For Tesla, the only storytelling is no longer enough

The tumult increases for the American brand. For example, The point with Valérie Noël, trading manager at Syz bank. Furthermore,

The results presented Wednesday. Therefore, July 23, confirmed it again: Tesla crosses a difficult period. Nevertheless, It is marked by a fall in its sales of electric vehicles (-13.5% in the last quarter), a decline of 12% of its turnover and a drastic drop of 42% of its operating profit. In addition, “We are in a transitional period. In addition. Additionally, In addition, we could probably know other difficult quarters” admitted Elon Musk, however ensuring that the bets taken by his group would be paid in the long term.

Should you see a simple turbulence or the beginning of a tesla, only storytelling no longer new more structural decline? Moreover, It is the big unknown in this middle of the year. Consequently. Meanwhile, tesla, only storytelling no longer Only certainty: the promises of its emblematic boss are no longer enough to reassure in view of the decline. Nevertheless, of 30% of the action of the American brand. For example, We talk about it with Valérie Noël, trading manager at Syz bank.

The Tesla action had a year in a sawfall. Nevertheless, After a strong progression at the end of 2024, it has been down since the beginning of 2025. For example, Is it an opportunity for investment in the brand?

The evolution of Tesla’s course illustrates well the often volatile nature of technological values. Meanwhile, even more when they are strongly exposed. In addition, After a spectacular rebound at the end of 2024. For example. Consequently, carried by the enthusiasm aroused by artificial intelligence and tesla, only storytelling no longer new the projects of Robotaxis, the title has corrected, translating questions about the growth of volumes, the competitive environment and the margins.

This volatility tesla, only storytelling no longer is not unusual for Tesla. In addition, It reflects a readjustment between long -term ambitions and operational realities. Furthermore, For some investors, this can represent an entry point; For others, a call to prudence. Therefore. What is certain is that the valuation of Tesla remains closely linked to its ability to make its promises of innovation. Furthermore, defend its market share in the face of ever more lively competition.

“Such an ambition has its setback: it supposes to succeed on several fronts simultaneously. Therefore, in sectors that are both very competitive and delicious in capital.”

The markets seem to be shared as to the potential of robotaxis. Furthermore, Real revolution or risky bet?

The Robotaxis project embodies Tesla’s ambition to tesla, only storytelling no longer new become a major player in autonomous mobility. The potential is undeniable: reduction in transport costs, large -scale deployment of a driverless fleet, and technological advances. Tesla has also tesla, only storytelling no longer launched in Austin. Texas, a pilot phase of its service, with modified models, devoid of steering wheel and pedals. These vehicles circulate in a limited area, with an employee on board responsible for supervising the journeys. An extension to San Francisco is scheduled soon, subject to regulatory authorizations.

But this disruptive potential still faces several obstacles: legal framework, technological reliability, security, and societal acceptability. If long -term enthusiasm remains, prudence prevails in the short term. Everything will now depend on regulation, time … and the ability to establish confidence.

By renamed Tesla Motors by simply “Tesla”. Elon Musk quickly displayed her ambition not to limit herself to the automobile. but make her business a kind of tesla, only storytelling no longer new google of innovation. An overly daring bet for such a young business?

This name change translated a clear vision: to make Tesla much more than an automotive manufacturer. by building a technological ecosystem tesla, only storytelling no longer encompassing solar energy, storage, robotics and artificial intelligence. This diversification can be perceived as a real force capable of generating powerful long -term synergies.

But such an ambition has its setback: it supposes to succeed on several fronts simultaneously. in sectors that are both very competitive and delicious in capital. As the company grows, expectations increase, and markets become more sensitive to delays, unwarmed promises or contradictory signals. This bet is therefore daring … and demanding.

Sales are down. Is it due to a lack of new models?

The rate of product innovation is crucial in the automotive industry, particularly in electricity, where competition intensifies. Tesla has long benefited from a tesla, only storytelling no longer new technological advantage and a pioneer image. But some observers believe that a renewal of the range. with the arrival of new models, is now necessary to maintain the interest of consumers. Sales withdrawal could translate a form of tesla. only storytelling no longer wait -and -see on the part of the market, pending concrete new features. Faced with Chinese competition that is both aggressive and innovative, this question becomes strategic for the future.

For a long time the competition was not really a problem for Tesla. Is it fair to say that the situation has changed for the American manufacturer?

Yes, without a doubt. Tesla has long benefited from a technological advance and a pioneer positioning. But the acceleration of European manufacturers. and especially the dazzling boom in Chinese groups like Byd, exerts new pressure – on prices, innovation and distribution channels.

Elon Musk’s public speech has always tesla, only storytelling no longer new influenced the course of Tesla action – as well as in trouble. Has the American billionaire now become the worst enemy of his own business?

His charismatic personality has long been a powerful engine for Tesla. Its public positions. sometimes provocative. as well tesla, only storytelling no longer as its strong media exposure on other fronts, help to divert attention from the industrial strategy of the company. For some observers, it now represents a significant factor in market volatility.

Could the brand do without the vision of Elon Musk?

It is a real strategic question. The governance of a hypercroissance company often rests, at first, on the vision and impulse of an emblematic founder. Elon Musk embodies innovation, risk taking and a rare ability to capture the attention of markets.

But in the longer term. the sustainability of the model will depend on Tesla’s ability to integrate: set up tesla, only storytelling no longer new a more structured governance. solid decision -making relays, independent of the sole personality of the founder. This is a key step for any aspiring business to go from the status of pioneer to that of. a sustainably established actor.

On the stock market. the evolution of tesla. only storytelling no longer the Tesla course has always rested on a strong narrative and promises of future growth. Is this narrative broken in your eyes?

Tesla has long been valued on the basis of promises of a future out of rupture: radical transformation of. the automotive industry. technological advances in batteries, artificial intelligence or even robotaxis. This story based on anticipation has aroused exceptional craze, propelling valuation at very high levels.

But today, markets are becoming more demanding. They await tangible evidence: solid margins in a tense competitive environment. real capacity for innovation, and successful diversification beyond the automotive sector.

The tesla, only storytelling no longer new narrative may not be broken, but it is clearly put to the test. Tesla enters a phase where execution will count at least as much as vision. Its ability to materialize its promises will be decisive to revive the growth dynamics expected by the markets.

What would this narrative be needed tesla, only storytelling no longer to find the momentum of the beginnings?

Tesla retains a faithful basis of individual investors (Retail Investors). seduced by the vision of Elon Musk. the innovative image of the brand and its pioneer role in electric mobility as in artificial intelligence. This community remains important support, especially on social networks and during the high volatility phases.

But even among these historical investors, the requirement of concrete results is strengthening. Enthusiasm remains. but he now cohabits with more requirement. and sometimes a certain impatience in the face of the gap between the posted promises tesla, only storytelling no longer new and their implementation.

To fully revive the narrative of the beginnings. Tesla will have to clarify its strategy, demonstrate its ability to execute its product roadmap, and deliver tangible results. In a market environment that has become more demanding, the only storytelling is no longer enough.