Tesla (TSLA) Stock Roars Back After Trump Tries to Calm China Fears
Oct 13 - Tesla 
TSLA rebounded in U.S. trading Monday, gaining nearly 3% after a weekend message from former President Donald Trump suggested a less confrontational approach toward China.
The move followed a sharp 5% loss on Friday, when trade worries rattled markets after Beijing hinted it may limit rare earth exports. Trump's later comments on Truth Social, saying both he and Chinese President Xi Jinping wanted to avoid economic distress, helped ease investor concerns.
Despite limited imports from China, Tesla's operations there remain crucial. The company sold about 263,000 vehicles in China during the first half of 2025, close to 40% of its total global deliveries, driven by strong output from its Shanghai factory.
Investors have recently shifted focus from trade risks to Tesla's growing artificial intelligence ventures. The electric vehicle maker began its AI-powered robo-taxi service in Austin, Texas, in June and is planning to expand nationwide.
Tesla shares have advanced roughly 2% in 2025 and are up about 90% over the past year, even as valuations stretch to around 165 times projected 2026 earnings, according to FactSet estimates.
Is TSLA Stock a Buy?
Based on the one year price targets offered by 44 analysts, the average target price for Tesla Inc is $350.68 with a high estimate of $600.00 and a low estimate of $120.00. The average target implies a downside of -15.19% from the current price of $413.49.
Based on GuruFocus estimates, the estimated GF Value for Tesla Inc in one year is $270.06, suggesting a downside of -34.69% from the current price of $413.49. gf value is gurufocus' estimate of the fair value that the stock should be traded at. it is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. For deeper insights, visit the forecast page.