{"id":71804,"date":"2026-04-08T07:06:19","date_gmt":"2026-04-08T07:06:19","guid":{"rendered":"https:\/\/diyhaven858.wasmer.app\/index.php\/how-to-play-tsla-stock-now\/"},"modified":"2026-04-08T07:06:19","modified_gmt":"2026-04-08T07:06:19","slug":"how-to-play-tsla-stock-now","status":"publish","type":"post","link":"https:\/\/diyhaven858.wasmer.app\/index.php\/how-to-play-tsla-stock-now\/","title":{"rendered":"How to Play TSLA Stock Now?"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div xmlns:default=\"http:\/\/www.w3.org\/2000\/svg\" data-testid=\"article-body\">\n<div class=\"bodyItems-wrapper\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Tesla (TSLA) released its Q1 2026 deliveries on Thursday, April 2. Markets had somber expectations from the company, but it failed to clear even the low bar, with deliveries coming in at 358,023 while consensus estimates called for the number to be around 370,000.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->The deliveries did rise 6% year-over-year (YoY), but the increase came from a lower base, as Tesla\u2019s Q1 2025 deliveries had tumbled 13%. The company was conducting a Model Y refresh during the quarter, which affected production. Moreover, there was significant backlash against CEO Elon Musk back then amid his association with the Department of Government Efficiency (DOGE).<!-- HTML_TAG_END --><\/p>\n<figure data-testid=\"article-figure-image\" class=\"yf-750ceo\">\n<div class=\"image-container yf-lglytj\" style=\"--max-height: 645px;\">\n<div class=\"image-wrapper yf-lglytj\" style=\"--aspect-ratio: 960 \/ 645; --img-max-width: 960px;\"><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/s.yimg.com\/ny\/api\/res\/1.2\/yR7jMW0brOd.ROcW0A.CSg--\/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY0NQ--\/https:\/\/media.zenfs.com\/en\/barchart_com_477\/b25d4f6a069f8bd53a6af3b2ba2969cf\" alt=\"www.barchart.com\" loading=\"eager\" height=\"645\" width=\"960\" class=\"yf-lglytj  loaded\"\/><\/div>\n<\/div><figcaption class=\"yf-750ceo\"><!-- HTML_TAG_START -->www.barchart.com<!-- HTML_TAG_END -->  <\/figcaption><\/figure>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->However, while Tesla\u2019s deliveries rose by single digits in Q1, its production surpassed deliveries by 50,363 units, which marked the highest-ever inventory buildup for the company, which has been battling tepid demand for over two years now. Notably, Tesla\u2019s deliveries fell YoY in both 2025 and 2024, and while deliveries rose in Q1 2026, it would be a tall ask for the company to report an annual increase this year.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->The macro environment looks challenging for Tesla and other electric vehicle (EV) players. Stateside, the expiration of the EV tax credit is expected to weigh heavily on demand for at least the next few quarters. In China, which is Tesla\u2019s biggest market after the U.S., competition remains elevated.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Meanwhile, while no one really expected wonders from Tesla\u2019s EV deliveries, the company\u2019s energy business, which reported record deployments in Q4 2025, also saw a decline in deployments in Q1. The stock plunged 5% following the Q1 update, which is testimony to the fact that while Tesla has been positioning itself as an artificial intelligence (AI) play, its automotive business still matters to the market.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Sell-side analysts weren\u2019t too perturbed by Tesla\u2019s Q1 delivery miss, and\u00a0William Blair analyst Jed Dorsheimer said that the team wasn\u2019t \u201csurprised\u201d as Tesla \u201cis actively sacrificing its EV business in favor of a fully autonomous future.\u201d Notably, Tesla has ended the production of Model S and X as it prepares to retool the Fremont factory to produce Optimus humanoid.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->These two models, anyway, accounted for a low single-digit percentage of Tesla\u2019s total deliveries, and the bulk of the sales came from the Model 3 and Model Y. The company is next focusing on the Cybercab, whose deliveries are set to commence later this year.<!-- HTML_TAG_END --><\/p>\n<\/p><\/div>\n<p>   <button class=\"secondary-btn fin-size-large readmore-button    rounded   yf-r7dg9i\" data-ylk=\"elm:readmore;itc:1;sec:content-canvas;slk:Story%20Continues\" data-yga=\"{&quot;yLinkElement&quot;:&quot;readmore&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Story Continues&quot;}\" aria-label=\"Story Continues\" title=\"Story Continues\"> <span>Story Continues<\/span> <\/button> <\/p>\n<div class=\"read-more-wrapper\" style=\"display: none\" data-testid=\"read-more\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Wedbush analyst Dan Ives, who is among the most prominent Tesla bulls, said that while Tesla\u2019s Q1 deliveries were \u201cunderwhelming,\u201d they did not come as a \u201cshock\u201d given the state of the EV industry and the company\u2019s focus on AI. Ives, however, maintained his $600 target price on TSLA, which happens to be the Street high.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Baird and Truist did lower their target prices following the report, with the latter cutting it from $438 to $400, but markets aren\u2019t really losing sleep over the delivery miss as investors look ahead to AI products like robotaxis and Optimus. Overall, TSLA remains as divisive a stock as it has been and has a consensus rating of \u201cHold\u201d with a mean target price of $405.64.<!-- HTML_TAG_END --><\/p>\n<figure data-testid=\"article-figure-image\" class=\"yf-750ceo\">\n<div class=\"image-container yf-lglytj loader\" style=\"--max-height: 714px;\">\n<div class=\"image-wrapper yf-lglytj\" style=\"--aspect-ratio: 788 \/ 714; --img-max-width: 788px;\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"www.barchart.com\" loading=\"lazy\" height=\"714\" width=\"788\" class=\"yf-lglytj loader\"\/><\/div>\n<\/div><figcaption class=\"yf-750ceo\"><!-- HTML_TAG_START -->www.barchart.com<!-- HTML_TAG_END -->  <\/figcaption><\/figure>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->I have always maintained that the automotive business is quite important for Tesla, as first, it provides the largesse that the company can then plow into new ventures, and second, losing out in the EV race raises doubt over Tesla\u2019s ability to compete with Chinese companies in humanoids.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->However, the new businesses would start to become increasingly important for Tesla as the company expands its robotaxi fleet and works towards full autonomy. Thereafter, Optimus might steal the show if the product comes anywhere close to the numbers Musk has forecast. On that note, Musk\u2019s predictions should always be taken with more than a pinch of salt.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Among others, Tesla formally withdrew the forecast of 20 million annual deliveries by 2030 and has virtually given up on the 50% annual delivery growth guidance. Cybertruck numbers are also nowhere close to what Musk predicted, and for all practical purposes, that product has been a failure.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->From projecting a million robotaxis by 2020 and perpetual promises of full autonomy \u201cby the end of the year,\u201d Tesla hasn\u2019t been a shining example of meeting projections and has actually been a case of \u201coverpromising and underdelivering.\u201d<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->That said, Tesla has gradually expanded its target market with the unveiling of AI chips and, more recently, \u201cMacrohard,\u201d which is a joint project between the company and xAI, Musk\u2019s startup. The company\u2019s automotive business might also stabilize as legacy automakers in the U.S. have scaled back their EV bets. Moreover, the transition to EVs that took a backseat over the last few quarters might regain traction amid soaring gasoline prices.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->I believe it makes sense to buy the dip in TSLA, particularly for those looking to play the physical AI story, even as the stock remains a high-risk bet given the not-so-cheap valuations and the multiple scenarios for the company&#8217;s nascent AI business.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START --><i> On the date of publication, Mohit Oberoi had a position in: TSLA. All information and data in this article is solely for informational purposes. This article was originally\u00a0published on Barchart.com <\/i><!-- HTML_TAG_END --><\/p>\n<\/p><\/div>\n<\/p><\/div>\n<p><br \/>\n<br \/><a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tesla (TSLA) released its Q1 2026 deliveries on Thursday, April 2. Markets had somber expectations from the company, but it failed to clear even the low bar, with deliveries coming in at 358,023 while consensus estimates called for the number to be around 370,000. The deliveries did rise 6% year-over-year (YoY), but the increase came [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":71805,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_daextam_enable_autolinks":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[10],"tags":[1918,5522,6289],"class_list":["post-71804","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-news","tag-elon-musk","tag-tesla-inc","tag-tsla"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/diyhaven858.wasmer.app\/wp-content\/uploads\/2026\/04\/b2e22199ba6dcf5e8f8124433ab1030c.jpeg","jetpack_sharing_enabled":true,"jetpack-related-posts":[],"_links":{"self":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/posts\/71804","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/comments?post=71804"}],"version-history":[{"count":0,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/posts\/71804\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/media\/71805"}],"wp:attachment":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/media?parent=71804"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/categories?post=71804"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/tags?post=71804"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}