Tesla (TSLA) PT Lowered to $475 at Mizuho

Mizuho analyst Vijay Rakesh lowered the price target on Tesla (NASDAQ: TSLA) to $475.00 (from $485.00) while maintaining a Outperform rating.

The analyst commented: "We are Lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries. We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength."

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