Tesla investors brace for another year of sales decline as Musk backlash grows

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CEO Elon Musk promised that Tesla would return to growth this year after the company reduced its first sales in 2024. But the difficulties seem to stand up against it.

Numerous protests in many countries against the involvement of billionaires in the administration of US President Donald Trump and against right politics in Europe have once tarnished the image of a brand of well -known electric vehicles. It was an important factor behind Tesla that posted a 13 % reduction in quarterly supply, which is the weakest in about three years.

Now, investors and analysts are braking this year to reduce Tesla’s sales again.

“This is our first look at the effects of the recent brand damage,” said Jane Munster, a managing partner of the Deep Water Asset Administration.

The Minister is estimated that the supply of 2025 will be less than 9.0 % last year from 1.79 million Tesla.

This is not all politics. Fans have long been upset over the aging line -up of the car maker company, even as rivals including BYD in China – where the competition is particularly tough – has introduced EVs that compete with the popular Tesla Model Y SUV. In Europe too, Tesla is losing the ground.

The company refreshed Model Wi, with the supply in China at the end of February, and investors are seeing whether it makes a difference in sale in the incoming quarters.

Nevertheless, Deutsche Bank analysts are expected to reduce sales by 5.0 % this year, and assuming that Tesla’s anticipated cheap car is a surprising rollout. He said that Tesla is expected to prefer the volume of delivery at the price of the margin this year with more privileges and profitable financial deals.

Tesla has not announced when a cheap model will be launched and at what cost.

Gary Black, Managing Partner of the Tesla Share Holder The Future Fund, expects the company’s 2025 supply and profit “will decrease”, then if a cheap vehicle is the only naked bonus version of an existing model rather than a new product that appeals to more and more consumers. Barclass analysts said the first quarter delivery number “has a difficult way for a flat year in the volume of the year in 2025”.

Last year, Musk promised to increase the volume of 20 % to 30 % in 2025. They did not repeat it in January, instead, Tesla is “working hard” to expand its annual volumes.

On Wednesday, Tesla said that the production lines that re -produced for the fresh model Wi in all four factories caused the loss of production of several weeks in the first quarter.

The company did not respond to further comment requests.

Damage to the brand

On Thursday, after the announcement of the expected revenue and delivery from Trump’s Steper on Wednesday, the Tesla stock closed 5.5 percent.

Seat

According to Forbes, it is 45 % lower than the top of 8 488.54 in mid -December, though Kasturi is the richest person in the world.

Musk has said that revenue will mean more for the EV maker, which imports plenty of materials used to make batteries.

Morning star analysts said revenue on such parts could increase the cost of Tesla’s vehicle by at least 5.0 percent to 10 percent.

But it is the embrace of Musk’s right -wing politics in Europe and works as a Trump adviser to the government’s performance (DOGE), who oversees the US federal manpower for steadfast deductions and funds for human sympathy projects that are more expensive for Tesla.

Tesla cars, showrooms and charging stations have been vandalized, indicating the Trump administration to launch an investigation and threaten strict action.

On Saturday, a protest in front of a showroom east of San Francisco, hundreds of people took to the streets with play cards and megphones, and demanded consumers to boycott Tesla cars and stocks. The passing motorcycles respected and gave happiness in support.

“It could have been a performance,” said Richiel Mazar, a 66 -year -old retired nurse who participated in the protest. “It is a very dangerous force in our country right now,” he said.

Politico reported on Wednesday that Musk was planning to withdraw from his Dodge role before expected, but the White House said he would leave when he was completed.

Dan Evas, a famous Bell of Tesla, a famous bull in Tesla, said that Musk’s involvement in the Dodge is not sustainable and that the longer time the Dodge lasts increases the risk of Tesla’s story and may suffer a permanent brand damage. “