- Tue Jan 14, 2025 12:35 pm
#4857
Morgan Stanley boosts Tesla price target to $430, citing autonomous vehicle and AI progress. But is this just scratching the surface? They also suggest an $800 valuation based on Tesla Mobility’s potential. Is a 7.5 million vehicle robotaxi fleet by 2040 realistic, or are we getting ahead of ourselves? What impact will this have on ride-sharing services like Uber and Lyft?
Furthermore, the recurring revenue from Network Services like supercharging and FSD subscriptions is projected to become a significant chunk of Tesla’s EBITDA. Could this subscription model be the key to unlocking Tesla’s long-term profitability, or will consumers resist paying for features they previously expected as standard?
Finally, the report mentions Tesla’s unexplored potential in airborne and marine AI. Is this a hint at future ventures, or simply an acknowledgement of untapped markets? Could Tesla become a major player in these sectors, or should they focus on their core automotive and energy businesses? Let's discuss!
Furthermore, the recurring revenue from Network Services like supercharging and FSD subscriptions is projected to become a significant chunk of Tesla’s EBITDA. Could this subscription model be the key to unlocking Tesla’s long-term profitability, or will consumers resist paying for features they previously expected as standard?
Finally, the report mentions Tesla’s unexplored potential in airborne and marine AI. Is this a hint at future ventures, or simply an acknowledgement of untapped markets? Could Tesla become a major player in these sectors, or should they focus on their core automotive and energy businesses? Let's discuss!
- By Anonymous