Dan Ives (@DivesTech) / X

Dan Ives

41.3K posts

Dan Ives

@DivesTech

Official account of Dan Ives. Partner and Senior Managing Director Yorkville Ives: Tech analyst on Wall Street 25+ years. Advisory Board of Zeta 🎯🔥🏆🐂🕶️🌎✈️

NYC/NJ/At An Airport 🌎

Joined January 2019

Dan Ives
@DivesTech
Mar 21, 2022
Tomorrow Musk will officially cut the red ribbon on the Giga Berlin factory with Tesla now establishing a major manufacturing factory within Europe. We view the opening of Giga Berlin as one of the biggest strategic endeavors for Tesla over the last decade. Output expanding key
Dan Ives
@DivesTech
Sep 26, 2025
We are raising price target on Tesla to $600 reflecting our view that an accelerated AI autonomous path is now on the horizon in 2026 and investors are underestimating the major transformation underway. We believe this will be the biggest growth chapter in Tesla’s history 🔥🐂
Dan Ives
@DivesTech
Mar 21, 2025
Leaders lead…and @elonmusk made a huge step forward in our view with holding a quickly put together all-hands meeting tonite for Tesla employees. This was needed for many reasons (that we have discussed over the last wk) and we applaud Musk doing this. Big step forward 🔥🏆🐂🍿
Dan Ives
@DivesTech
Jul 6, 2025
Musk diving deeper into politics and now trying to take on the Beltway establishment is exactly the opposite direction that most Tesla investors want him to take during this crucial period for Tesla. We get why Musk doing this…just causing exhaustion from many investors.
Dan Ives
@DivesTech
Mar 7, 2025
We are adding Tesla to the Wedbush Best Ideas List and reiterate our OUTPERFORM rating and $550 price target. 👇🐂
Dan Ives
@DivesTech
Jul 2, 2024
We are raising our price target on Tesla from $275 to $300; new bull case of $400. We believe the Tesla demand story has made a significant turn for the positive heading into 2H/2025. Tesla AI story could be worth $1 trillion+ and is the most undervalued AI name in our view🐂🍿🏆
Dan Ives
@DivesTech
Jul 8, 2025
Tesla Board of Directions...take the following 3 steps in our view 1. New pay package getting Musk to 25% voting control. Clears a path for xAI merger. 2. Guardrails established for amount of time Musk spends at Tesla as part of pay package 3. Oversight on political endeavors 🎯
Dan Ives
@DivesTech
Jul 24, 2025
We would be buyers on any Tesla weakness. This is an AI story and the autonomous and robotics future is the future. Deliveries under near term pressure…but Musk is driving AI future and autonomous worth $1 trillion to the story. That’s our bull thesis and focus for Tesla🔥🏆🐂
Dan Ives
@DivesTech
Jun 22, 2025
The market will view this Iran threat as now gone and that is a positive for growth in the broader Middle East and ultimately the tech sector. It will take some time for this conflict to settle, but the market will view the worst is now in the rear-view mirror. Expect stocks up
Dan Ives
@DivesTech
Sep 5, 2025
Tesla Board made the right decision and we are big fans on this pay package for Musk. Big goals for Musk and Tesla in this comp package as the AI Revolution takes hold and Tesla heads down the autonomous and robotics path 🏆🐂🔥🎯
Dan Ives
@DivesTech
Dec 15, 2024
Raising price target on Tesla to $515 as we believe the Trump White House will be a "total game changer" for the autonomous and AI story for Tesla and Musk over the coming years. Bull case is $650 for 2025. AI/autonomous opportunity is worth at least $1 trillion 🔥🏆🐂🍿📍
Dan Ives
@DivesTech
Nov 11, 2024
We are raising our price target on Tesla to $400 from $300 as we believe the Trump White House win will be a gamechanger for the autonomous and AI story for Tesla and Musk over the coming years. We estimate the AI/autonomous opportunity is worth $1 trillion alone for Tesla🔥🏆🐂
Dan Ives
@DivesTech
Feb 12, 2025
The worry of the Street around Tesla is Musk dedicating so much time to DOGE takes away from TSLA and causes brand deterioration. We believe bark way worse than the bite in terms of brand issues and balancing time..our focus remains autonomous future. $550 price target 🏆🔥🐂🍿
Dan Ives
@DivesTech
Jan 22, 2025
We are raising our price target on Tesla from $515 to $550 as we have growing confidence in the demand delivery story for 2025 along with a fast tracking of the autonomous future under the Trump Administration. We view this as a golden era for Musk and Tesla into 2025 🔥🏆🐂🍿🤝