Piper Sandler favors used vehicle technology stocks Carvana, ACV Auctions

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New Street Positive on Tesla (TSLA) into April Earnings

March 24, 2025 10:46 AM EDT

New Street Positive on Tesla (NASDAQ: TSLA) into April Earnings

"Tesla: Bad quarter in expectations. Will be the trough, expect a good recovery beyond"... More

Why Rivian is not likely to overcome its scale disadvantage: Bernstien

March 21, 2025 7:00 PM EDT

Rivian Automotive's (NASDAQ: RIVN) brand has generated excitement, but the company faces long-term challenges related to scale, according to Bernstein analysts, who rate the stock Underperform with a $6.10 price target.

While Rivian has seen impressive early adoption, low U.S. battery electric vehicle (BEV) penetration and a limited product lineup restrict its addressable market.

Bernstein forecasts that BEV growth and new models (R2, R3)... More

Tesla (TSLA) PT Lowered to $410 at Morgan Stanley, 'We accordingly lower 1Q25 deliveries to 351k (-9.3% y/y) vs. 415k (+7.3% y/y) previously'

March 20, 2025 4:10 PM EDT

Morgan Stanley analyst Adam Jonas lowered the price target on Tesla (NASDAQ: TSLA) to $410.00 (from $430.00) while maintaining a Overweight rating.

The analyst comments "We reiterate our view that while Tesla's YTD auto deliveries have been mostly below expectations, it is not particularly narrative changing for our investment thesis. With this report, we lower Tesla's auto deliveries for both the first quarter and the full year driven by competition, an aging lineup and a buyers strike from negative brand sentiment and upcoming new product... More