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Elon Musk According to some people, President Donald Trump ‘The first buddy. ‘But the steps of Trump administration to deprive many policies representing EV forced some investors, Tesla analysts, analysts and EV to insist that it will be catastrophically for the company, the largest EV manufacturer today.
More bullish analysts say otherwise: what White House Musk The presence can be a good for Tesla, whose future is autonomous and robotics.
“The story for Tesla, which goes forward, is autonomous and robotics, and we never regarded Tesla as a car company,” said the senior analyst at Wedbush Dan Jus.
Handler Trump in the post“It changes the normative environment for autonomous vehicles massively,” he added.
“I think you will have a federal road map that says that the rate for centuries has become a Musk on Trump,” he said.
More bearish analysts and investors are not so sure.
Gerber CEO Ross Gerber is one of them. Gerber told CNBC that his firm occupies about 280,000 Tesla shares, which is just over half what he had at the highest point of the stock.
“I do not see where Tesla comes from, because the fact that autonomy does not work is still not working,” Gerber said. “I literally accept my Cybert. I can’t drive five minutes without turning off. And then Waymos just look like to ride around me like crazy. And I like, we’re just not there. And I don’t think the equipment will make us there, and people do not buy vehicles. “
According to Gerber, people do not buy vehicles from the support of Trump Musk and its activity in the White House.
“Elon is probably the most hated man in the world,” he said. “Most people around the world, you know, hate Elon. And the way they bring it is on Tesla. And it’s really annoying.”
The data shows that TESLA sales have fallen in several European countries – as much as 60% in Germany in the first two months of 2025 during the same period of the previous year.
Meanwhile, the Trump administration strives for a policy that helped EV producers like Tesla. The administration issued with the executive order on January 20, considering “the elimination of unjust subsidies and other ill -considered government imposed on market distortions contributing to EVS.”
At least one variant of each model selling Tesla is entitled to a federal loan, more than any other automaker.
“If President Trump gets rid of $ 7,500, each Tesla car has just increased by $ 7,500,” said Gordon Johnson Glj Research. “It doesn’t matter how you twist it. This is a huge negative, given, I think 60% of America cannot afford an unexpected $ 600 account.”
Tesla earned billions by selling government loans to other automakers.
Both at the federal and state level, state rules mandat that automakers sell a certain percentage of vehicles with low emissions or zero emissions. If they cannot satisfy the quotas, they must buy loans from another automaker. Since Tesla does only Evs, she has done a lot of what Gerber calls “free money” by selling these loans to other outdated automakers. In 2024, Tesla pulled more than $ 2.7 billion from these loans. Although this is a small share of Tesla’s $ 97.7 billion income that year, Johnson stated that most of the free Tesla cash flow is from these loans.
“Our analysis suggests that during the life of Tesla, when you take out these EV loans, their free cash flow is actually negative,” Johnson said.
In January, the order of Trump also demanded pauses for the payment of funds to charge electric vehicles.
Tesla received about $ 31 million from National Infrastructure The program, the Federal Biden Financing Era Program for Boarding Charges around the US Tesla has received about 6% of all funds of the program.
Bulls claims that the disappearance of EV tax credits, regulatory loans and even repayment of funds either will not be significantly damaged, or even help, Tesla, knocking out competitors that have no scale to build EV beneficial.
“Tesla is the only one who makes money,” said director Stephen Gengar. “They can afford to stimulate sales and reduce costs.”
