David Tamberrino at Goldman Sachs has a sell rating on Tesla shares with a $200 price target. He cut his Model S & X combined March quarter deliveries on Wednesday from 20,700 to 17,300 (vs. 21,815 a year ago and 27,607 in the December 2018 quarter). However, he is still projecting Model 3 deliveries of 57,500 even though he estimates the company has only delivered about 21,000 in the first two months this year.