Musk: Tesla Needs Work and Luck to Reach $100 Trillion Valuation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 16h ago
0mins
Should l Buy TSLA?
Source: Benzinga
- Valuation Challenge: Musk acknowledged that Tesla's current market cap of $1.5 trillion requires a 65-fold increase to reach the $100 trillion target, which necessitates an enormous amount of work and a bit of luck.
- Future Market Potential: Robotaxis are projected to be a major contributor to Tesla's valuation, with Ark Invest estimating a $10 trillion market by 2030, while Morgan Stanley and Citi estimate the humanoid robot market to be between $5 trillion and $7 trillion.
- Production Capacity Outlook: Musk anticipates producing 100,000 Optimus humanoid robots monthly within five years, potentially generating $30 billion in annual revenue, which would significantly enhance Tesla's overall revenue structure.
- Energy Storage Growth: Tesla deployed 14.2 GWh of energy storage last quarter and a total of 46.7 GWh over the past year, demonstrating strong growth potential in the renewable energy sector, further enhancing the company's market competitiveness.
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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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