Gordon Johnson

GLJ Research analyst Gordon Johnson on Thursday said that the Iranian government’s adding Elon Musk-led SpaceX to its target list is a smart move for Tehran. Iran To Target SpaceX? In a post on X, Johnson said that Iran targeting SpaceX infrastructure was smart for Iranians because “the...

Well-known Tesla Inc. (NASDAQ:TSLA) bear Gordon Johnson remains a seller of the electric vehicle company run by Elon Musk. The analyst uses competitors for several sectors to create a new sum-of-the-parts valuation for Tesla's various business lines, including Optimus, FSD, electric vehicles and...

GLJ Research analyst Gordon Johnson has piled fresh skepticism onto Tesla Inc.'s (NASDAQ:TSLA) humanoid robot ambitions, likening Optimus to decades-old animatronics and predicting zero commercial sales in 2026. Analyst Slams Tesla's Humanoid Robot Claims On Monday, Johnson shared criticism on X...

A notable Tesla Inc (NASDAQ:TSLA) bearish analyst shares thoughts on what the company will report for third-quarter financial results and what CEO Elon Musk will say on the conference call. The Tesla Analyst: GLJ Research analyst Gordon Johnson maintained a Sell rating on Tesla with a $19.05 price...

Federal Reserve Governor Michael Barr warned about a long and drawn-out battle against inflation, hinting that investors seeking rate cuts may have to wait a while longer. Tariffs Driving Inflation Again Speaking at the Economic Club of Minnesota Luncheon on Thursday, Barr said that it might take...

As Tesla Inc. (NASDAQ:TSLA) gears up for its much-hyped Robotaxi service launch, investors are revisiting the disciplined valuation strategy of Gary Black, who sidestepped a 30% downturn by exiting TSLA in 2021. What Happened: With Tesla's stock trading at a staggering price, which is 166.67 times...

Despite the overvalued nature of the stock based on its price-to-earnings metric, Tesla Inc. (NASDAQ:TSLA)’s CEO, Elon Musk, has defended the company’s growth, citing its stock prices, shrugging off the fundamental worries surrounding the carmaker as highlighted by experts. What...

The week has been a rollercoaster ride for Wall Street, with a flurry of events stirring the financial markets. From a macro expert’s warning about a potential market misreading to Bill Gates’ critique of Donald Trump’s tariffs, the week was packed with intriguing developments....

Prominent financial analyst Gordon Johnson has ignited discussion on social media, suggesting that a potential “Liberation Day 2.0” – an event triggering a significant equity market downturn – could be imminent. What Happened: The CEO and Founder at GLJ Research, LLC, Johnson’s...

First Solar Inc. (NASDAQ:FSLR) reported downbeat first-quarter earnings on Wednesday. While the stock came under pressure after the company reduced its 2025 guidance, it is likely to "materially outperform its peers," according to GLJ Research. The First Solar Thesis: Analyst Gordon Johnson...

Analysts Gordon Johnson and Jim Chanos are intensifying their critical stance on Tesla Inc. (NASDAQ:TSLA), citing significant challenges in the electric vehicle manufacturer’s performance and market position. What Happened: Johnson of GLJ Research launched a scathing critique on social media...

Gordon Johnson, an analyst at GLJ Research, challenged the popular “don’t bet against Elon Musk” investment thesis Sunday, pointing out that Tesla Inc. (NASDAQ:TSLA) shares have underperformed the broader market significantly since 2022. What Happened: Johnson wrote on X that...

Tesla Inc. (NASDAQ:TSLA) continues trading at 101 times its 2025 estimated non-GAAP earnings while key metrics decline, prompting GLJ Research‘s Gordon Johnson to sound alarm on Monday as tech stocks face a significant market correction. What Happened: “For all those saying Tesla is...

The past week in the crypto world was dominated by President Donald Trump’s announcement of a strategic U.S. cryptocurrency reserve. The move has sparked a flurry of reactions, with some questioning the inclusion of certain digital currencies and others calling for a Congressional...

Gordon Johnson, an analyst at GLJ Research, criticized what he called market “corruption” Sunday following President Donald Trump‘s announcement of a strategic U.S. cryptocurrency reserve that would include several digital assets. What Happened: “Markets driven by corruption...