Colin Rusch, Oppenheimer senior research analyst, said in a recent program on CNBC that Tesla, Inc. (NASDAQ:TSLA) autonomous launch in June will be the key focus of investors, and the event could be decisive for the stock in the coming months. He believes the future of the company is “physical” AI and autonomous driving, while investors will consider the company’s ability to be cash-flow positive as a key benchmark,

However, Rusch thinks Elon Musk’s involvement in politics did some “permanent” damage to the Tesla, Inc. (NASDAQ:TSLA):

“I think there is some, you know, deep, permanent damage with a lot of folks on the left. Whether that hinders the company's growth or not over the long term isn’t quite determined yet. I think there is a big enough market for them to grow into, but I do think it limits the ultimate scope and scale of the business. It was once universally respected and loved across both sides of the aisle for a period of time—and I think that time is now permanently over.”

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Loomis Sayles Global Growth Fund stated the following regarding Tesla, Inc. (NASDAQ:TSLA) in its Q1 2025 investor letter:

“Founded in 2003, Tesla, Inc. (NASDAQ:TSLA) is a global leader in the design, manufacturing, and sales of high performance fully electric (battery) vehicles (EVs). The company’s automotive unit sells its products directly to customers through its website and retail locations and continues to grow its customer-facing infrastructure through a global network of vehicle service centers, mobile service technicians, body shops, Supercharger stations, and Destination Chargers to accelerate widespread adoption of its products. Tesla also designs, manufactures, sells, and installs solar energy generation and energy storage products to residential, commercial, and industrial clients through its energy generation and storage unit. The company generated approximately 90% of its sales from its automotive segment and 10% from its energy generation and storage segment in its 2024 fiscal year. From a geographic standpoint, the US and China are the company’s two largest markets and accounted for approximately 49% and 21% of 2024 sales, respectively, while the rest of the world collectively accounts for approximately 30%.