It’s a whirring Monday out on Wall Street today with Goldman Sachs sending Tesla Inc (NASDAQ:TSLA) dipping after one analyst decided to run for the hills, while another conversely praises advantageous catalysts ahead for NVIDIA Corporation (NASDAQ:NVDA), highlighting opportunity in recent share weakness.

Tesla in Trouble

Tesla shares are falling 5% on back of a sidelined-turned-bearish research report today from Goldman Sachs analyst David Tamberrino, who downgrades TSLA from a Neutral to a Sell while cutting the price target from $190 to $185, which represents a just under 25% downside from where the shares last closed.

From the analyst’s eyes, he sees valid reasons to be concerned on the future of Tesla, first noting, “While we believe Tesla currently has a lead relative to OEM peers with respect to vehicle technology adoption, electric vehicle architecture, and (potentially) battery scale, our concerns are more near-term oriented with respect to operational execution on the Model 3 launch, an unproven solar business, and cash needs. Ultimately we see a delayed launch (pushing volume growth out and to the right) and FCF burn rate (necessitating a capital raise before 4Q17) to weigh on TSLA’s shares.”

Finally, “We believe the recent acquisition of SolarCity increased the risk profile of Tesla amidst a business model transition […] and provides limited synergies. […]  Lastly, we see 2017 as a pivotal year for Tesla as it looks to become a mass automobile manufacturer, and with the integration of SolarCity also occurring the company may lack the singular focus it should have on achieving its Model 3 launch targets,” Tamberrino surmises.

According to TipRanks, which measures analysts’ and bloggers’ success rate based on how their calls perform, David Tamberrino is ranked #4,325 out of 4,501 analysts. Tamberrino has a 38% success rate and loses 37.9% in his yearly returns.

TipRanks analytics exhibit TSLA as a Hold. Based on 17 analysts polled by TipRanks in the last 3 months, 6 rate a Buy on TSLA stock, 5 maintain a Hold, while 6 issue a Sell. The 12-month average price target stands at $242.80, marking a 1% downside from where the stock is currently trading.

Buy/Add NVIDIA Shares on Weakness

Goldman Sachs analyst Toshiya Hari in turn assesses NVIDIA from a more bullish standpoint, especially with regards to gains in Gaming, Data Center, and Automotive. As such, the analyst is more confident than the Street with expectations and reiterates a Conviction Buy on shares of NVDA with a $130 price target, which represents a 24% increase from where the stock is currently trading.

“While we recognize the slight cut to EPS by the Street post F4Q EPS (in our view primarily due to higher opex and share count), bottom line, we see this as an opportunity to add to positions (or to initiate positions for those who missed the rally in 2016). Most importantly, we believe the multiyear secular growth story in Gaming, Data Center and Automotive remains intact. We are positioned above the Street (+20%/+50% on CY17/18 EPS) and would expect a scenario similar to last year (i.e. positive estimate revisions –> stock price outperformance) to play out over the coming quarters […]”

“Since our initiation in June, we have spoken with a large number of investors who have expressed interest in the stock and yet continue to remain on the sidelines given concerns around valuation, despite their positive view on Nvidia’s fundamental outlook. We recommend investors take advantage of this recent pullback” Hari contends.

According to TipRanks, Toshiya Hari is ranked #992 out of 4,501 analysts. Hari has a 67% success rate and realizes 14.1% in his annual returns. When recommending NVDA, Hari yields 56.4% in average profits on the stock.

TipRanks analytics demonstrate NVDA as a Buy. Out of 28 analysts polled by TipRanks in the last 3 months, 15 are bullish on NVIDIA stock, 9 remain sidelined, and 4 are bearish on the stock. With a return potential of nearly 6%, the stock’s consensus target price stands at $110.19.