I think the Bolt having way more range than expected is definitely having an impact. 238mi range? That's super-optimistic for a vehicle with the Bolt's specs. Its interesting to me that the market seems to think that's so much better than Tesla's "at least 215mi and we hope more" spec for the 3. Yahoo finance posted an ugly article that proclaims its a huge problem for Tesla, since S60 is twice the price and has less range, and 3 is still a year away. Even goes so far as to say that GM is a big automaker that builds millions of cars a year while Tesla is struggling to make 80-90k this year, while completely neglecting to mention that GM can't build more than 50k Bolts period.
I showed a month ago with physics, and quoted myself yesterday, that @ 70mph, steady state, with no powertrain friction losses, no acceleration losses, no traffic, no cargo or passengers, and no HVAC, that the absolute best a Bolt could do on 60kWh of battery is 227mi. At 65mph making those same assumptions, I get ~256mi. So somewhere around 67-68mph is the stated range at 238mi.
Of course, in the real world, you have all of those things, and so the reality of the situation is that to get 238mi of actual real world range out of a Bolt, you'll need to go more like 50mph.
Any analyst that thinks Tesla will do anything other than release 3 with >240 mi range in the base model is insane. Don't forget, Bolt is built on inferior battery technology to Model 3. You really think Tesla is willing to be beaten on the range metric? They've been king of the range heap since the Roadster days.