Mizuho Lowers Tesla and Rivian Price Targets Citing Tariff Uncertainty and Sales Woes
Posted: Mon Mar 17, 2025 9:40 am
Mizuho Lowers Tesla and Rivian Price Targets: Overreaction or Justified Concern?
Mizuho recently slashed price targets for both Tesla and Rivian, citing tariff uncertainties and regulatory changes. This raises some key questions for the community. Is this an overreaction to short-term market fluctuations, or does it signal a deeper concern about the EV market's trajectory?
Mizuho points to potential tariff hikes on Mexican imports and loosened EU emission targets as headwinds. How significantly will these factors actually impact consumer demand and overall EV sales? Are we overestimating the fragility of the EV market?
Tesla's recent sales figures, particularly the year-over-year declines in key markets, are undoubtedly concerning. Is this a temporary blip due to external factors, or is it a sign of increasing competition and eroding market share? Does Tesla need to rethink its strategy, or will its long-term vision prevail?
Rivian, while boasting a strong EV portfolio, faces its own set of challenges. With limited near-term catalysts, is Rivian's current valuation justified? What milestones does Rivian need to hit to regain investor confidence and drive growth?
I’m curious to hear your thoughts. Are these price target reductions a wake-up call or simply market noise? Let’s discuss.
Mizuho recently slashed price targets for both Tesla and Rivian, citing tariff uncertainties and regulatory changes. This raises some key questions for the community. Is this an overreaction to short-term market fluctuations, or does it signal a deeper concern about the EV market's trajectory?
Mizuho points to potential tariff hikes on Mexican imports and loosened EU emission targets as headwinds. How significantly will these factors actually impact consumer demand and overall EV sales? Are we overestimating the fragility of the EV market?
Tesla's recent sales figures, particularly the year-over-year declines in key markets, are undoubtedly concerning. Is this a temporary blip due to external factors, or is it a sign of increasing competition and eroding market share? Does Tesla need to rethink its strategy, or will its long-term vision prevail?
Rivian, while boasting a strong EV portfolio, faces its own set of challenges. With limited near-term catalysts, is Rivian's current valuation justified? What milestones does Rivian need to hit to regain investor confidence and drive growth?
I’m curious to hear your thoughts. Are these price target reductions a wake-up call or simply market noise? Let’s discuss.