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Snap up Tesla stock because a new Twitter CEO will allow Elon Musk to focus on his 'golden child', Wedbush says

May 12, 2023, 15:56 IST
Business Insider
Tesla CEO Elon Musk.REUTERS/Mike Blake
  • Elon Musk's departure as Twitter CEO will boost Tesla's share price, according to Wedbush.
  • Musk said Thursday that he'd found a new boss for the social-media giant and that she'll start in around six weeks.
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Elon Musk's looming departure as Twitter CEO is good news for Tesla investors, according to Wedbush managing director Dan Ives.

Musk said Thursday that he'd found a successor to run the social-media company and that she will start in around six weeks, with the billionaire taking on a new role as Twitter's CTO and executive chair.

"Leaving earlier than originally thought is a positive development for Tesla as well as SpaceX with Musk needing to spend more and more time on these golden child platforms rather than Twitter," Ives wrote Thursday in a research note seen by Insider.

"With the tweet this afternoon, Musk's reign as CEO of Twitter has finally come to an end and thus will be a positive for Tesla's stock, starting to finally remove this lingering albatross from the story," Ives said.

Wedbush maintained its outperform rating for Tesla and shared a 12-month price target of $215, 25% above the $172.08 level the stock traded at as of Thursday's closing bell.

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Musk's chaotic acquisition of Twitter has frustrated Tesla shareholders over the past year.

He sold billions of dollars worth of Tesla stock to fund the deal - and since he completed the takeover in October, many high-profile investors have said he cannot effectively run the three companies he's CEO of at the same time.

At the end of April, a group of 17 Tesla shareholders including big pensions and institutions called for the board to rein in Musk, accusing the world's second-richest man of neglecting his EV company.

Shares climbed 2% after Musk's announcement Thursday and edged up another 1% in Friday's premarket, trading at over $174 shortly after 4 a.m. Eastern Time.

Read more: Fans may think Elon Musk is unbreakable but Tesla needs to find a successor in case his health fails, an activist investor in the carmaker says

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