Zinger Key Points Goldman Sachs maintains a hold rating on Tesla with a $285 price forecast, highlighting the Model YL's potential in three-row SUV market. Analyst projects Tesla will deliver 30K Model YL units in 2025, with total revenue of $89.64B and EPS of $1.00 for fiscal 2025. F Explorer, which both start around $40,000 in the U.S. Tesla's new offering could attract customers who want a larger vehicle without stepping up to the more expensive Model X, Delaney said. The analyst noted that Tesla will likely deliver 30,000 units of the Model YL in 2025, with an anticipated 175,000 units in 2026 and 375,000 units in 2027. He writes that the company's overall delivery projections for 2025, 2026, and 2027 are 1.594 million, 1.865 million, and 2.15 million, respectively. Delaney noted this new model will help Tesla to capture the three-row SUV segment better, especially as the company seeks to expand its market share in the U.S. and Europe, where the mid-sized SUV market accounted for 19% of total vehicle units in the U.S. last year. As per the analyst, Tesla's focus on creating a more differentiated product with the Model YL contrasts with initial investor expectations, which leaned toward a cost-reduced or slightly smaller version of the Model Y. The announcement has already positively impacted Tesla's stock, with the shares rising 3.5% on July 16, outperforming the flat S&P 500, he noted. Delaney said that this release is a strategic step to address growing demand in key regions, including the U.S., where SUVs dominate vehicle sales. Additionally, the analyst added that Tesla is expected to launch a lower-cost variant of the Model Y or 3 this year, which could further enhance its competitive edge. Delaney projected fiscal 2025 revenue of $89.64 billion and EPS of $1.00. Price Action: TSLA stock was down 0.94% at $318.66 at the last check Thursday. Read Next: