Piper Sandler just slapped a hefty $500 price target on Tesla, doubling down on their overweight rating. They're betting big on Tesla's AI potential beyond just EVs, claiming institutional investors are finally starting to see the bigger picture. But how much of this is hype versus reality? Is Tesla truly an AI powerhouse waiting to explode, or are we getting ahead of ourselves?
This raises some interesting questions. Is the market undervaluing Tesla's long-term AI strategy, focusing too much on short-term delivery numbers? With a potential $300 per share valuation on existing businesses, including FSD, where is the other $200 of value coming from? Optimus? Neural net training? Something else entirely?
Piper Sandler admits they haven't even factored in these more ambiguous AI ventures. So, what are these mysterious opportunities worth? Are we talking about a potential game-changer, or just wishful thinking? Is Tesla’s push into AI a distraction or the key to its future dominance?
While Piper Sandler acknowledges potential bumps in the road for Tesla through mid-2025, they still consider it their top buy-and-hold idea. This begs the question: are you willing to weather the storm for the potential long-term AI payoff? What are the biggest risks and rewards to this long-term play? Let's discuss.
Piper Sandler just slapped a hefty $500 price target on Tesla, doubling down on their overweight rating. They're betting big on Tesla's AI potential beyond just EVs, claiming institutional investors are finally starting to see the bigger picture. But how much of this is hype versus reality? Is Tesla truly an AI powerhouse waiting to explode, or are we getting ahead of ourselves?
This raises some interesting questions. Is the market undervaluing Tesla's long-term AI strategy, focusing too much on short-term delivery numbers? With a potential $300 per share valuation on existing businesses, including FSD, where is the other $200 of value coming from? Optimus? Neural net training? Something else entirely?
Piper Sandler admits they haven't even factored in these more ambiguous AI ventures. So, what are these mysterious opportunities worth? Are we talking about a potential game-changer, or just wishful thinking? Is Tesla’s push into AI a distraction or the key to its future dominance?
While Piper Sandler acknowledges potential bumps in the road for Tesla through mid-2025, they still consider it their top buy-and-hold idea. This begs the question: are you willing to weather the storm for the potential long-term AI payoff? What are the biggest risks and rewards to this long-term play? Let's discuss.
- By allmaxh