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Musk Needs To 'Navigate Brand Crisis Or Else,' Warns Analyst, Tesla 'Delivery Number Was A Disaster For The Bulls' - Tesla (NASDAQ:TSLA)

Tesla reported Q1 2025 deliveries of 336,681 vehicles on April 2, falling short of Wall Street's 352,000 estimate.
Analysts had lowered forecasts, and Tesla cited production losses from Model Y ramp-up at all factories as a cause.
Tesla's deliveries slumped 13% year-over-year and hit a nearly three-year low, with weakness in China, the US, and Europe.
Wedbush analyst Dan Ives stated, "We are not going to look at these numbers with rose colored glasses," calling it a disaster.
The stock initially dropped but rebounded, and analysts suggest Musk needs to balance Tesla with other duties amid rising competition.

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The Globe & Mail

Center

Can Elon Musk Save the Day for TSLA Stock After Tesla’s Q1 Delivery ‘Disaster’?

Detailed price information for Tesla Inc (TSLA-Q) from The Globe and Mail including charting and trades.

22 hours ago·Canada

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Benzinga

Center

Musk Needs To 'Navigate Brand Crisis Or Else,' Warns Analyst, Tesla 'Delivery Number Was A Disaster For The Bulls' - Tesla (NASDAQ:TSLA)

Tesla analyst Daniel Ives is out with some criticism of the company's CEO Elon Musk after Q1 deliveries disappointed.

2 days ago·New York, United States

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Electrek

Lean Left

Tesla's delivery miss means bigger brand issues in the US, Cybertruck is dead weight

Tesla’s big delivery miss means the automaker has bigger brand issues than expected in the US, and the Cybertruck is absolutely unsellable. It’s worse than anyone expected. more…

2 days ago

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The Motley Fool UK

Could Tesla’s share price jump over the next 12 months? These analysts think so!

Tesla‘s (NASDAQ:TSLA) share price has been on a roller coaster in recent months. After rising sharply at the back end of last year, it’s collapsed 29.5% since the start of 2025. Signs of a growing image crisis, combined with fears over how a potential trade war could hit revenues and costs, have driven Tesla shares sharply lower. However, analysts believe the company should rebound before too long. But just how realistic are these price estimate…

8 hours ago

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BizToc

Here’s what TSLA analysts are saying about Tesla’s big delivery miss

Most Wall Street analysts covering Tesla’s stock (TSLA) badly misread the automaker’s delivery volumes this quarter. Some of them have started releasing notes to clients following Tesla’s production and delivery results. Here’s what they have to say: According to Tesla-compiled analyst consensus,…

13 hours ago

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IBTimes UK

Tesla Still Has Potential – But Musk's Political Drama Must End

Tesla (NASDAQ:TSLA) shares tanked as much as 8% during premarket hours on Thursday to £197.46 ($260.10) apiece after Q1 deliveries significantly missed consensus estimates. The EV maker reported 336,681 deliveries for Q1 2025, well below the Street's estimate of 352,000. Tesla attributed the grim numbers to weeks of lost production during the quarter amid the ramp of its new Model Y across all production factories. Demand for Tesla EVs faltered …

14 hours ago·United Kingdom

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