Tesla Jacks Up Canadian Prices—Tells Buyers to Snag US Models Before Tariff Hammer Drops

Tesla plays tariff arbitrage with customers as Canada gets a price hike. Musk’s team nudges buyers to grab US inventory before trade walls go up—because nothing says ’free market’ like gaming the system before regulators catch on.

Classic EV move: shift costs to consumers while framing it as a ’limited-time opportunity.’ Wall Street would be proud—if they weren’t busy shorting the stock.

Tesla stock rises after US pushes faster self-driving car rules

Tesla shares jumped nearly 10% on Friday after Trump’s White House announced a plan to speed up self-driving vehicle approvals. Transportation Secretary Sean Duffy revealed new rules that loosen federal safety standards for autonomous vehicles.

That announcement gave Tesla a rare win after a rough few months. The rally followed a long stretch of losses for Tesla, with shares dropping around 40% since the beginning of 2025.

The trade wars, tariffs, and nonstop market swings made it worse. Tesla also posted its worst quarterly loss since 2022 during the first three months of this year.

Wall Street scrambled to respond. Piper Sandler said the earnings report was “the best result that TSLA bulls could’ve reasonably hoped for,” noting that “management said enough to keep the dream alive.” Even though problems still exist, the firm said the update helped calm some fears.

Goldman Sachs analyst Mark Delaney said he thinks Tesla can make more money from software tied to full self-driving technology over the long term. But despite the optimism, Delaney kept Goldman’s neutral rating and cut Tesla’s price target.

Others stayed skeptical. UBS and Wells Fargo both kept negative outlooks on Tesla. Wells Fargo analyst Colin Langan cut the firm’s price target for Tesla from $130 to $120.

UBS warned that excitement over Tesla’s planned June robo-taxi launch might push the stock price up temporarily, but said it could end badly for some investors. They also flagged that Tesla might drop its plan for a low-cost vehicle launch, killing a potential catalyst for future growth.

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