{"id":298785,"date":"2025-03-24T23:34:00","date_gmt":"2025-03-25T06:34:00","guid":{"rendered":"https:\/\/sftarticles.wpenginepowered.com\/en\/?p=298785"},"modified":"2025-07-01T15:04:58","modified_gmt":"2025-07-01T22:04:58","slug":"teslas-shift-to-ai-and-robotics-hangs-in-the-balance-as-sales-decline","status":"publish","type":"post","link":"https:\/\/cms-articles.softonic.io\/en\/teslas-shift-to-ai-and-robotics-hangs-in-the-balance-as-sales-decline\/","title":{"rendered":"Tesla&#8217;s Shift to AI and Robotics Hangs in the Balance as Sales Decline"},"content":{"rendered":"\n<p>Adam Jonas, a Morgan Stanley analyst often regarded as Tesla&#8217;s most enthusiastic supporter on Wall Street, has revised his delivery estimates for the electric vehicle manufacturer.<\/p>\n\n\n\n<p><strong>He has decreased his forecast for first-quarter deliveries from 415,000 to 351,000 units<\/strong>, marking a reduction of approximately 10% compared to the same period last year.<\/p>\n\n\n\n<p><a href=\"https:\/\/en.softonic.com\/articles\/teslas-free-fall-continues-in-february-these-have-been-its-sales\" target=\"_blank\" rel=\"noopener\" title=\"This adjustment reflects a broader trend of diminishing demand for Tesla vehicles, particularly in Europe\">This adjustment reflects a broader trend of diminishing demand for Tesla vehicles, particularly in Europe<\/a>, where projections indicate a steep decline heading into 2025.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"550\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">TESLA STOCK&#8230;&#8230;<br>Morgan Stanley analyst Adam Jonas literally told clients in a research note last week that it could soar to $800 within the next 12 months?<\/p>&mdash; Luke Schmader (@luke_schmader) <a href=\"https:\/\/twitter.com\/luke_schmader\/status\/1903598945877803308?ref_src=twsrc%5Etfw\">March 23, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Optimistic about Tesla&#8217;s future in AI and robotics<\/h2>\n\n\n\n<p>Despite this significant reduction, Jonas maintains a bullish stance, <strong>recommending investors buy Tesla stock, which he believes will double in value. <\/strong>He posits that Tesla is strategically transitioning from a pure automotive entity to a diversified player in artificial intelligence (AI) and robotics.<\/p>\n\n\n\n<p>This shift, however, relies heavily on products that have yet to materialize, prompting skepticism among analysts and industry observers alike.<\/p>\n\n\n\n<p>Jonas has also cut his total delivery estimate for the year, reducing it from 1.9 million to 1.6 million units. <strong>Moreover, his predictions for 2030 have shifted dramatically from an optimistic 5 million deliveries to 4 million<\/strong>, well below Elon Musk&#8217;s ambitious goal of reaching 20 million units by that same year.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Morgan Stanley&#039;s Adam Jonas breaks down shares of Tesla\" width=\"840\" height=\"473\" src=\"https:\/\/www.youtube.com\/embed\/y-h4_TzyBm8?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>Critics of Jonas argue that his upbeat assessments are disconnected from the current challenges facing Tesla, including plummeting sales and collapsing gross margins.<\/p>\n\n\n\n<p>While Jonas remains optimistic about Tesla&#8217;s future in AI and robotics, his assertions may not align with the reality facing Tesla&#8217;s core automotive business. As the company grapples with declining demand and increased competition, its trajectory over the next few years remains uncertain.<\/p>\n\n\n\n<p>Some analysts suggest that without significant breakthroughs in self-driving technology and other products, Tesla could struggle to regain its former dominance in the automotive space.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Adam Jonas, a Morgan Stanley analyst often regarded as Tesla&#8217;s most enthusiastic supporter on Wall Street, has revised his delivery estimates for the electric vehicle manufacturer. He has decreased his forecast for first-quarter deliveries from 415,000 to 351,000 units, marking a reduction of approximately 10% compared to the same period last year. This adjustment reflects &hellip; <a href=\"https:\/\/cms-articles.softonic.io\/en\/teslas-shift-to-ai-and-robotics-hangs-in-the-balance-as-sales-decline\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Tesla&#8217;s Shift to AI and Robotics Hangs in the Balance as Sales Decline&#8221;<\/span><\/a><\/p>\n","protected":false},"author":9317,"featured_media":298433,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","wpcf-pageviews":0},"categories":[1015],"tags":[8319,1471],"usertag":[],"vertical":[],"content-category":[6849],"class_list":["post-298785","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-ev","tag-tesla","content-category-lifestyle"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/posts\/298785","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/users\/9317"}],"replies":[{"embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/comments?post=298785"}],"version-history":[{"count":1,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/posts\/298785\/revisions"}],"predecessor-version":[{"id":308558,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/posts\/298785\/revisions\/308558"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/media\/298433"}],"wp:attachment":[{"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/media?parent=298785"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/categories?post=298785"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/tags?post=298785"},{"taxonomy":"usertag","embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/usertag?post=298785"},{"taxonomy":"vertical","embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/vertical?post=298785"},{"taxonomy":"content-category","embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/content-category?post=298785"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}