- Tue Dec 17, 2024 6:39 pm
#4679
Mizuho upgrades Tesla to Outperform with a 515 price target, citing autonomous driving and the upcoming Model Q. This raises some interesting questions. Is this upgrade truly justified or is it simply riding the wave of Tesla’s recent stock surge? Is a 515 price target realistic in the short term, or are we looking at a more long-term projection?
The analyst mentions relaxed autonomous driving policies as a potential catalyst. How significant will this factor be in driving Tesla’s valuation higher? Will consumers truly embrace full self-driving, or will regulatory hurdles and safety concerns limit its adoption? And what about the competition? Other automakers are aggressively pursuing autonomous technology. Will Tesla maintain its perceived lead in this area?
The planned Model Q and Cybercab, slated for 2026-2027, are also highlighted. Will these lower-priced models cannibalize sales of existing Tesla vehicles, or will they significantly expand the customer base? Can Tesla successfully navigate the challenges of producing and delivering these vehicles at scale, especially considering potential supply chain disruptions and production bottlenecks?
Finally, considering the Trump administration's purported favoritism towards Tesla, how much of a role will political factors play in the company's future success? Could a change in administration significantly impact Tesla’s trajectory?
Lets discuss. What are your thoughts on Mizuho’s upgrade and Tesla’s long-term prospects?
The analyst mentions relaxed autonomous driving policies as a potential catalyst. How significant will this factor be in driving Tesla’s valuation higher? Will consumers truly embrace full self-driving, or will regulatory hurdles and safety concerns limit its adoption? And what about the competition? Other automakers are aggressively pursuing autonomous technology. Will Tesla maintain its perceived lead in this area?
The planned Model Q and Cybercab, slated for 2026-2027, are also highlighted. Will these lower-priced models cannibalize sales of existing Tesla vehicles, or will they significantly expand the customer base? Can Tesla successfully navigate the challenges of producing and delivering these vehicles at scale, especially considering potential supply chain disruptions and production bottlenecks?
Finally, considering the Trump administration's purported favoritism towards Tesla, how much of a role will political factors play in the company's future success? Could a change in administration significantly impact Tesla’s trajectory?
Lets discuss. What are your thoughts on Mizuho’s upgrade and Tesla’s long-term prospects?
