---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000144979.md"
description: "$Tesla(TSLA.US) Summary - 7/15/2025Positive Catalysts:1/ Trump streamlines federal process allowing TSLA to secure general unsupervised autonomy license nationally  2/ FSD licensing deal with 1 or more OEMs3/ TSLA removes safety drivers from robotaxis, expands to states outside TX as critical disengagements fall to one per 10,000 miles by FY’25 YE. 4/ DE Supreme Court overturns Chancellor McCormick’s 2018 comp ruling late-20255/ Cybercab production begins early-20266/ Optimus production begins late-2026Negative Catalysts:1/ Trump admin restricts state efforts to control carbon emissions, which could significantly reduce TSLA ZEV sales.2/ TSLA fails to introduce new cheaper form factor in 2025/1H, and instead cuts prices and costs similar to 2023-20243/ TSLA issues 12-15% new equity to acquire xAI under TSLA corporate umbrella. Requires TSLA shareholder approval. 4/ FY’25 and FY’26 EPS ests continue to fall (-43% and -32% respectively YTD) as FY’25 and FY’26 delivery ests continue to slide (FY’25 -20% and FY’26 -22% YTD).5/ TSLA 2025 P/E of 170x too high relative to FY’25-‘30 EPS growth of +25% CGR. Avg forward P/E past 3 years 80x.$Tesla(TSLA.US) 6-12 month price target $310"
datetime: "2025-07-15T11:45:03.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000144979.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000144979.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000144979.md)
author: "[Gary Black Tracker](https://longbridge.com/en/profiles/17077344.md)"
generator: "portal-rs"
---

# $Tesla(TSLA.US) Summary - 7/15/2025Positive Cataly…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**