‘Keep your horses in front of earnings,’ Oppenheimer says of the Tesla share

Tesla (NASDAQ: TSLA? is a story that has always hung up being much more than an carmaker, and this tale is only set to get stronger over time.

These days, the EV leader has other priorities -something Oppenheimer -Analyst Colin Rusch believes the company will emphasize during the upcoming Q4 earnings call scheduled for this Wednesday (January 29).

“We expect TSLA to continue Street Stock Pros.

5-star analysts’ projections for 2025 include 9% unit growth and increases to 12% by 2026. Rusch also expects the company to repeat its intention to start the production of Model 2 in 2H25.

In addition to vehicles, Tesla is likely to continue to emphasize the “strong demand and margin strength” of its stationary warehouse projects. Rusch predicts the impact of new Chinese battery impairment rates, but predicts that Tesla will mitigate the effects of transferring most of the costs to customers and cooperation with non-Chinese suppliers to “supplement the supply and utilize its purchasing power to a cost advantage.”

However, that kind of thing has taken a back seat for the Tesla narrative recently considering Musk’s relationship with Trump and his position in the new administration. However, it is a bit of a risky game, with Rusch that sees the Trump/Musk relationship as a “Keyvariable for stocks.”

The analyst expects Musk to bring attention to his influence on the American political landscape, but there is still a significant risk to the relationship between Trump and Musk, which could potentially threaten Tesla’s benefit from it.

“We expect a challenging budget match for Trump’s tax cuts and consider DODE-related savings as important to finance these cuts,” Opined Rusch. “We see Dog’s success as the first test of Trump/ Musk’s relationship and precursor to Trump, supporting TSLA’s legislative agenda.”

As for funding, Rusch has now lowered most of his estimates to explain to slow down demand in the US and the EU. The analyst’s respective FY24E delivery, revenue and adjusted EPS forecasts now make up 1.79 million, $ 99.5 billion and $ 2.52 (formerly 1.81 million, $ 100.3 billion and $ 2.52). For FY25, Rusch’s respective delivery, revenue and adjusted EPS forecasts are now 1.95 million, $ 111.6 billion and $ 3.08 (formerly 2.20 million, $ 123.6 billion and $ 3.51).

“We remain careful with TSLA’s underlying basic and relative autonomous technological position,” summed up Rusch. Consequently, the analyst assigns an execution of an execution (ie neutral) to Tesla shares without proposing a price target. (Click here to see Ruschs Track Record)

Other analysts have goals, with the average landing of the street to $ 345.11 – indicating a potential 15% disadvantage. As for ratings, Tesla has a team consensus assessment, derived from a mix of 13 buyer, 12 grips and 9 sales. (See TSLA stock forecast?

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Disclaimer: The statements expressed in this article are solely as the highlighted analyst. The content is intended only to be used for information purposes. It is very important to perform your own analysis before making any investment.