- Thu Jun 05, 2025 6:10 am
#9965
Tesla vs Apple: A Contrarian View
Wall Street is betting on Apple and bearish on Tesla. Analysts predict a 16% upside for Apple and a 10% downside for Tesla. This conventional wisdom begs the question: are we overlooking Tesla's long-term potential?
While Apple grapples with antitrust lawsuits, tariffs, and AI investments, Tesla is pioneering autonomous driving and robotics. These emerging markets, estimated at trillions of dollars, are not fully reflected in current analyst projections. Is a 153 P/E ratio for Tesla truly absurd when considering its potential to revolutionize transportation and labor? Perhaps a traditional valuation model fails to capture the disruptive nature of Tesla's innovation.
This isn't to say Apple's brand moat and market dominance are insignificant. However, their reliance on iPhone sales and potential vulnerabilities to external pressures warrant caution. Is a 28 P/E ratio for Apple justified given these headwinds?
What do you think? Is Wall Street shortsighted on Tesla? Is Apple's stability overvalued? Lets discuss the future of these two tech giants.
Wall Street is betting on Apple and bearish on Tesla. Analysts predict a 16% upside for Apple and a 10% downside for Tesla. This conventional wisdom begs the question: are we overlooking Tesla's long-term potential?
While Apple grapples with antitrust lawsuits, tariffs, and AI investments, Tesla is pioneering autonomous driving and robotics. These emerging markets, estimated at trillions of dollars, are not fully reflected in current analyst projections. Is a 153 P/E ratio for Tesla truly absurd when considering its potential to revolutionize transportation and labor? Perhaps a traditional valuation model fails to capture the disruptive nature of Tesla's innovation.
This isn't to say Apple's brand moat and market dominance are insignificant. However, their reliance on iPhone sales and potential vulnerabilities to external pressures warrant caution. Is a 28 P/E ratio for Apple justified given these headwinds?
What do you think? Is Wall Street shortsighted on Tesla? Is Apple's stability overvalued? Lets discuss the future of these two tech giants.
- By allmaxh