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The Zacks Analyst Blog Tesla, General Motors and Ford
Read MoreHide Full Article
For Immediate Releases
Chicago, IL – November 10, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Tesla (TSLA - Free Report) , General Motors (GM - Free Report) and Ford (F - Free Report) .
Here are highlights from Monday’s Analyst Blog:
Tesla Shareholders' $1 Trillion Vote of Confidence: Can Musk Deliver?
Tesla shareholders have shown big faith in CEO Elon Musk, with around 75% voting in favor of his controversial pay package worth roughly $1 trillion. Musk expressed his gratitude, saying, “I super appreciate it. Thank you, everyone,” he said. “What we’re about to embark upon is not merely a new chapter on the future of Tesla but a whole new book.”
Now the question is—can he live up to investors’ confidence in him?
A Trillion-Dollar Challenge
Musk’s pay package, one of the largest ever conceived, is entirely performance-based—spread across 12 tranches tied to aggressive market cap and operational goals.
To unlock the full payout, Tesla’s adjusted EBITDA has to rise 25 times to $400 billion in 2035. The company would need to reach a market value of $8.5 trillion by 2035, up from just over $1.5 trillion at present. Beyond market value, the plan calls for 20 million vehicles sold by 2035, 10 million active Full Self-Driving (FSD) subscriptions, 1 million commercially operating robotaxis, and 1 million humanoid robots delivered.
Tesla’s next growth chapter hinges on its ventures in artificial intelligence (AI), autonomous vehicles (AVs) and robotics. The pay package has been designed to deepen Musk’s focus on Tesla and align his long-term incentives with the company’s growth in emerging technologies.
Currently, Musk is already Tesla’s largest shareholder. If he achieves all the milestones tied to his remuneration, his stake would rise by about 12%, taking his total ownership to around 25%. That’s a lot of control in one person’s hands. But by approving this colossal package, investors are essentially saying that they fully trust Musk to lead Tesla into its AI-driven future.
Can Musk Deliver on That Trust?
Here’s where things get complicated. Tesla’s core EV business is struggling. After its first-ever annual delivery decline in 2024, sales fell 13% year over year in both Q1 and Q2 of 2025. While Q3 saw a temporary lift from buyers rushing to grab expiring U.S. EV tax credits, the trend remains weak. With those incentives now gone and Chinese rivals flooding the market, Q4 could bring another drop. Europe is leading the sales downturn, and Tesla’s automotive margins remain squeezed by ongoing price cuts, high costs and now tariffs.
Basically, Tesla’s brand magic has dimmed a bit, and the EV market isn’t the hottest story it once was.And that’s why Musk is pinning hopes on what he believes to be the next big things—robotaxis, humanoid robots and AI.
Tesla’s next phase is about creating an ecosystem where autonomous vehicles and AI-powered robots could reshape everyday life. The vision— millions of Teslas driving themselves as part of a robotaxi network, and humanoid robots—like the “Optimus”—working in homes and factories.
But right now, these projects are still far from reality. Tesla’s robotaxi prototypes still require safety drivers, and the company hasn’t begun taking orders for its humanoid robots. Meanwhile, competitors like Waymo are leading the driverless race, and several robotics companies are racing ahead on automation tech. Tesla might have the brand recognition and data advantage, but execution, regulation and safety remain massive hurdles now.
Final Thoughts
Shareholders have made an extraordinary bet on Musk’s ability to lead Tesla into its next era. They’ve handed him both a vote of confidence and an enormous challenge. But with EV demand cooling, margins under pressure and futuristic projects far from mass adoption, the road ahead won’t be easy.
Whether Musk can truly turn Tesla into an AI, robotics, and autonomous powerhouse will determine if this trillion-dollar faith pays off.
The Zacks Rundown on Tesla
Shares of Tesla have risen roughly 10% year to date, underperforming the industry as well as U.S. auto biggies like General Motors and Ford. Ford and General Motors shares are up 32% and 29%, respectively, over the same timeframe.
From a valuation standpoint, TSLA trades at a forward price-to-sales ratio of 13.93, way above the industry. It carries a Value Score of D. Meanwhile, General Motors trades at a forward sales multiple of 0.35 and Ford at 0.32.
Tesla stock currently carries a Zacks Rank #3 (Hold).
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Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Previewreports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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The Zacks Analyst Blog Tesla, General Motors and Ford
For Immediate Releases
Chicago, IL – November 10, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Tesla (TSLA - Free Report) , General Motors (GM - Free Report) and Ford (F - Free Report) .
Here are highlights from Monday’s Analyst Blog:
Tesla Shareholders' $1 Trillion Vote of Confidence: Can Musk Deliver?
Tesla shareholders have shown big faith in CEO Elon Musk, with around 75% voting in favor of his controversial pay package worth roughly $1 trillion. Musk expressed his gratitude, saying, “I super appreciate it. Thank you, everyone,” he said. “What we’re about to embark upon is not merely a new chapter on the future of Tesla but a whole new book.”
Now the question is—can he live up to investors’ confidence in him?
A Trillion-Dollar Challenge
Musk’s pay package, one of the largest ever conceived, is entirely performance-based—spread across 12 tranches tied to aggressive market cap and operational goals.
To unlock the full payout, Tesla’s adjusted EBITDA has to rise 25 times to $400 billion in 2035. The company would need to reach a market value of $8.5 trillion by 2035, up from just over $1.5 trillion at present. Beyond market value, the plan calls for 20 million vehicles sold by 2035, 10 million active Full Self-Driving (FSD) subscriptions, 1 million commercially operating robotaxis, and 1 million humanoid robots delivered.
Tesla’s next growth chapter hinges on its ventures in artificial intelligence (AI), autonomous vehicles (AVs) and robotics. The pay package has been designed to deepen Musk’s focus on Tesla and align his long-term incentives with the company’s growth in emerging technologies.
Currently, Musk is already Tesla’s largest shareholder. If he achieves all the milestones tied to his remuneration, his stake would rise by about 12%, taking his total ownership to around 25%. That’s a lot of control in one person’s hands. But by approving this colossal package, investors are essentially saying that they fully trust Musk to lead Tesla into its AI-driven future.
Can Musk Deliver on That Trust?
Here’s where things get complicated. Tesla’s core EV business is struggling. After its first-ever annual delivery decline in 2024, sales fell 13% year over year in both Q1 and Q2 of 2025. While Q3 saw a temporary lift from buyers rushing to grab expiring U.S. EV tax credits, the trend remains weak. With those incentives now gone and Chinese rivals flooding the market, Q4 could bring another drop. Europe is leading the sales downturn, and Tesla’s automotive margins remain squeezed by ongoing price cuts, high costs and now tariffs.
Basically, Tesla’s brand magic has dimmed a bit, and the EV market isn’t the hottest story it once was.And that’s why Musk is pinning hopes on what he believes to be the next big things—robotaxis, humanoid robots and AI.
Tesla’s next phase is about creating an ecosystem where autonomous vehicles and AI-powered robots could reshape everyday life. The vision— millions of Teslas driving themselves as part of a robotaxi network, and humanoid robots—like the “Optimus”—working in homes and factories.
But right now, these projects are still far from reality. Tesla’s robotaxi prototypes still require safety drivers, and the company hasn’t begun taking orders for its humanoid robots. Meanwhile, competitors like Waymo are leading the driverless race, and several robotics companies are racing ahead on automation tech. Tesla might have the brand recognition and data advantage, but execution, regulation and safety remain massive hurdles now.
Final Thoughts
Shareholders have made an extraordinary bet on Musk’s ability to lead Tesla into its next era. They’ve handed him both a vote of confidence and an enormous challenge. But with EV demand cooling, margins under pressure and futuristic projects far from mass adoption, the road ahead won’t be easy.
Whether Musk can truly turn Tesla into an AI, robotics, and autonomous powerhouse will determine if this trillion-dollar faith pays off.
The Zacks Rundown on Tesla
Shares of Tesla have risen roughly 10% year to date, underperforming the industry as well as U.S. auto biggies like General Motors and Ford. Ford and General Motors shares are up 32% and 29%, respectively, over the same timeframe.
From a valuation standpoint, TSLA trades at a forward price-to-sales ratio of 13.93, way above the industry. It carries a Value Score of D. Meanwhile, General Motors trades at a forward sales multiple of 0.35 and Ford at 0.32.
Tesla stock currently carries a Zacks Rank #3 (Hold).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here
Free: Instant Access to Zacks' Market-Crushing Strategies
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Get all the details here >>
Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Previewreports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.