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Barclays analyst Dan Levy has maintained an Equalweight rating on Tesla stock with a price target of $325, noting a first-quarter production of 363,000 vehicles, which fell short of expectations. The company faces challenges, including an unexpected inventory build and a gross profit margin of 17.86%, while upcoming production figures and the launch of the Model 2.5 will be crucial for future performance. Additionally, Tesla reported a 11.5% decline in sales of its China-made vehicles in March year-over-year, despite a significant month-over-month increase.
Barclays analyst Dan Levy has maintained an Equalweight rating on Tesla (NASDAQ: TSLA) with a price target of $325.00, citing a challenging outlook following weak first-quarter production results. The analyst's comments highlight concerns about the company's performance trajectory.
Goldman Sachs analyst Mark Delaney warned that a 25% Trump tariff on imported cars could raise prices by $5,000 to $15,000, impacting both imported and locally made vehicles due to increased production costs. The auto industry reacted with concern, predicting higher prices and fewer options for consumers, while the United Auto Workers union viewed the tariffs as a positive step for job creation in the U.S.
Barclays analyst Dan Levy has maintained an Equalweight rating on Tesla stock, with a price target of $325, as the company faces scrutiny over anticipated first-quarter deliveries of around 350,000 units, below the consensus estimate of 400,000. This marks a significant decline from previous periods, with a 30% sequential drop and a 10% year-over-year decrease. Additionally, Tesla is expected to reduce its inventory by about 20,000 units due to decreased production in China and adjustments in global production for the Model Y.
Barclays analyst Dan Levy has reaffirmed an Equalweight rating on Tesla (NASDAQ: TSLA) with a price target of $325.00. This decision reflects the analyst's assessment of the company's current market position and outlook.
Barclays warns that recent tariffs imposed by President Trump could eliminate profits for Detroit's Big Three automakers—General Motors, Ford, and Stellantis—due to their reliance on imports from Canada and Mexico. A 25% tariff could raise vehicle costs by $2,500 to $3,500, significantly impacting the automotive sector. While domestic carmakers hope for exemptions under the USMCA, shares of GM, Stellantis, and Ford fell sharply following the announcement.
Elon Musk faces significant challenges as Tesla grapples with declining sales in Europe and potential regulatory scrutiny amid new tariffs. Analysts suggest that the company's transition from an automotive focus to AI and robotics may be crucial for future growth, despite ongoing investigations and political pressures. With tariffs impacting supply chains and competition intensifying, Musk's influence is increasingly seen as a double-edged sword.
Tesla (TSLA) shares have dropped 25% in the past month, with Barclays analyst Dan Levy predicting further declines due to deteriorating fundamentals and limited short-term catalysts. He rates the stock a Hold with a $325 price target, noting potential interest in the upcoming Robotaxi launch in June. Currently, TSLA holds a consensus Hold rating among analysts, with an average price target of $357.68, suggesting an 18.52% upside.
Tesla's stock has dropped 25% in the past month, with Barclays analyst Dan Levy predicting further declines due to deteriorating fundamentals and limited short-term catalysts. He rates the stock a Hold with a $325 price target, while the consensus among 35 analysts is also a Hold, suggesting an average price target of $357.68, indicating potential upside. The upcoming Robotaxi launch in June may provide a glimmer of hope, though Levy warns of a possible "sell the news" reaction.
Dan Levy, a senior equity research analyst at Barclays, discussed Tesla's recent earnings miss and the surprising resilience of its stock price, which trades at 125 times earnings. He attributed this buoyancy to investor enthusiasm for Tesla's advancements in autonomous driving and AI, rather than its financial fundamentals, highlighting a significant disconnect between market performance and actual earnings. Despite fierce competition in the autonomous vehicle sector, Tesla's narrative power has led to a substantial increase in market cap, overshadowing traditional financial metrics.
Dan Levy
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Barclays maintains equalweight rating on Tesla with $325 price target
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