The Case for Tesla (TSLA) Stock to Reach $360
The Case for Tesla (TSLA) Stock to Reach $360
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Today marks the first day of trading for Tesla (NASDAQ:TSLA) following its recent stock split. After months of waiting for shareholder approval, the company wasted little time putting the 3-for-1 split into action. When markets opened today, investors saw TSLA stock trading at its new split basis price, under $300 per share. The newly split stock has been volatile today, as should be expected when a company undergoes a stock split. But one analyst has already set a bullish price target for TSLA stock. Dan Ives of Wedbush has long been one of Wall Street's most notorious TSLA stock bulls. Now, he sees it hitting $360 per share within the next 12 months. He maintains his "outperform" rating for the stock.
今天是该公司上市的第一天。特斯拉(纳斯达克代码:TSLA)在最近的股票拆分之后。在等待了几个月的股东批准后，该公司很快就将1赔3的拆分计划付诸实施。今日开盘时，投资者看到特斯拉的股票以新的拆分基价交易，每股不到300美元。新拆分的股票今天波动很大，当一家公司进行股票拆分时，这一点应该是意料之中的。但一位分析师已经为特斯拉股票设定了看涨目标价。韦德布什的丹·艾夫斯长期以来一直是华尔街最臭名昭著的看涨特斯拉的人之一。现在，他预计该公司股价将在未来12个月内达到每股360美元。他维持对该股的“跑赢大盘”评级。
Why does Ives predict this type of growth? Let's dive into his recent report and see what he sees as TSLA stock's future drivers in the post-split market.
为什么艾夫斯预测这种类型的增长？让我们来看看他最近发布的报告，看看他对拆分后新浪特斯拉股票未来走势的看法。
TSLA Stock: Dan Ives' Bullish Thesis
特斯拉股票：丹·艾夫斯的看涨论断
In a report issued yesterday, Ives and fellow analyst John Katsingris made the case for why they believe TSLA stock will rise in the coming quarters. Prior to the split, both analysts had set a price target of $1,000 for TSLA stock, which they adjusted to $333 to reflect the split basis price.
在昨天发布的一份报告中，艾夫斯和他的分析师约翰·凯辛里斯阐述了他们认为新浪特斯拉股价将在未来几个季度上涨的原因。在拆分之前，两位分析师都将特斯拉股票的目标价设定为每股1000美元，随后他们将目标价调整为每股333美元，以反映拆分后的股价。
We are adjusting our pre-split $1,000 price target ($333 post split) to $360 reflecting the 3:1 split as well as improved production from Tesla out of its key China Giga factory during the September quarter with clear momentum heading into year-end. Maintain Outperform rating.
我们正在将拆分前的1,000美元目标价(拆分后为333美元)调整为360美元，以反映3：1的拆分，以及特斯拉关键的中国千兆工厂在9月这个季度的产量改善，进入年底的势头明显。维持强于大盘的评级。
— Dan Ives (@DivesTech) August 24, 2022
-丹·艾夫斯(@DivesTech)2022年8月24日
While both analysts see the split as being a positive growth catalyst for TSLA, they have also identified another factor that they predict will boost shares as well. Production in China is increasing as well as at other Tesla gigafactories. As the report notes,
尽管两位分析师都将此次拆分视为特斯拉的积极增长催化剂，但他们也指出了另一个他们预计也将提振股价的因素。在中国的产量正在增加，特斯拉其他巨型工厂的产量也在增加。正如报告指出的那样，
"China production ramping after a brutal 2Q. After brutal shutdowns in April/May due to the zero Covid policy, we are now seeing unprecedented Model Y production in China after factory upgrades with Musk & Co. on a pace to produce over 1 million vehicles annually out of this key product artery. Demand is not the problem for Tesla, but supply has been and is now clearly on an upward trajectory."
"中国的产量在经历了残酷的第二季度后大幅增长。在经历了4、5月份由于零覆盖政策导致的残酷停产之后，我们现在看到，在与马斯克公司进行工厂升级后，中国的Model Y汽车产量史无前例地升级，这一关键产品动脉的年产量将超过100万辆。对特斯拉来说，需求不是问题，但供应一直处于上升轨道，现在显然也是如此。"
The final sentence of that paragraph highlights the central thesis of the bullish Tesla case. Tesla has seen demand rise throughout the year but has found it difficult to keep pace due to supply chain constraints. If Ives and Katsingris are correct, though, that tide may finally be shifting in Tesla's favor. Electrek recently reported that "Tesla has managed to cut Model 3 and Model Y delivery times in China, an important market for the automaker, after upgrading Gigafactory Shanghai to add more production capacity." This further supports the claims made by the Wedbush team that Tesla is successfully ramping up production in Shanghai, a key step if it wants to maintain its share of the global EV market.
该段的最后一句话突显了看涨特斯拉一案的核心论点。特斯拉全年的需求都在上升，但由于供应链的限制，很难跟上需求的步伐。然而，如果艾夫斯和卡辛里斯是正确的，那么趋势可能最终会转向对特斯拉有利。伊莱特雷克最近有报道称，在升级上海千兆工厂以增加更多产能后，特斯拉成功地缩短了Model 3和Model Y在中国的交付时间，中国是特斯拉的一个重要市场。这进一步支持了韦德布什团队的说法，即特斯拉正在成功地提高上海的产量，这是该公司想要保持其在全球电动汽车市场的份额的关键一步。
Just how much do Ives and Katsingris think Tesla can grow? They answered that as well. "For 2023 we believe 2 million deliveries potential and massive production capacity will be a significant advantage for Tesla in this EV arms race with competition coming from every angle and geography."
艾夫斯和卡辛里斯认为特斯拉能增长多少？他们也回答了这个问题。“我们相信，2023年200万辆的交付潜力和巨大的产能将是特斯拉在这场电动汽车军备竞赛中的一大优势，竞争来自各个角度和地理位置。”
Green Tidal Wave
绿潮
Ultimately, the case made by the Wedbush team traces back to the looming green energy revolution. Ives and Katsingris see Tesla at the center of this industry transformation, which they expect to see play out over the coming decade. The "green tidal wave is a major trend we expect to play out across the industry over the next decade and represents the biggest transformation to the auto industry since the 1950's," the report notes.
归根结底，韦德布什团队提出的理由可以追溯到迫在眉睫的绿色能源革命。艾夫斯和卡辛里斯认为特斯拉处于这一行业转型的中心，他们预计这一转型将在未来十年内完成。报告指出，“绿色浪潮是未来十年汽车行业的一大趋势，代表着自20世纪50年代以来汽车业最大的变革。”
If the green tidal wave is coming — and the recent $370 billion climate bill certainly suggests that it is — Tesla is well equipped to lead the charge. By that logic, investors can expect to see TSLA stock continue rising as the world continues shifting toward a greener future, particularly if the company can continue successfully scaling production.
如果绿色浪潮即将到来--最近3700亿美元的气候法案肯定表明它正在到来--特斯拉完全有能力引领潮流。按照这一逻辑，投资者可以预期，随着世界继续转向更绿色的未来，特斯拉的股价将继续上涨，特别是如果该公司能够继续成功扩大生产的话。
On the date of publication, Samuel O'Brient did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
截至发稿之日，塞缪尔·奥布赖特并未(直接或间接)持有本文所述证券的任何头寸。本文中表达的观点是作者的观点，受InvestorPlace.com出版指南.
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