La chaîne d'options affiche les données clés des options sur actions de Able View Global à différents prix d'exercice et dates d'expiration. Les traders utilisent ces informations pour analyser les transactions potentielles et évaluer le sentiment du marché pour Able View Global..

Able View Global (NASDAQ:ABLV) Stock, Chaîne d'Options

Able View Global Inc operates as a brand management partner of international beauty and personal care brands in China. It provides full-service solutions covering marketing plan, branding, digital and social marketing, omni-channel sales, customer service, overseas logistics, warehouse, and fulfillment. The firm generates revenue from product sales by distributing and selling cross-border products from various brand owners to Chinese consumers.

Able View Global Inc. - Class B Ordinary Shares

Able View Global Inc

Jefferies analyst Linda Tsai initiates coverage on SailPoint (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SAIL#NASDAQ">SAIL</a>) with a Buy rating and announces Price Target of $26.

News

Price Target

Initiation

Analyst Ratings

SAIL

Jefferies Initiates Coverage On SailPoint with Buy Rating, Announces Price Target of $26

RDFN

Bloomberg Reporting Rocket Companies To Acquire Redfin For $12.50/Share In All Stock Transaction

MLYS

Trading Halt: Halted at 6:55:00 a.m. ET - Trading Halt: Halt News Pending

Jefferies analyst Linda Tsai upgrades Mid-America Apartment (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MAA#NYSE">MAA</a>) from Hold to Buy and raises the price target from $148 to $190.

Upgrades

Jefferies Upgrades Mid-America Apartment to Buy, Raises Price Target to $190

Primo Brands Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PRMB#NYSE">PRMB</a>) ("Primo Brands" or the "Company") today announced that one of its stockholders (the "Selling Stockholder"), an affiliate of One Rock Capital Partners, intends to offer for sale in an underwritten secondary offering 45,000,000 shares of the Company's Class A common stock, par value $0.01 per share (the "Class A Common Stock"), pursuant to the Company's shelf registration statement on Form S-1 filed with the Securities and Exchange Commission (the "SEC"). The Selling Stockholder will receive all of the net proceeds from this offering. No shares are being sold by the Company. The Selling Stockholder expects to grant the underwriters a 30-day option to purchase up to 6,750,000 additional shares of Class A Common Stock.
&nbsp;
Morgan Stanley and BofA Securities are acting as joint lead book-running managers for the offering. J.P. Morgan, RBC Capital Markets and Barclays are acting as joint book-running managers for the offering. BMO Capital Markets, Deutsche Bank Securities, Jefferies, Goldman Sachs &amp; Co. LLC, Mizuho, TD Cowen, Truist Securities and William Blair are acting as joint bookrunners for the offering. Drexel Hamilton, LLC and Loop Capital Markets are acting as co-managers for the offering.
Subject to the completion of the Offering, the Company intends to repurchase from the underwriters 4,000,000 shares of the Class A Common Stock being sold in the offering at a price per share equal to the price per share paid by the underwriters to the Selling Stockholder in the offering. The Company intends to fund the share repurchase with cash on hand. The closing of the share repurchase is conditioned on, and expected to occur simultaneously with, the closing of the offering. The offering is subject to market and other conditions, and there can be no assurance as to whether or when the offering may be completed.

Offerings

PRMB

Primo Brands Stockholder to Sell 45M Stock, Company Plans to Buy Back 4M in Secondary Offering

Jefferies analyst Linda Tsai upgrades Independence Realty Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IRT#NYSE">IRT</a>) from Hold to Buy and raises the price target from $20 to $24.

Jefferies Upgrades Independence Realty Trust to Buy, Raises Price Target to $24

<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="900" height="600" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/03/10063817/Maoyan.jpeg" alt="" class="wp-image-7452" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/03/10063817/Maoyan.jpeg 900w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/03/10063817/Maoyan-300x200.jpeg 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/03/10063817/Maoyan-768x512.jpeg 768w" sizes="(max-width: 900px) 100vw, 900px" /></figure>
The movie ticketing platform was dragged down by a 23% decline in China's box office last year, but held out hope for a stronger 2025
<h4 class="wp-block-heading">Key Takeaways:</h4>
<ul>
<li>Maoyan said its profit fell by more than 80% in 2024 on a weak performance at China's box office</li>
<li>The movie ticket seller has gotten off to a strong start this year as it benefits from the record box office for animated blockbuster ‘Ne Zha 2'</li>
</ul>
China's box office got a bounce post-pandemic from people eager to return to theaters, many of which were previously shut or operated on a limited basis to keep Covid-19 in check. But that bounce has faded lately as life returns to normal. A weak economy isn't helping matters either, causing China's box office to shrink by more than 20% last year as people reined in their spending on non-essential items like movie viewing.
The gloom cast a shadow over leading online movie ticketing platform&nbsp;Maoyan Entertainment&nbsp;(1896.HK) last year, causing its business to sag. Late last month, the company&nbsp;<a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2025/0227/2025022700893.pdf">warned that</a>&nbsp;its revenue last year fell around 14% to between 4.05 billion yuan ($560 million) and 4.15 billion yuan, as its profit plummeted around 80% to between 150 million yuan and 200 million yuan. Despite that gloom, it held out hope for better times this year on a strong performance for the Chinese box office over the recent Lunar New Year holiday.
<h4 class="wp-block-heading">Slumping box office</h4>
Maoyan attributed the profit decline mainly to the drop in China's box office last year. The number of moviegoers also fell 22.3% year-on-year to 1.01 billion viewings. The situation was especially grim in the second half of the year, when the box office plunged 35.1% year-on-year, sending a chill through Maoyan's core movie ticketing business.
As a movie investor, Maoyan also took a hit from poor performance for some of its productions, leading to a substantial decline in profits from its content services business.
One bright spot for the company was the live entertainment market, which managed to grow in 2024 to historic highs. But revenue related to that business is relatively small for Maoyan, with movie production and ticket sales much larger, leading to the company's sharp profit decline.
Despite the grim year, Maoyan was quite optimistic about 2025. It pointed out that China's national box office exceeded 22.2 billion yuan as of Feb. 26, with new records set during the important Chinese New Year holiday season. It said "Detective Chinatown 1900," for which it was the lead distributor and producer, was the second highest gross film during the period, taking in more than 3.3 billion yuan.
Furthermore, it said some of the other films it helped to produce or distribute, including "Endless Journey of Love," have been scheduled, while "The Litchee Road," "De Xian Jin Zhi," "The Dumpling Queen" and many others are steadily progressing for release at the right time.
Maoyan's bullish eye on this year owes largely to the strong Chinese New Year box office performance, which was mainly attributable to the blockbuster animated film "Ne Zha 2." Not only did the film become China's top-grossing movie, but it also entered the global box office top 10 and became the highest-grossing animated movie of all time. Its box office already exceeds 14 billion yuan, equivalent to one-third of the Chinese box office in 2024.
<h4 class="wp-block-heading">Serendipitous success</h4>
Maoyan commands a majority 60% China's online ticketing market, which means the company automatically benefits from a higher box office. But whether the box office can continue its strong year as "Ne Zha 2" inevitably fades remains an open question. It's hardly guaranteed that more blockbusters will emerge this year. Moreover, an element of serendipity in the unprecedented popularity of "Ne Zha 2" won't be easy to replicate.
On a broader time horizon, China's box office has gradually returned to normal in the post-pandemic era. It plunged during the pandemic, falling from 47 billion yuan in 2021 to just 30 billion yuan at the peak in 2022, before bouncing back to 55 billion yuan in 2023 with the end of restrictions. But then it slipped again to 42.5 billion yuan in 2024 as the rebound ran out of fuel. Generally speaking, the annual figure should normally fall between 40 billion yuan and 50 billion yuan, meaning Maoyan, as the largest online ticket seller, is unlikely to achieve any major breakthrough as long as it stays in that range.
Maoyan's other major revenue source, movie distribution and production, also depends on hit movies, which is beyond its control. In that regard it's certainly not alone, as even Hollywood has yet to figure out a guaranteed formula that can spell the difference between success and failure for a movie.
<h4 class="wp-block-heading">Viewing blues</h4>
China's sluggish economy is the most important factor in the current environment, making people naturally more cautious with their money. Even though movie tickets are relatively cheap, it's even cheaper to watch them online not long after their theatrical releases, and cautious consumers may be happy to wait to save some money. That bodes poorly for companies like Maoyan over the longer term, despite the strong start to 2025.
Maoyan's stock currently trades at a price-to-earnings (P/E) ratio of about 9 times. We can ignore comparisons to its major shareholder, "Ne Zha 2" creator&nbsp;Enlight Media&nbsp;(300251), whose ratio has skyrocketed to 140 times on the success of its huge hit. In fact, Maoyan's actual ratio is probably a bit higher than 9 times, based on its latest profit guidance, which would place it at 30 to 40 times. But such movie-related stocks may be shunned by long-term investors put off by their unpredictability.
"The one that shapes my destiny will always be myself rather than the God," the heroine in "Ne Zha" utters at one point in the movie. But piloting their own destinies may be difficult for movie-related companies like Maoyan, whose fate can hinge on just one or two successes or box office flops.

Asia

Entertainment

Equities

Struggling Maoyan Gets a Boost In 2025 From 'Ne Zha 2'

Jefferies analyst Linda Tsai upgrades Camden Prop Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPT#NYSE">CPT</a>) from Hold to Buy and raises the price target from $117 to $139.

Jefferies Upgrades Camden Prop Trust to Buy, Raises Price Target to $139

The most oversold stocks in the consumer staples sector presents an opportunity to buy into undervalued companies.
The RSI is a momentum indicator, which compares a stock&#8217;s strength on days when prices go up to its strength on days when prices go down. When compared to a stock&#8217;s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the <a href="https://www.benzinga.com/topic/rsi">RSI is below 30</a>, according to <a href="https://pro.benzinga.com/">Benzinga Pro</a>.
Here's the latest list of major oversold players in this sector, having an RSI near or below 30.
<h3 class="wp-block-heading">Target Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>)</h3>
<ul>
<li>On March 4, the company reported a fourth-quarter sales decline of 3.1% year-on-year to $30.91 billion, beating the analyst consensus estimate of $30.84 billion. "Our team grew traffic and delivered better-than-expected sales and profitability in our biggest quarter of the year," said chair and chief executive officer Brian Cornell. The company's stock fell around 12% over the past month and has a <a href="https://www.benzinga.com/quote/TGT">52-week low of $112.10</a>.</li>
<li>RSI Value: 29</li>
<li>TGT Price Action: Shares of Target gained 0.9% to close at $115.08 on Friday.</li>
<li>Benzinga Pro's real-time newsfeed alerted to latest TGT <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent031025&amp;t=be2bearmibe3na1">news</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent031025&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="902" height="828" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/09102905/image-39.png" alt="" class="wp-image-815446" style="width:592px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/09102905/image-39.png 902w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/09102905/image-39-300x275.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/09102905/image-39-768x705.png 768w" sizes="(max-width: 902px) 100vw, 902px" /></a></figure>
<h3 class="wp-block-heading">Eastside Distilling Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BLNE#NASDAQ">BLNE</a>)</h3>
<ul>
<li>On Feb. 19, Eastside Distilling closed a $5 million private placement. Over half of the capital came from Nick Liuzza, the founder and CEO of Beeline Financial Holdings, who invested $2.9 million.. The company's stock fell around 2% over the past five days and <a href="https://www.benzinga.com/quote/BLNE">has a 52-week low</a> of $0.41.</li>
<li>RSI Value: 19.1</li>
<li>BLNE Price Action: Shares of Eastside Distilling gained 1.2% to close at $0.75 on Friday.</li>
<li>Benzinga Pro&#8217;s charting tool helped identify the trend in <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent031025&amp;t=be2bearmibe3na1">BLNE stock</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent031025&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="916" height="842" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/09102956/image-40.png" alt="" class="wp-image-815447" style="width:541px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/09102956/image-40.png 916w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/09102956/image-40-300x276.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/09102956/image-40-768x706.png 768w" sizes="(max-width: 916px) 100vw, 916px" /></a></figure>
<h3 class="wp-block-heading">Zevia Pbc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZVIA#NYSE">ZVIA</a>)</h3>
<ul>
<li>On Feb. 26, Zevia issued FY25 revenue guidance below estimates. &#8220;We are pleased to have ended the year on a strong note with a return to top line growth and significant progress towards achieving profitability. We elevated our brand identity, advanced our three strategic growth pillars and continued to lay a strong foundation for growth and profitability over the long term.&#8221; said Amy Taylor, President and Chief Executive Officer of Zevia. The company's stock fell around 37% over the past month and has a 52-week <a href="https://www.benzinga.com/quote/ZVIA">low of $0.62.</a></li>
<li>RSI Value: 27.5</li>
<li>ZVIA Price Action: Shares of Zevia fell 2.7% to close at $2.17 on Friday.</li>
<li>Benzinga Pro&#8217;s signals feature notified of a potential <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent031025&amp;t=be2bearmibe3na1">breakout in ZVIA shares</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent031025&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="871" height="846" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/09103132/image-41.png" alt="" class="wp-image-815448" style="width:515px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/09103132/image-41.png 871w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/09103132/image-41-300x291.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/09103132/image-41-768x746.png 768w" sizes="(max-width: 871px) 100vw, 871px" /></a></figure>
Read This Next: 
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/03/44187903/top-2-consumer-stocks-that-could-blast-off-this-quarter">Top 2 Consumer Stocks That Could Blast Off This Quarter</a></li>
</ul>

Long Ideas

Pre-Market Outlook

Markets

Trading Ideas

BLNE

ZVIA

Top 3 Defensive Stocks That Are Preparing To Pump This Month

Shares of Checkpoint Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CKPT#NASDAQ">CKPT</a>) rose sharply in today's <a href="https://www.benzinga.com/quote/CKPT/news">pre-market trading</a>.
Sun Pharma announced plans to acquire Checkpoint Therapeutics in a $355 million deal.
Checkpoint Therapeutics shares jumped 66% to $4.10 in the pre-market trading session.
Here are some other stocks moving in pre-market trading.
<h3 class="wp-block-heading">Gainers</h3>
<ul>
<li>AtlasClear Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ATCH#NYSE">ATCH</a>) rose 79.9% to $2.50 in pre-market trading after falling 12% on Friday.</li>
<li>Sharps Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STSS#NASDAQ">STSS</a>) gained 63.9% to $0.4863 in pre-market trading after gaining more than 12% on Friday.</li>
<li>Icon Energy Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ICON#NASDAQ">ICON</a>) gained 37.1% to $0.2315 in pre-market trading after jumping 16% on Friday.</li>
<li>Trevi Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TRVI#NASDAQ">TRVI</a>) gained 25.4% to $5.39 in pre-market trading after reporting topline results from its Phase 2a RIVER trial of Haduvio For the treatment of patients with RCC (N=66).</li>
<li>Sonoma Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNOA#NASDAQ">SNOA</a>) gained 19% to $2.38 in pre-market after dipping 8% on Friday.</li>
<li>NET Power Inc.  (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NPWR#NYSE">NPWR</a>) rose 16.4% to $8.07 after gaining 7% on Friday.</li>
<li>Veren Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRN#NYSE">VRN</a>) gained 14.1% to $5.60 in pre-market trading. Whitecap Resources and Veren announced plans to combine in a $15 billion transaction to create a leading Canadian light oil and condensate producer.</li>
<li>Mineralys Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MLYS#NASDAQ">MLYS</a>) shares climbed 13.3% to $11.92 in pre-market trading after the company said it will announce topline data from its LAUNCH-HTN and ADVANCE-HTN trials on March 10.</li>
<li>Exodus Movement, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EXOD#NYSE">EXOD</a>) gained 6.8% to $31.39 in pre-market trading.</li>
</ul>
<h3 class="wp-block-heading">Losers</h3>
<ul>
<li>Able View Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABLV#NASDAQ">ABLV</a>) shares fell 26.4% to $1.28 in pre-market trading after jumping 129% on Friday.</li>
<li>SUNation Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SUNE#NASDAQ">SUNE</a>) dipped 18.2% to $0.3261 in pre-market trading after surging 125% on Friday.</li>
<li>Advanced Biomed Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADVB#NASDAQ">ADVB</a>) declined 17% to $3.03 in pre-market trading. Advanced Biomed announced the closing of $6.56 million initial public offering.</li>
<li>Starbox Group Holdings Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STBX#NASDAQ">STBX</a>) shares fell 15.4% to $0.33 in pre-market trading after jumping 7% on Friday.</li>
<li>Kazia Therapeutics Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KZIA#NASDAQ">KZIA</a>) fell 15.3% to $1.00 in today's pre-market trading after jumping 40% on Friday.</li>
<li>Plus Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PSTV#NASDAQ">PSTV</a>) fell 13.4% to $1.36 in pre-market trading after gaining 9% on Friday.</li>
<li>Twin Vee Powercats Co. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VEEE#NASDAQ">VEEE</a>) shares tumbled 11.8% to $0.35 in pre-market trading.</li>
<li>Phoenix Motor Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEV#NASDAQ">PEV</a>) fell 9.2% to $0.2965 in pre-market trading. Phoenix Motor said it projected 2024 revenue of $30 million-$31 million, up from $3 million in 2023.</li>
<li>Intuitive Machines, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LUNR#NASDAQ">LUNR</a>) shares dipped 9.2% to $7.95 in pre-market trading. Intuitive Machines shares dipped 22% on Friday after the company&#8217;s lander experienced technical issues.</li>
<li>Robinhood Markets, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) fell 6.3% to $41.58 in pre-market trading.</li>
</ul>
Now Read This: 
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/03/44187903/top-2-consumer-stocks-that-could-blast-off-this-quarter">Top 2 Consumer Stocks That Could Blast Off This Quarter</a></li>
</ul>

ABLV

ADVB

ATCH

CKPT

EXOD

HOOD

ICON

KZIA

LUNR

NPWR

PSTV

SNOA

STBX

STSS

SUNE

TRVI

VEEE

Why Checkpoint Therapeutics Shares Are Trading Higher By Around 66%; Here Are 20 Stocks Moving Premarket

Compass Point analyst Floris Van Dijkum downgrades Host Hotels &amp; Resorts (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HST#NASDAQ">HST</a>) from Buy to Neutral and lowers the price target from $20 to $18.

Downgrades

Compass Point Downgrades Host Hotels & Resorts to Neutral, Lowers Price Target to $18

Compass Point analyst Floris Van Dijkum downgrades Pebblebrook Hotel (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEB#NYSE">PEB</a>) from Buy to Neutral.

Compass Point Downgrades Pebblebrook Hotel to Neutral

This updated guidance reflects the Company's continued momentum in the second quarter of fiscal 2025 for its core U.S. Healthcare Solutions reportable segment and does not reflect any change in expectations for its recently completed acquisition of Retina Consultants of America.

Earnings

Guidance

Health Care

General

Cencora Expects 2025 Adjusted EPS Of $15.30-$15.60, Up From The Previous Range Of $15.25-$15.55 Compared To Consensus Of $16.82-8K

Jefferies analyst John Colantuoni upgrades Airbnb (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABNB#NASDAQ">ABNB</a>) from Hold to Buy and raises the price target from $165 to $185.

ABNB

Jefferies Upgrades Airbnb to Buy, Raises Price Target to $185

Gary Black has highlighted a ‘misinterpretation' by the media regarding Tesla Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) first-quarter delivery shortfall.
As per the Tesla bull, reports have attributed Elon Musk&#8216;s political comments and DOGE spending cutbacks, but Black points to a different cause.
What Happened: In a social media post on X, Black said the actual reason for the delivery shortfall is that buyers are delaying their <a href="https://www.benzinga.com/tech/25/01/42905406/tesla-launches-refreshed-model-y-in-china-amid-rising-competition">Model Y</a> purchases until the refreshed version is launched.
While some Democrats may be less inclined to buy Teslas due to Musk&#8217;s political stance, Black suggests that Republicans might appreciate Musk&#8217;s statements and his involvement with DOGE.
This perspective challenges the narrative that political factors are the main reason for the delivery delays.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Many in the media are starting to recognize the shortfall in <a href="https://twitter.com/search?q=%24TSLA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$TSLA</a> 1Q delivs is due in large part to buyers delaying taking deliveries of Model Y until the refreshed version is available. The naive media keeps blaming the 1Q delivery shortfall on Elon's political comments and… <a href="https://t.co/zhq9S6TONj">pic.twitter.com/zhq9S6TONj</a>
&mdash; Gary Black (@garyblack00) <a href="https://twitter.com/garyblack00/status/1898098447011475660?ref_src=twsrc%5Etfw">March 7, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Black&#8217;s post suggests that the media&#8217;s focus on Musk&#8217;s political activities may overlook other significant factors affecting Tesla&#8217;s sales performance. As the refreshed Model Y becomes available, it could potentially shift the delivery numbers in future quarters.
Why It Matters: The delivery shortfall comes at a time when Tesla&#8217;s sales have been under scrutiny. In September 2024, Gene Munster, a tech venture capitalist, noted that Tesla might report a<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/09/41082647/tesla-could-report-slight-q3-deliveries-miss-amid-musks-political-controversies-mun"> slight miss</a> in Q3 deliveries due to Musk&#8217;s political controversies. Despite this, Munster remained optimistic about Tesla&#8217;s growth potential.
In early 2025, Tesla&#8217;s sales in California dropped by 12%, raising questions about the impact of Musk&#8217;s political support for Donald Trump on <a href="https://www.benzinga.com/trading-ideas/25/02/43447273/tesla-sales-drop-12-in-california-is-elon-musks-support-for-donald-trump-hurting-ev-sales">EV sales</a>. Additionally, <a href="https://www.benzinga.com/25/01/43152718/tesla-to-have-a-choppy-first-half-owing-to-new-ev-policies-deliveries-and-margins-however-this-analyst-expect-over-20-upside-from-current-level-with-a-500-target-price">analysts</a> predicted a &#8220;choppy&#8221; first half for Tesla due to new EV policies and uncertainties in deliveries.
Tesla&#8217;s California sales hit a four-year low, with <a href="https://www.benzinga.com/25/02/43765071/teslas-california-sales-hit-four-year-low-amid-political-concerns-researcher-says-left-leaning-customers-are-turning-away-from-ev-giant">researchers</a> attributing this to Musk&#8217;s political actions. The ongoing political climate, including potential tariffs on Mexico, could further impact Tesla&#8217;s operations, as highlighted in a <a href="https://www.benzinga.com/25/03/44176616/trump-vs-musk-tesla-to-be-hurt-by-tariffs-on-mexico-despite-friendship">March 2025 report</a>.
Check out more of Benzinga's Future Of Mobility coverage by <a href="https://www.benzinga.com/topic/mobility">following this link.</a>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/03/44213295/tesla-suspected-of-ev-rebate-manipulation-in-canada-amid-sudden-sales-surge-tesla-gamed-the-system-says-industry-body">Tesla Suspected Of EV Rebate Manipulation In Canada Amid Sudden Sales Surge Before Deadline: &#8216;Tesla Gamed The System&#8217;, Says Industry Body</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

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