*Walter Bloomberg|Nov 05, 2025 21:10
TESLA’S 1 TRILLION PAY VOTE: ANALYSTS DIVIDED
Dan Ives – Wedbush
Ives expects shareholders to approve Musk’s 1T pay plan, calling it vital to keep him focused on Tesla’s AI, robotics, and autonomy goals. He maintains an Outperform rating and 600 target, saying the plan ties pay to huge milestones like 1M robotaxis and 20M vehicles.
Adam Jonas – Morgan Stanley
Jonas warns approval isn’t certain. A rejection could trigger a 10%+ stock drop and raise succession doubts. He notes Musk wants 25% voting control to stay firmly in charge as Tesla pushes into robotics and AGI.(*Walter Bloomberg)
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