Institutional investors tracking Tesla stock forecast 2025 point to the potential impact of AI-powered manufacturing efficiencies, predicting cost-per-vehicle could drop by 5–8%, leading to improved operating margins and sustained profit growth through mid-decade. Tesla's huge Q3 follows similarly strong EV sales results from GM ( GM ), Ford ( F ), and Rivian . Buyers likely pulled forward EV sales after the Republican-led US government phased out the federal $7,500 EV tax credit. Crucially, he talked about critical drivers beyond traditional carmaking, a thesis that, if correct, reshapes how investors value Tesla from here.