MMizuho TTesla · TSLA
Mizuho Trims Tesla’s Price Target to $475
Rating
Buy
Price target
$475
Previous
$485
Implied upside
+14%
Mizuho analyst Vijay Rakesh lowered on November 25, 2025, the price target on Tesla to $475 (from $485) while maintaining an ‘Outperform’ rating.
“We are Lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E.
We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M).
We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength.”
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The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.
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