Tesla's (TSLA) stock took another hit on Monday, sliding nearly 8.5% at 11.14am, and wiping out what was once a massive 91% post-election rally. Shares are now at their lowest level of 2025, down more than 40% year-to-date, as Wall Street digests a wave of bad news. UBS slashed its price target on Tesla, warning that vehicle deliveries could shrink by 5% this year—marking a rare second straight year of negative growth. Adding to the chaos, Tesla locations across the U.S. and Europe saw protests flare up over Elon Musk's deepening ties to the Trump administration, further pressuring the stock.

Tesla's problems don't stop there. The broader market is also struggling, with the Nasdaq Composite slipping into correction territory as concerns over Trump's economic policies weigh on tech stocks. But Tesla has unique risks beyond just macroeconomic jitters. The company is directly exposed to Trump's new tariffs, which could disrupt supply chains and hurt sales in China—Tesla's second-largest market. Analysts are split on the company's next move. UBS is sounding the alarm, while Wedbush remains bullish, arguing that Tesla is about to enter its biggest innovation cycle yet. A lower-cost EV model and the upcoming launch of unsupervised Full Self-Driving in June could be game changers.

For now, though, investors aren't buying the long-term AI dream. Tesla's stock is trading below its 200-day moving average, signaling a potential deeper slide. Even Elon Musk, Tesla's largest shareholder, is feeling the heat—his net worth has cratered by $134 billion since December. The big question: Can Tesla turn things around with new tech and automation, or is this just the start of a much bigger selloff?