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Gordon Johnson

Gordon Johnson is the founder and CEO of GLJ Research, an independent equity research firm. He is widely recognized for his contrarian and often bearish views on companies in sectors such as electric vehicles, renewable energy, and technology. Johnson frequently appears in financial media to share his market outlook and investment analysis, often challenging prevailing bullish sentiment on high-growth stocks.

TSLA Critic Gordon Johnson Rips Cybercab Launch After Elon Musk's ‘Storm of Cybercabs’ Promise: ‘The Robotaxi Story Was Never About Robotaxis'
TSLA Critic Gordon Johnson Rips Cybercab Launch After Elon Musk's ‘Storm of Cybercabs’ Promise: ‘The Robotaxi Story Was Never About Robotaxis'
Tesla Stock Down 29% from All-Time Highs, Analyst Sees 93% More Downside — ‘Sell the News’
Tesla Stock Down 29% from All-Time Highs, Analyst Sees 93% More Downside — ‘Sell the News’
Iran Puts Elon Musk's SpaceX In Its Crosshairs, Analyst Calls It A 'Smart Move'
Iran Puts Elon Musk's SpaceX In Its Crosshairs, Analyst Calls It A 'Smart Move'
Tesla Stock Down 29% from All-Time Highs, Analyst Sees 93% More Downside — ‘Sell the News’
Tesla Stock Down 29% from All-Time Highs, Analyst Sees 93% More Downside — ‘Sell the News’
Iran Puts Elon Musk's SpaceX In Its Crosshairs, Analyst Calls It A 'Smart Move'
Iran Puts Elon Musk's SpaceX In Its Crosshairs, Analyst Calls It A 'Smart Move'
Tesla's Story Has Faded, Gordon Johnson Says—Here's The 'Generous' Valuation Musk Probably Won't Retweet
Tesla's Story Has Faded, Gordon Johnson Says—Here's The 'Generous' Valuation Musk Probably Won't Retweet
GLJ Research's Gordon Johnson Mocks Tesla Optimus As Chuck E Cheese-Level Tech: 'Will Not Sell One Of These Things In 2026'
GLJ Research's Gordon Johnson Mocks Tesla Optimus As Chuck E Cheese-Level Tech: 'Will Not Sell One Of These Things In 2026'

Gordon Johnson Recent News

Gary Black's 2021 TSLA Stock Exit Dodged A 30% Drop: Can Valuation Discipline Outsmart Tesla's 2025 Robotaxi Hype
Gary Black's 2021 TSLA Stock Exit Dodged A 30% Drop: Can Valuation Discipline Outsmart Tesla's 2025 Robotaxi Hype
Investors are revisiting the disciplined valuation strategy of Gary Black, who sidestepped a 30% downturn by exiting TSLA in 2021.
Tesla Is 6X More Expensive Than Its Peers And The Most Overvalued Mag 7 Stock: Gordon Johnson Questions Fundamentals As Elon Musk Shrugs Off Concerns
Tesla Is 6X More Expensive Than Its Peers And The Most Overvalued Mag 7 Stock: Gordon Johnson Questions Fundamentals As Elon Musk Shrugs Off Concerns
Experts highlight the overvalued nature of Tesla shares as CEO, Elon Musk, defends the company's growth, citing stock prices.
Wall Street's 'Sugar Rush,' Bill Gates On Tariffs And A $600 Billion Saudi Deal: Top Economics Updates This Week
Wall Street's 'Sugar Rush,' Bill Gates On Tariffs And A $600 Billion Saudi Deal: Top Economics Updates This Week
Wall Street saw a surge of activity last week, with expert warnings, Bill Gates criticizing Trump's tariffs, and Trump announcing a $600B Saudi deal, all while market optimism may be misleading, according to analysts.
First Solar Cuts 2025 Guidance, Analyst Bullish On Expectations Of Tax Credits Remaining Intact
First Solar Cuts 2025 Guidance, Analyst Bullish On Expectations Of Tax Credits Remaining Intact
First Solar Inc (NASDAQ: FSLR) reported downbeat Q1 earnings and lowered 2025 guidance due to tariffs. Analyst upgrades stock with $172.37 price target.
Gordon Johnson Defends Tesla Short Thesis As Margins Shrink, Discounts Rise: Jim Chanos Notes 35% YTD Drop In San Diego County Sales
Gordon Johnson Defends Tesla Short Thesis As Margins Shrink, Discounts Rise: Jim Chanos Notes 35% YTD Drop In San Diego County Sales
Gordon Johnson and Jim Chanos are intensifying their critical stance on Tesla, citing significant challenges in the company's performance.
Gordon Johnson Dismisses 'Don't Bet Against Elon Musk' Narrative, Says Tesla Bears Have 'Won Big' Since 2022
Gordon Johnson Dismisses 'Don't Bet Against Elon Musk' Narrative, Says Tesla Bears Have 'Won Big' Since 2022
Gordon Johnson, an analyst at GLJ Research, challenged the popular "don't bet against Elon Musk" investment thesis Sunday, pointing out that Tesla Inc. shares have underperformed the broader market significantly since 2022.
Trump's Crypto Reserve Plan Sparks Controversy, Schiff Questions XRP Inclusion, Polymarket CEO Invited To White House: This Week In Crypto
Trump's Crypto Reserve Plan Sparks Controversy, Schiff Questions XRP Inclusion, Polymarket CEO Invited To White House: This Week In Crypto
The crypto world was shaken as Trump's announcement of a U.S. cryptocurrency reserve sparked backlash from tech allies, criticism from economist Peter Schiff, and calls for a Congressional investigation into potential insider trading and market manipulation.
Gordon Johnson Says 'Market Driven By Corruption' Over Trump's Bitcoin, Ethereum Crypto Reserve Plan: David Sacks Denies Conflict
Gordon Johnson Says 'Market Driven By Corruption' Over Trump's Bitcoin, Ethereum Crypto Reserve Plan: David Sacks Denies Conflict
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.
Tesla Bear Expects EV Giant's Earnings To Fall Below Bullish Estimates In 2025, Notes Majority Of Company's Revenues Come From Car Deliveries
Tesla Bear Expects EV Giant's Earnings To Fall Below Bullish Estimates In 2025, Notes Majority Of Company's Revenues Come From Car Deliveries
Tesla bear Gordon Johnson slammed bulls for their high price targets based on the assumption that the company is "more than a car company."
Tesla Analysts On Deliveries: EV Stock Could Have 'Stormy Weather' In Short Term, 'Generational Set Of Growth Opportunities' Long Term
Tesla Analysts On Deliveries: EV Stock Could Have 'Stormy Weather' In Short Term, 'Generational Set Of Growth Opportunities' Long Term
Tesla analysts are mixed on what the short and long-term hold after the company missed fourth-quarter deliveries.
Tesla Delivery Miss Fuels Heated Debate On Autonomy, Robots: Gordon Johnson Compares Optimus With 1980s Chucky Cheese Tech
Tesla Delivery Miss Fuels Heated Debate On Autonomy, Robots: Gordon Johnson Compares Optimus With 1980s Chucky Cheese Tech
Tesla Inc.'s latest delivery miss has intensified debate among analysts about the company's autonomous driving and robotaxi ambitions, with sharp disagreement over its 2025 outlook.
Tesla Shorts, Gordon Johnson, And James Chanos Express Skepticism On Robotaxi Potential Amid Usage Data Debate: The 'Promise' Worth Much More Than Reality
Tesla Shorts, Gordon Johnson, And James Chanos Express Skepticism On Robotaxi Potential Amid Usage Data Debate: The 'Promise' Worth Much More Than Reality
Tesla Inc.'s robotaxi ambitions face fresh skepticism from prominent market critics, with new data from New York City's ride-sharing market fueling debate about the technology's revenue potential.
Gordon Johnson Slams Federal Reserve For Asset-Owner Centric Policies, Says Jerome Powell Needs To Focus On 'Real Economy': '...The Stock Market Will Be Fine'
Gordon Johnson Slams Federal Reserve For Asset-Owner Centric Policies, Says Jerome Powell Needs To Focus On 'Real Economy': '...The Stock Market Will Be Fine'
After the U.S. headline and core consumer price inflation rose in October, and the Federal Reserve Chairman suggested that a December rate cut may not be necessary, treasury yields have risen, and inflation concerns have gripped the economy once again.
Analysts Divided About Impact Of Elon Musk Co-Leading DOGE On Tesla Stock: Here's What Bulls And Bears Have To Say
Analysts Divided About Impact Of Elon Musk Co-Leading DOGE On Tesla Stock: Here's What Bulls And Bears Have To Say
Donald Trump's naming of Tesla Inc CEO Elon Musk as co-lead for the Department of Government Efficiency (DOGE) was expected and likely to be neither positive nor negative for the EV giant's stock, according to Gary Black.
'Safety Disaster:' Tesla FSD 'Galaxies Away From Being Anywhere Close To Competition,' Says Bearish Analyst, As He Assigns Zero Valuation To The Tech
'Safety Disaster:' Tesla FSD 'Galaxies Away From Being Anywhere Close To Competition,' Says Bearish Analyst, As He Assigns Zero Valuation To The Tech
Ahead of Oct. 10 robotaxi event, an analyst poured cold water on the hopes that Tesla would benefit big from FSD in the near term.
Brace For Stagflation After Fed's Benevolence, Warns Analyst, Raising 5 Corporate Red Flags: 'Inflation Is Transitory Mistake All Over Again'
Brace For Stagflation After Fed's Benevolence, Warns Analyst, Raising 5 Corporate Red Flags: 'Inflation Is Transitory Mistake All Over Again'
The Fed delivered in line with expectations, sending stocks to record territory, but not all have become comfortable with the outlook.
Tesla Bear Slams FSD China Release Timeline As 'Meaningless Announcement,' Calls It Overused 'Pump' Tactic Amid Share Price Decline
Tesla Bear Slams FSD China Release Timeline As 'Meaningless Announcement,' Calls It Overused 'Pump' Tactic Amid Share Price Decline
GLJ Research CEO Gordon Johnson on Thursday slammed Tesla Inc's recent prospective timeline for releasing its full self-driving (FSD) driver assistance technology in foreign markets as a sheer move to "pump" the stock.
Fire At Rivian Campus, Tesla Analyst Hints At Q3 'Horror Show,' XPeng's Model 3 Killer Sizzles And More: Biggest EV Stories Of The Week
Fire At Rivian Campus, Tesla Analyst Hints At Q3 'Horror Show,' XPeng's Model 3 Killer Sizzles And More: Biggest EV Stories Of The Week
Tesla and other EV makers may not be out of the woods yet as demand continues to remain soft.
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