Investor Gary Black of The Future Fund LLC slammed Tesla Inc. (NASDAQ:TSLA) bulls on Monday for attacking a J.P. Morgan Chase analyst over bearish sentiments on the EV giant.

Analyst ‘Has Some Credibility’

Black expressed his criticism of Tesla bulls in a post on X. “Rather than attack JP Morgan's Ryan Brinkman's $TSLA bear arguments…TSLA bulls out in full force today attacking Ryan Brinkman the person,” the investor said. He outlined that the criticism of Ryan Brinkman comes from his argument that the automaker will turn free cash flow negative this year.

“Yes he's been wrong on TSLA for 10 years, but he's been right on TSLA the past five years so has some credibility,” he said, talking about Brinkman’s bearish stance on the stock for more than a decade.

Analysts Weigh In On Tesla Stock Amid Delivery Miss

J.P. Morgan turned to a "sell" rating for Tesla in its latest investor note, predicting a 60% decline in the company's stock performance, which had "collapsed” for all financial metrics through the end of the decade. Tesla, however, saw bullish sentiments from Andrew Percoco of Morgan Stanley, who had earlier predicted that the automaker would deliver over 1.6 million vehicles in 2026 and outlined that the Robotaxi ramp-up in Austin would remain a crucial catalyst for its stock value.

Tesla recently published its Q1 2026 delivery figures, which fell short of analyst consensus, delivering over 358,000 vehicles worldwide. There was also a major gap between the number of vehicles produced, over 408,000 units in Q1 2026, and the number of vehicles sold. Statistics show that over 50,000 Tesla vehicles sit unsold in the company's lots, which is a new record.

According to Benzinga Edge Rankings, Tesla offers poor Momentum and satisfactory Growth, but fails to provide a favorable price trend in the Short, Medium and Long term.

Price Action: TSLA fell 2.15.% to $352.82 at Market close on Monday, falling 0.83% further to $349.88 during overnight trading.

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