📰 $TSLA – PIPER SANDLER ON TESLA: ‘ANGST RE: BRAND DAMAGE IS OVERDONE’ The analyst comments: Elon Musk’s political actions likely hurt Tesla’s demand somewhat, but supply issues are the main reason for Q1’s double-digit delivery drop. Factory shutdowns limited Model Y production, capping deliveries even with high demand. With new products and a robo-taxi launch soon, we maintain our Overweight rating and $450 price target.