✅ Key risks facing the EV industry right now ✅ What this downgrade means for investors  Stay updated on the latest market moves and expert insights.  #Tesla #ElonMusk #StockMarket #EV #Investing

Transcript

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02:49nghĩa a pullback

02:51is coming here.

02:54Longer term,

02:55we like the fact

02:56that they're in the

02:57industries of the future,

02:59autonomous driving,

03:00increasingly in robotics.

03:02There's a lot of reasons

03:03to be bullish on the stock

03:05looking out 5 to 10 years from now.

03:07It's just that the near term,

03:09I think analysts

03:10have really overestimated

03:12the earnings

03:12and there's a lack of understanding

03:13just how much of an adverse impact

03:16that law is going to have

03:18on Tesla's bottom line.

03:19Starting with the third quarter.

03:22Can I ask you about

03:23autonomous and AI,

03:24which you brought up there?

03:25Dan Ives over at Wedbush.

03:27Now, he, of course,

03:27bull of bulls on the name, right?

03:29He told his clients, Garrett,

03:31Tesla is in pole position

03:32to be a clear leader

03:33in the autonomous market

03:34opportunity of robo-taxis.

03:36He says set to scale

03:38to 30 to 35 cities

03:39in the U.S. over the next year.

03:40Says we believe the AI future

03:42at Tesla is worth $1 trillion

03:43to the valuation alone

03:46over the next few years.

03:47What is your response

03:48to Mr. Ives there?

03:49Do you agree with that?

03:51I mean, look,

03:52there's a lot of reasons

03:53for optimism there.

03:55In our view, though,

03:56their full self-driving

03:57where it is today

03:58is not ready for prime time.

04:01You know,

04:01they're only in Austin

04:02in the Bay Area right now.

04:05And you can go online,

04:06find any number of videos

04:08that have been uploaded

04:09in recent weeks

04:10where, you know,

04:11the software is taking

04:13a vehicle the wrong way

04:15into oncoming traffic.

04:17It's just not quite ready

04:18for prime time.

04:19And so I think Tesla

04:20is going to continue

04:21to be careful

04:23about rolling this out

04:24to other markets

04:25until it's proven

04:27that it is safe

04:28and it is ready

04:28for mass adoption.

04:30But, you know,

04:31the other thing

04:32I would say

04:32is that

04:33on Tesla's

04:35last earnings call

04:35in July,

04:36you know,

04:36Elon Musk acknowledged

04:38the possibility

04:40of a rough few quarters

04:41ahead for the company.

04:42We think investors

04:44should take him

04:45at his word.

04:46What about the pay package,

04:47Garrett,

04:48for Mr. Musk?

04:50The $1 trillion man,

04:52potentially.

04:53I'm curious,

04:53as an analyst,

04:54covering the name

04:54what you made of that.

04:55Did that remove

04:56kind of one key risk, Garrett,

04:58that folks did talk about

04:59that Mr. Musk

05:00might leave Tesla?

05:03It does.

05:05And we would expect,

05:06we do think shareholders

05:08will approve

05:09that pay package

05:09at the annual meeting

05:11in November.

05:13What we've seen

05:13over time continuously

05:15is that shareholders

05:17have shown support

05:19for Musk.

05:20Obviously,

05:21he's delivered

05:21for them over time.

05:23If you've been

05:23a long-term shareholder,

05:24you've done very well.

05:26And so,

05:27we also like the fact

05:30that it really aligns

05:31Musk's interest

05:32with the interests

05:33of shareholders.

05:34He doesn't even

05:34meet the first tranche

05:36under this new

05:37pay package proposal

05:39until the stock

05:41essentially doubles

05:42in price

05:44from where it is today.

05:45So,

05:46the goals

05:50are very lofty

05:51for this pay package

05:53as they were

05:54back in 2018.

05:55And he,

05:56in fact,

05:57he succeeded

05:57in meeting

05:58every one

05:58of those thresholds.

06:00He did indeed.

06:01Garrett,

06:02thanks so much

06:02for your time today.

06:03Appreciate it.

06:03Thank you.

06:05Thank you.

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