Tesla Expected to Elevate an Internal Candidate to CEO if Elon Musk Departs
Musk's Pay Package Vote: Tesla is preparing for the possibility of CEO Elon Musk stepping down if shareholders reject his proposed $1 trillion pay package, which would grant him a 25% stake in the company upon achieving performance goals.
Board's Succession Plan: If Musk leaves, Tesla's board plans to promote a new CEO from within, with global production chief Tom Zhu as a potential candidate, while also considering outside options.
Investor Engagement: The board is actively engaging with large and retail investors ahead of the Nov. 6 vote, despite proxy advisers recommending against the pay package, which adds pressure to secure support.
Analyst Ratings and Stock Outlook: Analysts have a Hold consensus rating on TSLA stock, with an average price target of $383.66 per share, indicating a potential downside risk of 16.4%.
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The Potential Impact of a SpaceX IPO on Tesla's Stock Value
- SpaceX IPO Potential: A SpaceX initial public offering could become the largest ever in history.
- Trillion-Dollar Company: This IPO could lead to the creation of another trillion-dollar company.
- Elon Musk's Achievement: The successful IPO would add another significant achievement to Elon Musk's portfolio.
- Market Impact: The IPO is expected to have a substantial impact on the market and the aerospace industry.

Tesla's 2025 Transition to AI Marks Critical Year
- Critical Transition Year: Tesla has identified 2025 as a pivotal year for its shift from an EV manufacturer to physical AI, with plans to launch a dedicated robotaxi without a steering wheel or pedals in 2026, marking a significant advancement in autonomous driving.
- Earnings Beat Expectations: Tesla reported Q4 earnings per share of $0.50, which, while lower than the $0.73 from the same quarter in 2024, exceeded Wall Street's expectation of $0.44, demonstrating resilience in revenue and profitability, which contributed to a more than 3% rise in after-hours stock price.
- Investment in xAI: The company announced a $2 billion investment to acquire shares in CEO Elon Musk's AI startup xAI, enhancing potential collaboration in AI development and possibly providing support for Tesla's future technological advancements.
- Production Line Expansion: Tesla plans to ramp up six new production lines in 2026 across vehicles, robots, energy storage, and battery manufacturing, aimed at boosting production capacity and supporting the infrastructure needed for clean energy and autonomous robots, thereby solidifying its market position.






