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Elon Musk is facing an unprecedented storm. Tesla, her jewel, fell to the stock market and lost almost half of his capitalization in a few months. Between the decline in sales, tuned brand image and political turbulence, the situation is worried about analysts. According to JPMORGan, this autumn is unprecedented in the history of the automotive industry. How did we get there?
Tesla in crisis: loss of 48 % in a few months
Tesla, no longer brilliant in Europe, is in the fall. In less than six months, the company saw His award goes from $ 1.54 trillion to $ 777 billion. A real accident that is explained by an explosive combination: a decline in world sales, strategic uncertainty and controversy around Elon Musk.
JPMORGAN says he doesn’t find the equivalent Such a disaster In the history of the car.
The numbers speak for themselves:
- 49 % drop in market capitalization in six months;
- 355,000 supplies planned for the first quarter of 202, ie 8 % less than in 2024;
- 45 % drop in new orders in Europe in January.
This commercial disaster is highlighted by a change in consumer perception. Some Tesla’s trade representations even reported that customers were trying to hide the logo of their vehicle. Jamie Dimon, CEO of JPMORGAN, wants to be optimistic:
” You have to see Elon like our Einstein. Its innovation is disturbing, but the market requires specific results. »»
Can Tesla straighten the rod before it is too late?
A ruthless stock market face to face Musk’s strategy
If Tesla plunges on the stock market, it’s not just Due to selling seals. Investors are increasingly worried about the strategic decisions of Muska, accused of scattering between its various projects, including SpaceX and X. Its involvement in the government department (DOGE) Under Trump adds a political dimension that disrupts the same as it fascinates.
Analysts show Three main risks ::
- The impact of Muska’s political possibilities on Tesla’s perception;
- Probable reduction in tax loans for electric cars;
- Problems with internal management due to the scattering of the CEO.
Some observers wonder if Musk still has control of his empire. Others think that The situation could turn to its advantageEspecially thanks to the future launch of Robotaxi Tesla and Robot Optimus. Wall Street remains skeptical.
Does the market still give the trust of Musk, or does it turn the page?
Trump and Tesla: a controversial alliance
L ‘Shadow Donald Trump Tesla aircraft. The proximity between Musk and the former president, which was first perceived as an asset, becomes the subject of division. JPMORGANA analysts note that Muska’s commitment to the government could hurt Tesla more than it helps.
In the United States, Demonstrations focused on Tesla concessions, while some were vandalized. Trump responded by announcing that the authors would be considered domestic terrorists.
However, economic reality is equally delicate. Tesla could be the first victim End of federal subsidies for electric vehiclesmeasures strongly supported by Trump. If these aids disappear, Tesla loses the base lever to attract new buyers.
Does Trump really want to support Muska or are just trying to strengthen its influence on the automotive industry? One thing is sure: The future of Tesla is so uncertain today that American political spectrum.
Despite this dizzying fall, Tesla retains an asset: his bitcoin assets. The company could maximize its profits if it kept BTC, but in the fourth quarter of 2024 it still earned profits of $ 600 million. Evidence that even in the middle of the storm still knows how to play several winning shots.
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Blockchain and crypto revolution! And the day when the impacts will be felt on the most vulnerable economy of this world, I would say against all the promises that I was there for something
Renunciation
The words and opinions expressed in this article are involved only by their author and should not be considered investment counseling. Do your own research before any investment decision.