Tesla $1 Trillion Autonomy Dream Thrills Analysts--But Margins Tell a Darker Story
Wedbush's Dan Ives argues the next few quarters will make or break Tesla's autonomy ambitions. He expects ride?hailing services to cover half the U.S. population by year?end and full self?driving (FSD) for personal use in select cities. Wedbush keeps an Outperform rating and $500 price target, valuing autonomy at $1 trillion.
Warning! GuruFocus has detected 3 Warning Sign with WSO.
Wells Fargo's Colin Langan stays cautious with an Underweight rating, flagging longer timelines for robotaxis and Optimus, plus added strain from tariffs and potential EV tax?credit cuts. Morgan Stanley's Adam Jonas warns that slower volumes, vanishing incentives, and higher expenses could force consensus estimates lower, his FY25 EPS forecast falls 14%, FY26 down 7%.
Matt Britzman of Hargreaves Lansdown observes that investors are supporting the development story behind Tesla even when core measures are weakening. Rising expenses, lower margins and cash flow concerns, he says, now are the base scenario, which allows the AI story to push stocks higher.
This article first appeared on GuruFocus.
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