Buy This AI Stock Now – Dan Ives Predicts a 52% Surge for Tesla

 

POINTS

  • Tesla (TSLA) shares surged 91% after Trump's election victory but have since declined by 10% in 2025.
  • Weak EV sales, new tariffs on China, and Elon Musk’s government involvement have worried some investors.
  • Dan Ives of Wedbush Securities predicts Tesla will gain $1 trillion in value under Trump’s deregulation policies.
  • Tesla’s AI-driven self-driving and robotics projects remain on track, with a 12-month price target of $550 (52% upside).

Details

Tesla (NASDAQ: TSLA) Stock Performance & Concerns

  • Tesla’s stock soared by 91% following Trump’s election win on November 5, 2024.
  • Since early 2025, Tesla shares have declined by 10% due to concerns over EV sales and tariffs.
  • Key factors pressuring Tesla’s stock price:
    1. Weak EV sales: Tesla’s EV revenue declined 6% year over year in Q4 2024.
    2. Tariff concerns: Trump’s administration imposed new tariffs on China, Tesla’s key market.
    3. Elon Musk’s political involvement: Musk is leading Trump’s "Department of Government Efficiency" project, raising concerns about Tesla’s leadership focus.

Why Analysts Are Still Bullish on Tesla

1️⃣ Tesla’s AI & Self-Driving Car Ambitions Remain Strong

  • Despite weak EV sales, Tesla is making major progress in artificial intelligence (AI) and autonomous driving.
  • Musk announced plans to launch Full Self-Driving (FSD) services in Austin, Texas, by June 2025.
  • Tesla is also working on a fleet of humanoid robots called Optimus, which could provide a new revenue stream.

2️⃣ Dan Ives Predicts Tesla Will Unlock $1 Trillion in Value

  • Dan Ives of Wedbush Securities expects Trump’s deregulation policies to benefit Tesla.
  • He believes relaxed regulations will accelerate autonomous vehicle approval, adding $1 trillion in value to Tesla.
  • Ives set a 12-month price target of $550, implying a 52% upside from the current $337.80 price.

3️⃣ Musk’s Political Role Is Not a Risk to Tesla’s Growth

  • Some investors worry Musk is spending too much time in Washington, D.C., rather than at Tesla.
  • However, Tesla’s core projects remain on schedule, including its self-driving car rollout.
  • Analysts argue that Tesla’s strong engineering and AI teams can operate independently of Musk’s presence.

Future Outlook

1. AI & Autonomous Driving Expansion

  • Tesla remains a leader in self-driving technology, which could significantly increase revenue streams in the future.
  • The launch of FSD services in Austin is a key milestone in Tesla’s goal of achieving fully autonomous driving.

2. Potential Regulatory Tailwinds Under Trump

  • If Trump’s administration loosens regulations, Tesla could gain a major advantage in autonomous driving approvals.
  • This could accelerate the deployment of Tesla’s self-driving ride-hailing services, creating new revenue sources.

3. Long-Term AI Vision Remains Intact

  • Tesla is not just an EV company—it’s evolving into an AI and robotics powerhouse.
  • Musk has positioned Tesla as a leader in AI-driven transportation and robotics, ensuring long-term value creation.

Conclusion

  • Despite short-term volatility, Tesla remains a strong long-term AI and EV investment.
  • Dan Ives predicts a 52% stock price surge to $550 based on autonomous driving and deregulation tailwinds.
  • Tesla’s AI projects, including FSD and Optimus robots, continue progressing on schedule.
  • For long-term investors, Tesla's current pullback presents an attractive buying opportunity.

✅ Investors looking for AI and self-driving technology exposure should consider Tesla now.

📌 Source: The Motley Fool, NASDAQ, Wedbush Securities.

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