Tesla Energy, often overlooked, is becoming a key contributor to Tesla's overall business value, with analysts estimating it adds about $41 per share to the company's valuation.
Ben Kallo from Baird Equity Research highlights that Tesla Energy is "one of the most under the radar aspects" of Tesla's business. He emphasizes that its rapid growth and higher gross margins compared to Tesla's Automotive division are drawing increa...
Ben Kallo from Baird Equity Research highlights that Tesla Energy is "one of the most under the radar aspects" of Tesla's business. He emphasizes that its rapid growth and higher gross margins compared to Tesla's Automotive division are drawing increa...
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Key Points:
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Growing Recognition: Analysts are increasingly valuing Tesla’s energy division, which has been overshadowed by its automotive business.
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Valuation Boost: Baird estimates Tesla Energy adds about $41 per share to Tesla's stock value, reflecting strong growth and profitability.
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Significant Impact: Morgan Stanley recently increased its price target for Tesla, raising the energy division’s contribution from $36 to $50 per share.
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Record...
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Elon Musk to Meet Samsung and Hyundai Executives in Paris This Weekend
Tesla CEO Elon Musk is scheduled to meet with Samsung Electronics Chairman Lee Jae-yong and Hyundai Motor Group Chairman Chung Eui-sun in Paris this weekend, according to a recent South Korean report. The meeting, which is said to have been proposed by Lee, underscores his close ties with both Musk and Chung. Chosun Ilbo, a leading South Korean newspaper, reports that t...
Tesla CEO Elon Musk is scheduled to meet with Samsung Electronics Chairman Lee Jae-yong and Hyundai Motor Group Chairman Chung Eui-sun in Paris this weekend, according to a recent South Korean report. The meeting, which is said to have been proposed by Lee, underscores his close ties with both Musk and Chung. Chosun Ilbo, a leading South Korean newspaper, reports that t...
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NEWS: 13,500 Teslas were insured in China last week, the best week of Q3 so far. Tesla is overall having a good Q3 so far.
Source: China EV insurance registrations for week ending Jul 28: Nio 5,400, Tesla 13,500, Xiaomi 3,900, BYD 70,600
$Tesla (TSLA.US)$
Source: China EV insurance registrations for week ending Jul 28: Nio 5,400, Tesla 13,500, Xiaomi 3,900, BYD 70,600
$Tesla (TSLA.US)$
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Piper Sandler on @Tesla : "Investors have grown accustomed to ignoring Tesla's hyperbole around full self-driving. However, judging by reviews on X, Tesla's update to version 12.5 is "revolutionary." The firm thinks investors should consider the possibility that Tesla's decision to host a robo-taxi event October 10 "isn't a ploy to distract from falling EV sales." Rather, it could catalyze a realization that full self-driving matters more than anything else for Tesla. The firm expects self-drivi...
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