Tesla's stock price has fallen for the longest time in 15 years! 800 billion market value is gone, where is the future?

Since Musk went to Washington to join the Trump administration, Tesla’s stock price has fallen for seven consecutive weeks, closing at $270.48 on Friday. This is the longest continuous decline in Tesla’s stock price since its listing 15 years ago.

Tesla’s stock price has fallen by more than 10% this week, reaching its lowest level since the US election on November 5th last year, when the stock closed at $251.44. Since the stock price peaked at nearly $480 on December 17th last year, Tesla’s market value has shrunk by far more than $800 billion.

This week, several Wall Street banks, including Bank of America, Baird and Goldman Sachs, lowered their price targets for Tesla.

Analysts at US Bank lowered Tesla’s target stock price from $490 to $380, citing concerns about declining new car sales and Musk’s recent lack of updates on “low-cost models”.

Goldman Sachs lowered Tesla’s target stock price from $345 to $320. Goldman Sachs also pointed out that Tesla’s electric vehicle sales in Europe, China, and some parts of the US declined in the first two months of this year

Goldman Sachs analysts pointed out that Tesla faces a “severe competitive environment of FSD” in China, and its main competitors “usually do not need to purchase software separately for intelligent driving functions”. FSD, which stands for fully autonomous driving (supervised version), is Tesla’s partial autonomous driving system, which the company sells as an advanced option in the US.

Tesla’s stock price has fallen for 7 consecutive weeks, setting a record for the past 15 years

Baird added Tesla to the “bearish new option” this week. The company’s analysts wrote that as Tesla shifts to producing the new Model Y, “production disruptions” will complicate Tesla’s “supply side”.

But Wall Street is not just worried about basic indicators such as sales and production data. Investors are also trying to assess how much pressure Musk’s politics and work in the White House will bring to Tesla, and how long the pressure will last.

Baird analysts wrote: ‘Musk’s relationship with the Trump administration has increased uncertainty on the demand side.’

Now, the richest person in the world, Musk, has become a representative figure of the Trump administration’s efforts to significantly reduce federal government labor, spending, and production capacity. Meanwhile, he continues to post inflammatory political remarks on X.

Anti-Musk and anti-Tesla sentiment is on the rise in the US and Europe, with protests erupting and Tesla facilities threatened with criminal acts of arson and vandalism .

Even the most optimistic analysts and many fans have to admit that Musk’s political stance has had an impact on Tesla and its products’ appeal to customers and investors.

Cleantechnica’s electric vehicle advocates have long promoted Tesla on its website. On Thursday, the website published an ethics-focused column discussing whether Tesla owners should sell their cars and whether Tesla’s board of directors should fire Musk as CEO.

Dan Ives, an analyst at Wedbush Securities, wrote in a report released on Friday: " Tesla bulls have found themselves cornered in the face of global negative sentiment surrounding Musk/DOGE and the Trump administration " He called it “a moment for a self-examination of Tesla bulls (including ourselves).”

Wei Debushen said the company is taking advantage of the sell-off to add Tesla to its “best ideas” list and set its 12-month target price at $550.

Ives wrote: ‘The best thing for Musk and Tesla is for Trump to enter the White House, because this will create a relaxed regulatory environment. The federal autonomous roadmap is crucial to Tesla’s golden strategic vision.’

The Tesla bull believes that the company may soon launch new reasonably priced electric cars, robot taxis, and autonomous ride-hailing services, and in the near future launch humanoid robots that can work in factories Ives said he expects Musk to focus more on Tesla and his other companies in the second half of 2025.

TD Cowen’s analysts are also optimistic. In a report on Thursday, they wrote: ‘Tesla now appears to be in the early stages of the 2025-26 major product cycle, and we believe this may revive sales growth and boost overall stock price sentiment.’

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