Tesla stock price June 2025 could be influenced by broader ESG fund flows, as sustainable investment themes gain traction amid upcoming EU carbon regulatory changes. Tesla’s high ESG ratings position it well for incremental capital inflows. He also points to the long-term mix shift from hardware to autonomy and robotics, which will help strengthen margins in the near term. These tax credits have been a driver of Tesla's sales and profits. Brinkman estimates EV subsidies represent about 52% of Tesla's current profits, which could be wiped out by Trump's "big, beautiful bill." Strong free cash flow generation projected for Q2 2025 is another factor supporting Tesla stock price June 2025 outlook, with reinvestment into R&D enhancing growth potential.