Political Anger at Musk, TSLA Likely to “Fade” Over Longer Term, Well-Known Analyst Says

Larry Ramer

Wed, Apr 2, 2025, 7:22 AM 2 min read

Speaking connected CNBC yesterday, earlier Tesla (TSLA) announced lower-than-expected deliveries for the archetypal 4th today, Deepwater expert Gene Munter predicted that choler implicit Elon Musk's governmental stances would astir apt "fade" successful the medium-to-long term.

The well-known expert predicted that Tesla's transportation information would steadily amended arsenic the twelvemonth goes on.

"Fatigue" Will Help TSLA, Munster Says

"People volition get fatigued astir the Musk governmental narrative...The company's nationalist marque issues volition slice arsenic radical determination connected and commencement talking astir different things," Munster predicted.

TSLA Delivery Data to Rebound successful Rest of 2025, EPS to Surge Next Year

In Q2, Tesla's deliveries volition autumn 10% to 12% year-over-year, earlier retreating 5% YOY successful Q3 and expanding "a fewer percent" successful Q4, Munster believes.

As acold arsenic net per share, Munster expects the institution to make $2 to $2.20 of EPS this twelvemonth and $3 to $3.40 successful 2026.

 TSLA Will Shine Over the Long Term, Munster Says

Like astir TSLA bulls, Munster believes that the company's innovations successful robotaxis and robotics volition yet boost TSLA stock.

Calling 2025 "a throwaway, modulation year" for the firm, Munster said that investing successful TSLA banal is "ultimately astir carnal AI."

While we admit the imaginable of TSLA, our condemnation lies successful the content that immoderate AI stocks clasp greater committedness for delivering higher returns, and doing truthful wrong a shorter clip frame. If you are looking for an AI banal that is much promising than TSLA but that trades astatine little than 5 times its earnings, cheque retired our study astir the cheapest AI stock.