Latest news with #AlexanderPotter
Yahoo
2 days ago
- Automotive
- Yahoo
Analysts Reaffirm Bullish Outlook on Tesla (TSLA), Citing Drone Ambitions and Battery Independence
We recently published a list of . In this article, we are going to take a look at where Tesla Inc. (NASDAQ:TSLA) stands against other buzzing AI stocks on latest news and ratings. One of the most notable analysts' calls on June 4th was for Tesla, Inc. (NASDAQ:TSLA). Morgan Stanley reiterated the stock as 'Overweight.' The firm said in a note on Wednesday that Tesla has the chops to be a player in the drone space. 'Manufacturing, material science, navigation/ autonomy, electric motor development, battery storage, supporting infrastructure and robotics … Tesla has a host of relevant skills to be a factor in the Low Altitude Economy from both a commercial and (potentially) non-commercial perspective.' In other news, Piper Sandler analyst Alexander Potter reiterated an Overweight rating on the stock with a $400.00 price target. The rating reaffirmation followed the company's investor call. Analysts appreciated Tesla's unique approach to vertical integration in the automotive industry, pointing out how it is the only car manufacturer actively working to source batteries at scale without relying on China. They noted how its in-house production of '4680' batteries is at 'almost zero reliance' on Chinese resources. Tesla, Inc. (NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives. Overall, TSLA ranks 3rd on our list of buzzing AI stocks on latest news and ratings. While we acknowledge the potential of TSLA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Automotive
- Yahoo
Analysts Reaffirm Bullish Outlook on Tesla (TSLA), Citing Drone Ambitions and Battery Independence
We recently published a list of . In this article, we are going to take a look at where Tesla Inc. (NASDAQ:TSLA) stands against other buzzing AI stocks on latest news and ratings. One of the most notable analysts' calls on June 4th was for Tesla, Inc. (NASDAQ:TSLA). Morgan Stanley reiterated the stock as 'Overweight.' The firm said in a note on Wednesday that Tesla has the chops to be a player in the drone space. 'Manufacturing, material science, navigation/ autonomy, electric motor development, battery storage, supporting infrastructure and robotics … Tesla has a host of relevant skills to be a factor in the Low Altitude Economy from both a commercial and (potentially) non-commercial perspective.' In other news, Piper Sandler analyst Alexander Potter reiterated an Overweight rating on the stock with a $400.00 price target. The rating reaffirmation followed the company's investor call. Analysts appreciated Tesla's unique approach to vertical integration in the automotive industry, pointing out how it is the only car manufacturer actively working to source batteries at scale without relying on China. They noted how its in-house production of '4680' batteries is at 'almost zero reliance' on Chinese resources. Tesla, Inc. (NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives. Overall, TSLA ranks 3rd on our list of buzzing AI stocks on latest news and ratings. While we acknowledge the potential of TSLA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
2 days ago
- Automotive
- Yahoo
Tesla (TSLA) Doubles Down on U.S. Battery Independence, Sidesteps China Supply Chains
We recently published a list of . In this article, we are going to take a look at where Tesla, Inc. (NASDAQ:TSLA) stands against other AI stocks on Wall Street's radar. On June 3rd, Piper Sandler analyst Alexander Potter reiterated an Overweight rating on Tesla, Inc. (NASDAQ:TSLA) with a $400.00 price target. The rating reiteration follows an investor call hosted by the firm that featured insights from Jordan Giesige of 'The Limiting Factor'. Noting the company's unique approach to vertical integration in the automotive industry, analysts pointed out how it is the only car manufacturer actively working to source batteries at scale without relying on China. In particular, Tesla's in-house production of 4680 batteries is approaching almost zero reliance on Chinese resources. Pixabay/Public Domain The analysts further noted in the investor call how Tesla is also planning to produce its own cathode active materials, refine lithium, construct anodes, coat electrodes, assemble cells, and sell vehicles independently. This is a level of integration that will set it apart from other U.S. automotive entities. While success isn't guaranteed, the analysts have lauded the company's strategic plan to reduce its U.S. supply chain's dependence on China. They also noted that complete isolation from Chinese products is challenging for the next two years, but Tesla's efforts are praiseworthy. Tesla, Inc. (NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
4 days ago
- Business
- Yahoo
Tesla Aims to Slash China Battery Spending
Tesla (NASDAQ:TSLA) has a plan to cut China?sourced batteries by vertically integrating production, Piper Sandler's Alexander Potter says. He reiterated his Buy rating and $400 price targetimplying 16.2% upsideciting Tesla's efforts to produce in?house 4680 cells and eventually manufacture cathode materials, refine lithium, and assemble cells without Chinese inputs. Potter, after a May 30 call with battery expert Jordan Giesige, notes that Tesla's 4680 production is already approaching 0% reliance on China. The firm aims to make its own cathode active materials, lithium, anodes, electrodes and complete cells in?house, a claim unmatched by any U.S. automaker. He highlights Tesla's dry battery electrode (DBE) process as five to six times faster than traditional wet coating, which could yield material capital and operating cost savings. Giesige added that Tesla's push to build roughly 10 GWh of domestic LFP (iron?based) battery capacity could meet 25% of the 40 GWh annual requirement for Megapack energy storage systems in the U.S. Despite these ambitions, Potter cautions that fully insulating the U.S. supply chain from China within two years is infeasible. Yet, with the Trump administration hammering on reducing foreign dependence and boosting domestic manufacturing, Tesla's proactive roadmap could pay off long?term. Investors should care because Tesla's in?house battery strategy targets a major cost and supply?chain vulnerabilitypotentially lowering costs and securing critical materials as geopolitical pressures rise. With Tesla's next Battery Day anticipated later this year, markets will watch for updates on its DBE scaling and LFP capacity milestones. That said, Tesla is facing a mixed outlook, with a 12-month price target of $289.20about 16% below current levels, according to GuruFocus. While some analysts see potential upside to $500, the bearish end plunges dramatically to $19.10. That wide gap signals deep uncertainty around Tesla's execution, demand trends, and competitive pressures heading into 2026. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
28-05-2025
- Automotive
- Yahoo
Rivian Gets Price Target Bump With 31% Upside Forecast
Rivian (RIVN, Financials) received fresh bullish signals from analysts this week, with one rating implying over 30% upside as the electric vehicle maker eyes long-term growth through its upcoming R2 model. Warning! GuruFocus has detected 7 Warning Signs with RIVN. Exane BNP Paribas analyst James Picariello maintained a Buy rating and raised his price target to $20 from $18, projecting a 31.23% potential upside from current levels. Piper Sandlers Alexander Potter reiterated a Hold rating and increased his target to $15 from $13, just below the current trading price of $15.23. Barclays Dan Levy also maintained a Hold rating, targeting $14, representing an 8.14% downside. UBS analysts raised their target to $13 from $12 but kept a Neutral rating. At current levels, UBS's revised forecast suggests a 14.6% downside. The firm remains cautious about the R2s $45,000 price tag, flagging affordability concerns as a barrier to mass adoption when it launches in 2026. Rivian shares are up 14.36% year to date and have gained 50% over the past 12 months. The Wall Street consensus stands at Hold, based on seven Buys, 15 Holds, and three Sells over the past three months. The average analyst price target is $14.74, implying a 3.28% downside. Analysts are divided, with some betting on Rivians R2 as a growth catalyst, while others remain cautious about valuation and pricing power in an increasingly competitive EV market. Key upcoming catalysts include delivery trends and R2 pricing strategy updates. This article first appeared on GuruFocus.
