On April 22, 2025, Tesla (TSLA) closed at $237.97, up a solid $10.47 (+4.60%) for the day, with an extra $9.16 (+3.85%) bump in after-hours trading. Following the Q1 earnings release, Tesla is showing serious signs of a rebound, and Elon Musk’s latest comments during the earnings call are lighting a fire under this electric vehicle titan. With technicals, fundamentals, and Musk’s strategic pivot in the mix, Tesla is flipping the script, kicking off a new chapter as it rises from the ashes and rekindles faith in the AI and EV king.
Technicals: A Rebound in the Making
The daily chart tells a story of resilience. Tesla’s stock had plummeted from a 2025 peak of $359.85 to a low of $214.25, but the April 22 rally signals momentum. At $237.97, the stock is still below its short-term moving averages (MA5: $240.50, MA10: $245.36), but it’s broken through the key support at $248.40 and is eyeing the next resistance at $304.12. If it can hold above the moving averages, Tesla might just be setting the stage for a stronger rally, marking the start of this new chapter.
Fundamentals: Challenges Meet Bright Spots
Tesla’s Q1 earnings showed revenue of $193.4 billion, down 9.2% year-over-year and missing Wall Street’s $213.7 billion estimate. Earnings per share came in at $0.12, a 71% drop, also below the expected $0.33. Deliveries were 336,700 vehicles, down 13% from last year, reflecting tougher competition and brand headwinds. On the flip side, Tesla’s energy storage business stole the show, with deployments hitting 10.4 GWh, up 157% year-over-year, offering a bright spot for this new chapter.
Musk’s Comeback: The Heart of the New Chapter
Musk dropped a bombshell during the earnings call, announcing he’s scaling back his time with Trump’s “Department of Government Efficiency” (DOGE) starting next month, limiting it to just a day or two a week “as long as it’s useful and Trump wants me to keep going.” He made it clear: DOGE’s main work is done, and it’s time to get back to Tesla. This move directly addresses investor concerns about Musk’s political involvement hurting Tesla’s brand. According to Electrify Research, Tesla’s brand appeal has slipped from the most popular EV brand in 2023 to seventh place by January 2025, partly due to backlash from Musk’s political stances. His refocus on Tesla has investors buzzing, seeing it as the dawn of a new chapter for the company.
Musk also doubled down on autonomous driving, saying Tesla plans to roll out its first unsupervised Full Self-Driving (FSD) service in Austin by June 2025, stressing that safety standards need to be “extremely high” . He added that the Robotaxi (Cybercab) project is moving forward, though he didn’t nail down a timeline. These updates paint a vision of an AI-driven future, fueling excitement for Tesla’s new chapter.
Headwinds and How Tesla’s Tackling Them
Tesla’s new chapter isn’t without its hurdles. CFO Vaibhav Taneja warned that Trump’s proposed 25% tariffs on imported autos could hit Tesla’s profitability hard, given its reliance on global supply chains. Musk had already vented on X about the tariffs, saying they’ve doubled part costs and forced Tesla to delay a low-cost Model Y . On top of that, the delivery drop has been blamed on “malicious sabotage and hostility,” which Musk chalked up to “political reasons” on X .
The Dawn of a New Chapter
Despite the earnings miss, Tesla’s after-hours surge shows the market’s pumped about Musk’s return to the driver’s seat. Investors are eager for him to lock in a timeline for the low-cost model and see FSD and Robotaxi projects reignite growth. Musk’s refocus marks the true beginning of Tesla’s new chapter.
Wrapping Up
Tesla’s on the cusp of a fresh start. Technical signals of a rebound, a booming energy storage business, and Musk’s renewed focus are paving the way for a comeback. But tariffs, brand challenges, and competition loom large. Investors should keep a close eye on what’s next, as this EV and AI giant looks to reclaim its throne in this new chapter!
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