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!
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!
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