The long-term strategy that Tesla is focusing on is generating value and attracting industry attention with a new target price.

Tesla continues to innovate in various fields such as sustainable energy, automobiles, AI, autonomous driving, and is highly regarded in the market for its leadership. Vijay Rakesh of Mizuho Securities significantly raised Tesla's target price and assigned an 'outperform' rating.
Noteworthy is the potential for long-term earnings resulting from the progress in autonomous driving-related businesses and regulatory changes. Similarly, Dan Ives of Wedbush Securities has revised upwards his price forecast, indicating the repeated positive evaluations within the industry. These developments signify the market influence of Tesla's unique position and future-oriented initiatives.

Tesla is driving innovation not only in electric vehicles (EVs), but also in a wide range of fields such as energy storage, Artificial Intelligence (AI), autonomous driving, and robotics. The company's Solar Roof and battery technology have significantly advanced the use of renewable energy. In addition, the Full Self-Driving (FSD) software is expected to secure a competitive advantage in the market and serve as a new source of revenue.
Of particular interest is the potential of the RoboTaxi business. In this field, Tesla is planning a large-scale market deployment leveraging the relaxation of regulations and advancements in AI technology. Vijay Rakesh of Mizuho Securities points out that these businesses will be key pillars supporting long-term growth. Meanwhile, the situation where rival companies are being forced to partially withdraw underscores Tesla's technological superiority.
Based on these facts, it is evident that Tesla is evolving beyond the traditional boundaries of an automobile manufacturer, integrating energy and AI into its corporate model. The company's dominance in the market is directly linked to the development of a sustainable ecosystem that drives innovation.

Behind Mizuho Securities' raised price target of $515 for Tesla is a strong confidence in the company's long-term strategy. The securities firm believes that Tesla's leadership in the EV sector, progress in FSD, and competitive advantage in battery technology will support stable growth. Furthermore, in a bullish scenario, they predict that the deployment of the Robotaxi business could push the stock price up to $681.
Dan Ives of Wedbush Securities also revised his price target to $515 and analyzed that Tesla will further grow utilizing the post-election market environment. These upward revisions serve as evidence that Tesla is being valued not just as a conventional auto manufacturer, but as a technology-driven company.
These investor movements reflect the expectation that Tesla's innovation capability will generate long-term market value. At the same time, they imply the impact of changes in the competitive environment and regulatory easing on Tesla's growth trajectory, indicating a challenging period for other market participants.

The evolution of autonomous driving technology has the potential to significantly change Tesla's business model. FSD software and Optimus robots not only add new pillars to the existing revenue structure but also have the power to create entirely new markets. In particular, the regulatory relaxation of autonomous driving technology is a crucial element to accelerate developments in this field.
Tesla's advancement in AI technology not only enhances product performance but also enables a continuous improvement cycle through data collection and analysis. This establishes a unique advantage that is challenging for competing companies to replicate. Mizuho Securities predicts that these technologies will contribute to Tesla's long-term revenue growth.
With the evolution of AI technology, Tesla is transitioning from merely a manufacturer to a company offering services and platforms. This shift poses a threat to other auto manufacturers reliant on traditional business models and further solidifies Tesla's market dominance.