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$Tesla(TSLA.US$ is also accelerating its energy business, which is expected to outpace the automotive segment in revenue growth this year. Tesla's investments in AI infrastructure and the development of humanoid robots, such as Optimus, signal a diversification strategy that could redefine its market positioning.
Morgan Stanley analysts recently set a price target of $310 for Tesla, based on a comprehensive evaluation of various business components. The breakdown includes $56 per share for the core auto business, assuming 5.7 million units sold by 2030 with a 9.0% weighted average cost of capital (WACC) and a 13x exit EBITDA multiple.
Tesla Mobility is valued at $61 per share, based on discounted cash flow (DCF) projections of approximately 158,000 cars operating at $1.8 per mile by 2030. The valuation also includes $40 per share for Tesla as a third-party supplier, $50 for its energy business, $5 for insurance, and $97 for network services, which assume 15 million monthly active users generating an average revenue per user (ARPU) of $180 by 2030, discounted by 50%.
Tesla Mobility is valued at $61 per share, based on discounted cash flow (DCF) projections of approximately 158,000 cars operating at $1.8 per mile by 2030. The valuation also includes $40 per share for Tesla as a third-party supplier, $50 for its energy business, $5 for insurance, and $97 for network services, which assume 15 million monthly active users generating an average revenue per user (ARPU) of $180 by 2030, discounted by 50%.
Musk remains confident, advising shareholders to focus on Tesla’s long-term potential rather than short-term fluctuations.
"I've said this before in these calls — the value of Tesla overwhelmingly is autonomy," Musk said. "These other things are an annoyance relative to autonomy. So I recommend anyone who doesn't believe that Tesla will solve vehicle autonomy should not hold Tesla stock."
"I've said this before in these calls — the value of Tesla overwhelmingly is autonomy," Musk said. "These other things are an annoyance relative to autonomy. So I recommend anyone who doesn't believe that Tesla will solve vehicle autonomy should not hold Tesla stock."
Buyers are loading Tesla now🥂
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