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NASDAQ:TSLA
This summary was created by AI, based on 41 opinions in the last 12 months.
Tesla Inc. (TSLA-Q) continues to evoke mixed sentiments among analysts and investors. While some experts express optimism about the company's growth potential, especially with advancements in robotics and energy storage, others are concerned about overvaluation and competitive pressures. The company's financial performance shows strengths, like beating earnings estimates and significant revenue increases, but also highlights challenges, including disappointing delivery numbers and a high price-to-earnings ratio. The emphasis on future technologies, such as robo-taxis, has both excited and apprehended investors, leading to heightened volatility in stock performance. Overall, while there is enthusiasm for Tesla's innovative vision, many advisors urge caution due to its seemingly inflated valuation and reliance on future growth narratives.
A name that people love to hate. Next year will be important, as will tomorrow with the vote on the $1T package for Musk.
Next year will still be about autonomous vehicles, but that's when it'll start to mass-produce Optimus robots and humanoids. Production estimates keep being raised. His 12-month price target is $550. Once the autonomous robotics start coming out, expects price target to increase. No dividend.
This one's quite the anomaly. Today he heard someone justify the valuation when they looked 10 years into the future (if robotaxis and everything else plays out almost to perfection). He might be too old-school for this, but he can't pay 200x PE or more for this company.
Thinks there's bound to be some disappointment in this week's earnings announcement.
Sales are falling and it is not making much money. No new car models in 5 years although it has some energy storage and services components. There is excitement over its Robo taxis and humanoids but there is a lot of competition all over the world in this. How do you justify a market cap of $1 trillion. If buying, he would consider it a precarious one.
For 2026, the big thing is going to be the Optimus robot. Company estimates it will sell 20-30k of these $20k robots. They're already being used in factories. Also things going on with Grok, the large language model; needs a partner, and he feels it will be AAPL.
EVs are important, but you have to look to the future with this one. May be dead money for the next quarter, but will absolutely bounce back with Optimus.
He looks at performance in 1-, 6- and 12-month time frames. The 1- and 6 months were negative, but over 12 months the stock is up 55%. Actually, he insists it was positive over the past month. (The host insists it is down the past month, but it depends on precisely which days and times of the day are noted for the calculations.)
Was up 6.8% today. There have been reports that it's being priced out of China, but Tesla is not about Elon Musk's vision of self-driving cars and robots.