Telsa is now trading at around 60x P/E, 56x EV/EBITDA. While traditional metrics suggest a high valuation, a sum-of-the-parts analysis reveals potential undervaluation. Tesla's focus on non-automotive segments justifies its valuation premium, with potential for upside revisions to EBITDA estimates. The 2025 forward EV/EBITDA ratio stands at 51.7x, but considering long-term growth potential and benefits from diversification, it may lower to around 30x by 2026.
101869381 : Will they showcase more of their humanoids/robots?
MONTA CFA OP 101869381 : Yes they may. as suggested by the caption "We, Robot" for this event. Tesla plans to start limited production of Optimus in 2025.
151671437 : thanks
没有咖啡的吃茶店 : Do you think the results of the usa presidential election will seriously impact tesla's future development? After all, Elon Musk is deeply involved in politics now.
neat Chupacabra_4569 MONTA CFA OP : Unfortunately, we keep seeing many promises from Musk over the last decade, and timelines always get pushed.... "limited production" is a nice phrase to get out of committing when mass commercial production will start. you can produce 1 prototype device and say limited production has started
MONTA CFA OP neat Chupacabra_4569 : lol so true
Dan’l : This is the best read on Tesla yet.
Despite being squeamish of the meme-ish nature of $Tesla (TSLA.US)$ nowadays? It’s now a bargain, having shed the weight of folks’ expectations.
I like Elon Musk, who paid me well for my tiny part of Twitter, buUut… he causes more volatility than a cybertruck driving through high water.
SoOo… it’s shares, for me: they’ll go up. Period. How much, and when? That relies too heavily upon Musk, which, for me? Rules out Tesla calls (see below).