Tesla (TSLA) has taken a noticeable hit latelyâdown around 20â30% in 2025. With the stock hovering near $320, analysts are warning that it could drop further to the $140â160 range. Here's the full scoop for our Binance Square familyâserved fresh and fun! đ
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1. đ Why the Slide?
Falling Deliveries: In Q2, Tesla posted roughly 10â14% lower deliveries year-on-yearâdropping to around 366Kâ400K vehicles. Thatâs after a trending 14% slump recently .
TrumpâMusk Feud: Elon Musk's public feud with Donald Trump triggered pressure on deliveries, especially in the U.S. and EU. That conflict wiped out ~$150â380âŻbillion in market cap .
Valuation Worries: Trading at 150â156Ă earnings, TSLAâs valuation is far higher than other automakers. Revenue increased just ~1%, and Q1 margin dropped to ~2%âraising alarms .
Regulatory & Tech Risks: Autopilot issuesâlike "phantom braking"âlanded Tesla in hot water, with class-action lawsuits and defect rulings, particularly in Germany and Australia .
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2. đ¸ Bear Case: How Low Could It Go?
Wells Fargo warns of another 50% dropâsetting a price target near $130âciting weak deliveries, premium valuation, and robotaxi delays .
Ross Gerber, once bullish, sold off ~$60M in Tesla stock and says it could slump another 50%âputting TSLA in the $140â160 range .
JPMorganâs Markus Kolanovic flags broader risks: a 5â10% market correction driven by Tesla's slide could spill into the larger tech sector .
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3. đ§ Bull Case: Why It Might Bounce Back
Analyst Cast of Confidence: Around 47 analysts track TSLA, with 21 âbuyâ ratings. The 12-month average price target is ~$306âbut yearâend targets near ~$351 .
Bear Market Opportunity? Some say that if TSLA dips to $150â160, it could present a buying chanceâespecially as auto sales stabilize and robotaxi hype heats up .
Long-Term Tech Growth: Despite short-term jitters, Teslaâs investments in FSD, energy, battery tech, and Supercharger network could fuel its repositioning as more than just a carmaker .
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đ§ Where to from here?
đť Worst-case: $130â150âif deliveries stay weak, Autopilot issues persist, and political drama continues.
đ Base-case: $200â260âif profits recover in H2, analysts reaffirm targets, and Tesla rides out market volatility.
đ Optimistic: $300+âbolstered by robotaxi rollout, deeper FSD adoption, and renewed investor confidence.
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đ Takeaway for Binance Square Fam
Risk vs Reward: Teslaâs valuation is still sky-high; the risk of a sharp drop remains real. But so is the potential upsideâif long-term trends recover.
Watch-Outs: Delivery figures (especially Q3), global regulatory moves, and any new Muskâpolitical skirmishes can shift the narrative quickly.
Smart Moves: Eyeing a pullback to $150â200 could offer a strategic entry pointâjust donât go all-in and stay diversified!
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đŹ Final Word
Teslaâs road ahead could get bumpyâbut for savvy investors, volatility equals opportunity. Whether TSLA drops to the lowâ$100s or rallies back above $300, being informed and balanced is your best navigator. đđ¨
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Let us know in the comments your thoughts: are you eyeing the dip, or waiting on the sidelines? đ
Stay bullish (or bearish), but always stay smart!
â Your Binance Square Crew â¨