Rivian's New Edition, Spacex Delays, Tesla's Decline, And Nikola's Bankruptcy: This Week In Mobility
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 23 2025
0mins
Should l Buy TSLA?
Source: Benzinga
Rivian and Tesla Updates: Rivian launched a limited-edition R1 vehicle for off-road driving, while Tesla faced a significant sales slump in California, raising concerns about the impact of CEO Elon Musk's political actions.
SpaceX and Nikola Developments: SpaceX's CEO claimed delays in astronaut returns were politically motivated, while Nikola Corp filed for Chapter 11 bankruptcy, planning to auction its assets.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSLA is 401.93 USD with a low forecast of 25.28 USD and a high forecast of 600.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 397.210
Low
25.28
Averages
401.93
High
600.00
Current: 397.210
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Future Challenges: While Musk aims to become the world's first trillionaire, SpaceX needs to reach a valuation of approximately $1.6 trillion, facing regulatory scrutiny and ongoing investigations into xAI, which could impact his financial strategy.
See More
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- FSD Transfer Program Overview: Tesla has launched a limited-time FSD transfer program allowing customers to order a new vehicle and transfer the Full Self-Driving feature from their existing vehicle by March 31, 2026, aimed at enhancing customer experience and boosting new vehicle sales.
- Eligibility Requirements: Customers must be the legal owners of the current FSD vehicle, with both vehicles under the same Tesla account, ensuring a smooth transfer process that enhances customer loyalty to the Tesla brand.
- Transfer Conditions: Vehicles eligible for transfer must not be under lease, used for commercial purposes, or have unresolved financial issues, ensuring compliance and safety during the transfer process while minimizing potential legal risks.
- Policy Update Context: This program follows Tesla's announcement that the free FSD transfer service will end in March, demonstrating the company's flexibility in adjusting policies to meet market demands and customer feedback.
See More
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- Innovative Lunar New Year Entertainment: Shanghai-based Agibot showcased its humanoid robots in a nearly hour-long live-streamed variety show, featuring dance, acrobatics, and magic, attracting approximately 1.4 million viewers, significantly boosting public interest in robotics technology.
- CCTV Gala Participation: Unitree's 16 full-size humanoid robots performed alongside human dancers at the CCTV Spring Festival gala, receiving accolades from millions of viewers, further solidifying its market position in China and preparing for a potential IPO.
- Multi-Platform Broadcasting: Agibot's performance was streamed across various social media platforms, including RedNote, Weibo, and Douyin, highlighting its robots' applications in education, entertainment, and factories, thereby enhancing brand visibility.
- Industry Outlook: With the increasing use of humanoid robots in Lunar New Year celebrations, industry experts believe that human-computer interaction may evolve faster than anticipated, reflecting China's rapid advancements and market potential in robotics technology.
See More
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- New Model Launch: Tesla announced the Semi truck will be available in Standard and Long Range trims, with the Standard trim offering a range of 325 miles and an energy consumption of 1.7 kWh per mile, showcasing its competitiveness in the electric heavy-duty truck market.
- Production Scale Increase: CEO Elon Musk confirmed that Tesla will ramp up Semi truck production this year, marking a strategic expansion in the electric truck sector and expected to meet the growing market demand.
- First Delivery: Tesla has delivered the first Semi truck to German logistics company DHL, which operates the vehicle in California, traveling 100 miles per day and requiring weekly charging, indicating its feasibility and efficiency in real-world operations.
- Stock Performance: Tesla's stock surged 3.50% to $411.11 at market close on Friday, further gaining 0.66% to $413.83 during the overnight session, reflecting positive market expectations regarding the Semi truck's prospects.
See More
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- Significant Donations: Elon Musk has re-emerged as a major Republican donor ahead of the 2026 midterm elections, contributing at least $20 million to super PACs aligned with House and Senate GOP leadership, demonstrating his strong support for the party.
- Revived Trump Support: As the largest donor of the 2024 election cycle, Musk spent approximately $250 million supporting Trump and other Republicans, and recent donations suggest a stabilization of his relationship with Trump, which could impact the political landscape of upcoming elections.
- Engagement in Voting Debate: Musk recently entered the U.S. voting debate, warning that democracy is at risk if Congress does not enforce stricter proof-of-citizenship rules, a stance that may further enhance his influence within the Republican Party.
- Increased Political Complexity: While Musk's financial contributions are crucial for the GOP, his status as a politically polarizing figure may create a complicated political situation for the party, potentially affecting their election strategies and public image.
See More
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- FSD Impact on Trade Valuation: Tesla has announced that it will consider whether vehicles are running the FSD service to estimate trade-in values for all Model S, X, and Cybertruck vehicles, particularly those with the Luxe package, indicating the company's emphasis on the value of FSD.
- Updated FSD Transfer Terms: The automaker has updated its FSD transfer terms, stating that FSD software will impact trade-in values for Model S and X vehicles from the 2026 model year, reflecting efforts to enhance customer experience and value perception.
- Production Line Shift: CEO Elon Musk revealed that production of Model S and X will end by the quarter's close, with the Fremont facility shifting focus to Optimus production, indicating a strategic pivot that could affect future product lines and market positioning.
- Positive Market Reaction: Tesla's stock surged 3.50% to $411.11 at market close on Friday, further gaining 0.66% in after-hours trading, reflecting investor optimism regarding the company's new policies and potentially boosting market confidence.
See More
