- Thu Dec 19, 2024 7:21 pm
#4770
Tesla: Overvalued or Undervalued? The Great Robotaxi Gamble
Tesla’s stock continues its wild ride, fueled by AI dreams and robotaxi ambitions. But is the 1.38 trillion dollar valuation justified? InvestingPro hints at overvaluation, yet the company maintains a GREAT financial health score. Let’s unpack this.
The Q3 results paint a picture of resilience, with strong EBITDA and maintained margins despite price cuts. However, gross profit margins remain modest. Is this sustainable long-term against intensifying competition? Chinese EV makers and legacy automakers are hot on Tesla's heels. Can Tesla truly maintain its edge?
The Cybertruck’s accelerated deliveries offer a glimmer of hope, but its ultimate impact remains to be seen. The real game-changer, it seems, lies in FSD and robotaxis. Tesla claims FSD will surpass human driving by mid-2025. Bold claim! Small-scale robotaxi deployments are planned for Texas and California, but regulatory hurdles loom. Is 2026 realistic for volume production of robotaxis?
The energy business shows promise, but can it truly become a major revenue driver? Competition in the energy storage market is fierce.
So, is Tesla a buy, sell, or hold? Are the robotaxi aspirations pure hype or a glimpse into the future of transportation? Will FSD truly deliver on its promise? Are we witnessing the birth of a tech giant or an overvalued automaker? Share your thoughts. Let the debate begin.
Tesla’s stock continues its wild ride, fueled by AI dreams and robotaxi ambitions. But is the 1.38 trillion dollar valuation justified? InvestingPro hints at overvaluation, yet the company maintains a GREAT financial health score. Let’s unpack this.
The Q3 results paint a picture of resilience, with strong EBITDA and maintained margins despite price cuts. However, gross profit margins remain modest. Is this sustainable long-term against intensifying competition? Chinese EV makers and legacy automakers are hot on Tesla's heels. Can Tesla truly maintain its edge?
The Cybertruck’s accelerated deliveries offer a glimmer of hope, but its ultimate impact remains to be seen. The real game-changer, it seems, lies in FSD and robotaxis. Tesla claims FSD will surpass human driving by mid-2025. Bold claim! Small-scale robotaxi deployments are planned for Texas and California, but regulatory hurdles loom. Is 2026 realistic for volume production of robotaxis?
The energy business shows promise, but can it truly become a major revenue driver? Competition in the energy storage market is fierce.
So, is Tesla a buy, sell, or hold? Are the robotaxi aspirations pure hype or a glimpse into the future of transportation? Will FSD truly deliver on its promise? Are we witnessing the birth of a tech giant or an overvalued automaker? Share your thoughts. Let the debate begin.
- By Anonymous