Analyst Sees Potential Tesla, SpaceX Merger
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5d ago
0mins
Should l Buy TSLA?
Source: seekingalpha
- Strategic Merger Outlook: Analyst Jed Dorsheimer from William Blair sees a logical path for Tesla (TSLA) to merge with SpaceX (SPACE) and xAI (X.AI), citing strategic alignment in power, energy, and autonomy that could enhance overall business synergies.
- Shift in Production Priorities: Tesla's (TSLA) decision to scale back Model S and X production in favor of manufacturing Optimus humanoid robots indicates a significant shift in business focus, suggesting a potential direction for future mergers.
- Impact of Autonomy: Dorsheimer notes that the rise of autonomous driving technology could fundamentally reshape Tesla's (TSLA) automotive business, with average car utilization in the U.S. at only 5%, leading to a dramatic decrease in future car demand and altering market dynamics.
- Energy Division Advantage: He also highlights Tesla's (TSLA) energy division as a
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSLA is 401.93 USD with a low forecast of 25.28 USD and a high forecast of 600.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 397.210
Low
25.28
Averages
401.93
High
600.00
Current: 397.210
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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