*Walter Bloomberg|Apr 28, 2025 11:18
TSLA - ANALYST REAFFIRMS TESLA OVERWEIGHT RATING, 355 TARGET
The analyst maintains an Overweight rating and a 355 price target for Tesla, despite near-term risks like tariffs, macro headwinds, Musk's politics, and the potential loss of the EV tax credit.
🔸 Long-term confidence remains strong, supported by:
🔸 Robotaxi launch in Texas (June), followed by California
🔸 Lower-priced vehicle (~30,000) debuting in 1H25
🔸 Musk committing more time to Tesla starting May
🔸 FSD rollout in China (began 1Q25) and expected in Europe (1H25)
🔸 Optimus Bot mass production (2026E) and customer deliveries (2027E)
🔸 Semi Truck production expected in 2026
The analyst sees future growth driven by FSD, Robotaxi, Energy Storage, and Optimus. With Tesla shares down ~36% YTD, they view it as an attractive long-term buying opportunity for investors comfortable with volatility.
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