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Analyst: Tesla (TLSA) Automotive Weakness Weighs on 2H25 Outlook

By Ghazal Ahmed | August 30, 2025, 10:13 AM

Tesla, Inc. (NASDAQ:TSLA) is one of the AI Stocks Hit with New Analyst Ratings. On August 26, Baird reiterated Tesla as “Neutral,” stating that Tesla earnings estimates are still too high.

“Acknowledging the increased patience, we remain cautious with volume and financial estimates for 2H25 too high and the Automotive business continuing to show signs of weakness. We are lowering our delivery and regulatory credit estimates for the remainder of 2025, and look for details on robotaxi/Optimus timeline in the meantime.”
Pixabay/Public Domain

Tesla, Inc. (NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives.

While we acknowledge the potential of TSLA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 10 AI Stocks Hit with New Analyst Ratings and 10 Trending AI Stocks on Wall Street

Disclosure: None.

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