Tesla Simply Misplaced Its Cybertruck Chief. Ought to You Purchase, Promote, or Maintain TSLA Inventory?

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Amid the palpable optimism across the Tesla (TSLA) cult amongst its followers about charismatic CEO Elon Musk’s now-approved $1 trillion pay bundle, information of one other high-profile exit has hit the world’s most useful automobile firm. Siddhant Awasthi, the younger Indian engineer who led Tesla’s Cybertruck division and, extra just lately, the EV maker’s Mannequin 3 program, known as it quits in a LinkedIn submit. Awasthi joined the corporate as an intern eight years in the past, whereas rising by way of the ranks to supervise the engineering, manufacturing ramp-up, product technique, high quality enchancment, and provide chain logistics for the Cybertruck division.

Additional, in July 2025, Awasthi assumed cost of the Mannequin 3 program along with his function on the Cybertruck.

Not with out points, the Cybertruck has largely been a adverse for Tesla. Going through points of assorted remembers, lacking supply targets, and lagging gross sales expectations, it may be safely stated that Awasthi’s stint at Cybertruck was one in all missed alternatives.

Awasthi’s exit follows a number of departures from Tesla’s administration in recent times as Elon Musk’s temperamental and mercurial method of main the corporate turned out to not be an apt match for a lot of.

Whereas in April 2024, Drew Baglino, Senior VP, Powertrain & Power Engineering, resigned, the Head of Battery Expertise, Vineet Mehta, left after 18 years in June 2025. In the identical month, Musk’s formidable humanoid robotic initiative acquired a jolt when Milan Kovac, VP, Optimus robotics program, departed the corporate.

Additional, in August 2025, Tesla deserted its Dojo Supercomputer division, with its head, Peter Banon, leaving the corporate.

Dwindling earnings, revenues, slowing deliveries and manufacturing, political skirmishes—no matter has been thrown towards Tesla, nonetheless, has not dimmed the optimism of shareholders in regards to the firm. The explanation: Elon Musk.

Along with his renewed deal with main the corporate to new heights after his political escapades, the South Africa-born Musk retains the religion of Tesla shareholders. A glowing endorsement of which was seen just lately when his scarcely plausible $1 trillion pay bundle was authorized with a whopping 75% majority because the inventory recovered from its mid-year droop to be up 8% on a year-to-date (YTD) foundation.

The bundle comes with a set of milestones that Musk should hit over the following decade to pocket this bundle. This consists of growing the corporate’s market cap to $8.5 trillion, delivering 20 million EVs, 10 million lively subscriptions for its full self-driving unit, and deliveries of 1 million robotaxis and Optimus robots.

If these milestones are met, Tesla shareholders will likely be richly rewarded. And the shareholders thought-about Musk’s earlier observe document to repose religion within the man once more.

From a mere $1.6 billion market cap when it IPO-ed in June 2010, below Musk’s helm, Tesla now instructions a gargantuan market cap of about $1.43 trillion. From making Tesla the primary automaker to supply a consumer-available “Full Self-Driving”-branded system to main SpaceX to change into the primary personal firm to launch a privately developed liquid-fueled rocket in house to aiming to construct humanoid robots that can on the worst change and at the most effective help the human labor pressure sooner or later, Musk’s corporations have executed all of it, albeit with various levels of success and never in accordance with the unique timelines.

Nonetheless, what stays past doubt is that with Musk on the helm, Tesla’s shareholders have made huge wealth to date, and they’re betting on him to ship once more over the following decade.

However all of that’s sooner or later, and the fact now’s that Tesla is going through declining revenues, earnings, and intense competitors from China.

Over the previous two years, Tesla’s quarterly earnings have surpassed expectations on simply a few events, though the previous 5 years have seen the corporate reporting income and earnings CAGRs of 27.69% and 49.09%, respectively.

The latest quarter was a combined bag, with income exceeding Avenue estimates however earnings lacking the identical, as the corporate reported a 3rd consecutive quarter of yearly earnings drop.

Complete revenues for Q3 2025 got here in at $28.1 billion, up 12% from the earlier yr. Whereas the vitality and repair segments witnessed sharp yearly development charges of 44% and 25% to $3.4 billion and $3.5 billion, respectively, the core automotive section solely noticed a year-over-year (YoY) development of 6% to $21.2 billion, regardless of the push that was there because of the ending of the $7,500 EV tax credit score.

The EPS slid by 31% in the identical interval to $0.50, coming in decrease than the consensus estimate of $0.56 per share.

Web money from working actions remained nearly unchanged from the earlier yr at $6.2 billion as the corporate closed the quarter with a money steadiness of $41.6 billion. This was a lot forward of its short-term debt ranges of $1.9 billion.

Complete deliveries in Q3 stood at 497,099 autos, an uptick of simply 7% from the earlier yr. In actual fact, manufacturing was down by 5% yearly to 447,450 autos.

Contemplating its present scenario, analysts have deemed the TSLA inventory a “Maintain,” with a imply goal worth that has already been surpassed. The excessive goal worth of $600 denotes an upside potential of about 35% from present ranges. Out of 42 analysts masking the inventory, 14 have a “Robust Purchase” ranking, two have a “Reasonable Purchase” ranking, 17 have a “Maintain” ranking, and 9 have a “Robust Promote” ranking.

On the date of publication, Pathikrit Bose didn’t have (both instantly or not directly) positions in any of the securities talked about on this article. All data and information on this article is solely for informational functions. This text was initially revealed on Barchart.com

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