Tesla Expected to Elevate an Internal Candidate to CEO if Elon Musk Departs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 28 2025
0mins
Should l Buy TSLA?
Source: TipRanks
Musk's Pay Package Vote: Tesla is preparing for the possibility of CEO Elon Musk stepping down if shareholders reject his proposed $1 trillion pay package, which would grant him a 25% stake in the company upon achieving performance goals.
Board's Succession Plan: If Musk leaves, Tesla's board plans to promote a new CEO from within, with global production chief Tom Zhu as a potential candidate, while also considering outside options.
Investor Engagement: The board is actively engaging with large and retail investors ahead of the Nov. 6 vote, despite proxy advisers recommending against the pay package, which adds pressure to secure support.
Analyst Ratings and Stock Outlook: Analysts have a Hold consensus rating on TSLA stock, with an average price target of $383.66 per share, indicating a potential downside risk of 16.4%.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to rise
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 392.430
Low
25.28
Averages
401.93
High
600.00
Current: 392.430
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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