Tesla's Autonomous Future: Overvalued or Undervalued?
Morgan Stanley's recent price target jump for Tesla, citing autonomous vehicle progress and AI, has ignited a debate. Is a $430 price tag, let alone their implied $800 valuation, realistic? Considering their projections for Tesla Mobility's robotaxi fleet and recurring revenue streams, is Tesla transforming into a tech giant rather than just an automaker?
Conversely, are we overestimating the impact of AV technology and Network Services? Can Tesla truly dominate these spaces given the increasing competition? Morgan Stanley acknowledges challenges in proving the core business configuration. Does this downplay potential risks? And what about Tesla's unexplored potential in other AI sectors – is this a missed opportunity or a distraction?
Let's discuss: Is Tesla's current valuation justified by its autonomous future, or are we witnessing an overblown tech bubble? Share your insights and predictions!
Tesla's Autonomous Future: Overvalued or Undervalued?
Morgan Stanley's recent price target jump for Tesla, citing autonomous vehicle progress and AI, has ignited a debate. Is a $430 price tag, let alone their implied $800 valuation, realistic? Considering their projections for Tesla Mobility's robotaxi fleet and recurring revenue streams, is Tesla transforming into a tech giant rather than just an automaker?
Conversely, are we overestimating the impact of AV technology and Network Services? Can Tesla truly dominate these spaces given the increasing competition? Morgan Stanley acknowledges challenges in proving the core business configuration. Does this downplay potential risks? And what about Tesla's unexplored potential in other AI sectors – is this a missed opportunity or a distraction?
Let's discuss: Is Tesla's current valuation justified by its autonomous future, or are we witnessing an overblown tech bubble? Share your insights and predictions!
- By allmaxh