Trump to Address the Nation on Iran War Tonight
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 9 hours ago
0mins
Should l Buy TSLA?
Source: Yahoo Finance
- Speech Timing: President Trump is scheduled to address the nation at 9 p.m. ET regarding the Iran war, where he is expected to elaborate on U.S. strategies and policies in the region.
- Public Interest: This speech is likely to attract significant public and media attention, especially against the backdrop of current international tensions, potentially influencing public perception of government foreign policy.
- Tesla Delivery Schedule: Tesla is expected to release its latest delivery figures early Thursday, which will provide investors with crucial insights into the company's performance and market demand.
- Market Reaction Anticipation: Trump's speech and Tesla's delivery data may impact the stock market, particularly as investors closely monitor geopolitical risks related to Iran and dynamics in the electric vehicle market.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to rise
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 371.750
Low
25.28
Averages
401.93
High
600.00
Current: 371.750
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Declining U.S. Registrations: In Q1 2023, Tesla's U.S. vehicle registrations totaled 119,900, reflecting a 12.5% year-over-year decline, indicating persistent weakness in domestic demand that could adversely affect future delivery performance.
- Weak Delivery Expectations: Wall Street anticipates Tesla will report approximately 365,645 global deliveries in Q1, while independent researcher Troy Teslike projects around 375,000 vehicles, both figures falling short of last year's 336,681 deliveries, highlighting diminishing market confidence in Tesla.
- Sales Continue to Drop: Tesla sold 41,300 vehicles in March, down 7.9% year-over-year, although slightly above February's 38,500 units, marking the sixth consecutive month of year-over-year declines, which underscores ongoing demand challenges in the market.
- Bearish Market Sentiment: According to Stocktwits, retail sentiment for Tesla has remained in the 'bearish' territory over the past week, with investors expressing low expectations for Q1 deliveries, contributing to a 15% decline in TSLA stock year-to-date.
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- Performance Decline: The ARKK ETF fell 12% in the latest quarter, marking its worst performance since early 2025, primarily due to significant impacts from Tesla's stock volatility, highlighting ARKK's heavy reliance on Tesla.
- Tesla's Optimistic Outlook: Despite challenges, ARK maintains a $2,600 price forecast for Tesla by 2029, implying a market cap of $9.75 trillion, reflecting confidence in Tesla's future growth potential, particularly in robotics and autonomous driving.
- Autonomous Driving Market Potential: Cathie Wood stated that autonomy will be Tesla's largest revenue driver, with expectations of scaling to a $10 trillion market, emphasizing the company's potential to achieve autonomy in 25% to 50% of major U.S. cities by year-end.
- Investor Sentiment Shift: While sentiment towards ARKK remains bullish, Tesla's sentiment fluctuated between bearish and extremely bearish during the quarter, indicating market uncertainty regarding Tesla's future performance amid intensifying competition.
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- EV Platform Initiative: Ford is targeting a ~$30,000 electric pickup by 2027 to compete with Tesla's Model Y and Model 3, although current EV sales remain weak and analysts are cautious about the company's prospects.
- Stock Performance Decline: Ford's stock fell over 2% in the past week despite CEO Farley's announcement of the new EV initiative, indicating persistent bearish sentiment in the market regarding the automaker's electric vehicle future amidst broader industry challenges.
- Sales Data Warning: In February, Ford's total U.S. vehicle sales dropped 5.5% year-over-year, with EV sales plummeting 37.7%, highlighting weak consumer demand for electric vehicles and the company's underperformance in the EV market.
- Analyst Rating Downgrade: Wells Fargo lowered Ford's price target from $11 to $10, maintaining an 'Underweight' rating, citing multiple market drivers moving in unfavorable directions, which adds to Ford's market pressures.
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- New EV Platform: Ford is targeting a ~$30,000 electric pickup by 2027 to compete with Tesla's Model Y and Model 3, although current EV sales remain weak and analysts are cautious about the company's prospects.
- Market Reaction: Despite CEO Jim Farley's podcast announcement about the new EV project, Ford's stock fell over 2% in the past week, indicating skepticism from the market regarding its electric vehicle strategy.
- Weak Sales Data: In February, Ford's total U.S. vehicle sales dropped 5.5% year-over-year, with EV sales plummeting 37.7%, reflecting ongoing weak consumer demand for electric vehicles and multiple market challenges facing the company.
- Analyst Downgrade: Wells Fargo lowered its price target on Ford from $11 to $10, maintaining an 'Underweight' rating, citing that nearly all full-year drivers are trending negatively, which raises investor concerns.
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- Massive IPO Scale: SpaceX is speculated to go public in the coming months, aiming to raise between $40 billion and $80 billion, significantly surpassing Saudi Aramco's $25.6 billion in 2019, indicating strong market interest and investment potential in space exploration.
- Retail Investor Engagement: Unlike traditional IPOs, SpaceX is targeting 30% of its offering for everyday investors, actively collaborating with platforms like E*TRADE and Morgan Stanley to enhance retail participation, which could positively impact the IPO's market performance.
- Strong Investor Base: Elon Musk's Tesla shareholders exhibit a high level of loyalty to his long-term vision, and this
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- Market Reaction: Futures fell sharply as President Trump announced that the U.S. would impose stricter sanctions on Iran over the next 2-3 weeks, reflecting investor concerns about geopolitical risks.
- Oil Price Surge: Following Trump's statement, oil prices jumped, indicating heightened expectations of potential supply disruptions that could impact global energy market stability.
- Geopolitical Tensions: Trump's tough rhetoric escalates tensions in the Middle East, potentially leading to further deterioration in international relations and affecting U.S. foreign policy with other nations.
- Investor Sentiment: The uncertainty in the market dampens investor sentiment, likely resulting in capital outflows from high-risk assets towards safer investments, thereby impacting overall market performance.
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