Dan Ives

“The Roadster will not move the volume or revenue needle, with production likely limited, and investors should not model it as a growth driver,”

Dan Ives · said date not stated · reported 2026-10-16

Dan Ives of Yorkville Ives said in a research note that the Roadster will not move volume or revenue.

“What it does is restore the brand halo at the top of the market and put a spotlight on the engineering stack a week before the FY3Q26 print on October 21st.”

Dan Ives · said date not stated · reported 2026-10-16

Dan Ives of Yorkville Ives said in a research note that the Roadster restores the brand halo before Tesla's FY3Q26 print.

“puts the Tesla and SpaceX relationship on the table in a tangible way, with propulsion, pressure-vessel, and control hardware developed at the rocket company sitting on a Tesla product, which in our view strengthens the case for the two companies operating as one engineering platform over time,”

Dan Ives · said date not stated · reported 2026-10-16

Ives said the Roadster shows how Tesla and SpaceX can collaborate by putting SpaceX-developed hardware on a Tesla product.

“This cash cow will become less of the story.”

Dan Ives · said 2025-07-22 · reported 2025-07-24

Wedbush Securities' Dan Ives noted that the loss of EV tax credits would create a headwind for Tesla and its competitors.

“The international is a mixed, but overall an A- weekend for ‘Superman.’”

Dan Ives · said date not stated · reported 2025-07-16

Dan Ives evaluated the overall opening weekend results for Superman.

“very impressive domestically and a huge boost for the franchise given some worries coming in.”

Dan Ives · said date not stated · reported 2025-07-16

Dan Ives reviewed the domestic box office performance of Superman.