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Tesla stock has declined about 1% after a significant rally, as UBS analyst Joseph Spak attributes the surge to "animal spirits" rather than fundamental changes at the company. Despite a price target increase to $226, concerns remain over potential policy impacts from the Trump administration, including the possible removal of federal EV tax credits, which could complicate demand dynamics. While a friendlier regulatory environment may benefit Tesla's robotaxi ambitions, technological challenges persist, hindering immediate deployment.
UBS analyst Joseph Spak has raised Tesla's price target to $226 while maintaining a 'Sell' rating, citing concerns over the speculative nature of its AI initiatives, which he believes inflate the market cap by nearly $1 trillion. He estimates that Tesla's auto and energy divisions contribute about $52 per share, with AI-related optimism accounting for the rest. In contrast, Wedbush's Dan Ives views Tesla as undervalued in the AI sector, while Morgan Stanley reaffirms a 'Buy' rating, highlighting its leading self-driving technology.
Tesla, Inc. focuses on electric vehicle design, manufacturing, and marketing, with 81.1% of sales from motor vehicles. The company is expanding its services, energy production, and storage systems, and will operate seven production sites by the end of 2023, primarily in the USA, China, and Germany. UBS suggests that Tesla may need to reduce prices following the removal of the electric vehicle tax credit to sustain sales.
UBS analyst Joseph Spak has raised Tesla's price target to $226 from $197 while maintaining a 'Sell' rating, citing concerns over the speculative nature of its AI initiatives, which he believes inflate the market cap by nearly $1 trillion. He estimates that Tesla's auto and energy divisions contribute about $52 per share, with the rest driven by AI optimism. In contrast, Dan Ives from Wedbush Securities views Tesla as undervalued in the AI sector, highlighting its Full Self-Driving technology as a significant opportunity, while Morgan Stanley reaffirms a 'Buy' rating, praising Tesla's self-driving capabilities and responsiveness to pro-charging policies in the U.S.
UBS analysts predict Tesla stock could drop 35% due to a lack of fundamental support for its recent surge, maintaining a "sell" rating with a price target of $226. The company's ambitious growth targets, including delivering 15 million cars by 2030, appear unrealistic compared to Wall Street's forecasts. Concerns also arise from Tesla's auto business constituting only 12% of its market cap, historically signaling potential corrections.
Donald Trump, the wealthiest US president, has expanded his business empire and appointed several affluent individuals to key government positions, including Elon Musk. US ethics laws mandate the disclosure and potential divestment of significant financial holdings to avoid conflicts of interest, a requirement some of Trump's appointees struggled to meet during his first term. Critics have pointed out Trump's failure to distance himself from his assets, diverging from presidential traditions.
UBS analysts predict Tesla's stock could drop 35% due to a lack of fundamental support for its recent surge, maintaining a "sell" rating with a price target of $226. The firm highlights that Tesla's growth projections, including delivering 15 million cars by 2030, are overly optimistic compared to Wall Street's expectations. Concerns also arise over the potential negative impacts of policy changes under a Trump administration, which may lead to price cuts and further corrections in stock value.
Tesla's stock surge, driven by investor optimism linked to President-elect Trump's policies favoring CEO Elon Musk, has added $350 billion to its market cap. However, UBS analysts caution that this momentum lacks fundamental support, warning that potential removal of consumer tax credits could hurt demand. Despite a friendly regulatory environment for autonomous vehicles, challenges remain, and Tesla's Cybercab production won't start until at least 2026.
Tesla, Inc. specializes in designing, building, and selling electric vehicles, with automotive vehicle sales accounting for 81.1% of net sales. The company operates seven production sites across the U.S., China, and Germany, with net sales primarily generated in the U.S. (46.7%) and China (22.5%). Other revenue streams include services, energy systems, leasing, and automotive receivables.
Tesla, Inc. focuses on designing, manufacturing, and marketing electric vehicles, with 81.1% of sales from motor vehicles. The company also offers services (8.6%), energy production and storage systems (6.2%), vehicle leasing (2.2%), and loans (1.9%). By the end of 2023, Tesla will operate seven production sites across the USA, China, and Germany, with sales primarily from the USA (46.7%) and China (22.5%).
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