周一盘中，特斯拉股价一度下跌逾5%，至237.44美元，较去年12月17日479.86美元的收盘高点下跌了约一半。截至收盘，特斯拉股价跌4.79%，报238.01美元。年初至今，特斯拉股价累计下跌近四成，跌幅远逊于标普500指数。On Monday, Mizuho Analyst lowered the Target Price for Tesla from $515 to $430, citing weak demand for the automaker under the uncertainty surrounding tariffs; Mizuho currently expects Tesla to deliver 1.8 million Autos this year and 2.3 million Autos in 2026, lower than the previously estimated 2.3 million Autos and 2.9 million Autos.
Recently, Tesla has faced a tumultuous period, encountering "Waterloo" in sales across several key markets and experiencing strong resistance in the USA. Major investment banks on Wall Street have been lowering their Target Prices for Tesla, with Mizuho being the latest.
On Monday, Mizuho Analyst lowered the Target Price for Tesla from $515 to $430 in a report, citing weak demand for the automaker amid tariff uncertainty.
During Monday's session, Tesla's stock price dropped over 5% at one point to $237.44, about half of the closing high of $479.86 on December 17 of last year. By the close, Tesla's stock price fell 4.79%, ending at $238.01. Year-to-date, Tesla's stock price has declined nearly 40%, trailing the S&P 500 Index significantly.
Mizuho stated that it currently expects Tesla to deliver 1.8 million Autos this year and 2.3 million Autos in 2026, lower than its previous estimates of 2.3 million Autos and 2.9 million Autos.
The bank stated that Tesla's sales in February could underperform the overall Autos market, especially in the USA, Europe, and China.
Mizuho Analyst mentioned that Tesla's sales difficulties can partly be attributed to worsening geopolitical conditions and reduced brand recognition. Tesla CEO Elon Musk's deep involvement in US politics, leading the Department of Efficiency in the Trump administration, has recently raised concerns that the protests and negative reports against Tesla might harm its sales.
Analysts also pointed out that Tesla faces increasingly fierce competition in China, and that demand for the updated Model Y is below expectations.
Mizuho's Target Price is much higher than the roughly $367 consensus Target Price given by Analysts tracked by the financial technology provider Visible Alpha.
Last week, Analysts from Wells Fargo & Co and JPMorgan lowered their Target Prices for Tesla to $130 and $120 respectively, suggesting that the stock still has significant downside potential.
Last week, Tesla warned in a letter to the Office of the United States Trade Representative (USTR) that President Trump's trade war could make it a target for retaliatory tariffs against the USA and increase the cost of manufacturing Autos in the USA.
Editor/lambor
