Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk has endorsed Cathie Wood-led ARK Invest's $5 trillion valuation forecast for the electric vehicle manufacturer, suggesting it may be conservative. Musk made these remarks during Tesla's second-quarter earnings call on Tuesday.
What Happened: During Tesla's second-quarter earnings call, Musk said, "ARK Invest thinks, on the order of $5 trillion, I think they are probably not wrong. And long-term Optimus, I think, it achieves a valuation several times that number."
He further estimated potential demand for humanoid robots could exceed 20 billion units globally, covering both consumer and industrial applications. "There are 8 billion people on earth. So it's 8 billion right there. Then you've got all of the industrial uses, which is probably at least as much, if not, way more. So I suspect that the long-term demand for general-purpose humanoid robots is in excess of 20 billion units," Musk said.
This alignment between ARK's analysis and Musk's vision highlights Tesla's commitment to diversifying beyond electric vehicles into AI and robotics.
As Tesla continues to develop its humanoid robot, Optimus, with plans for limited production starting next year, investors and industry watchers will closely monitor whether this bold vision can translate into reality.
Why It Matters: Earlier this year, Wood, CEO of ARK Invest, reaffirmed her bullish stance on Tesla despite a sharp downturn in its stock price. Wood emphasized the transformative potential of autonomous taxi networks, predicting a turnaround driven by these innovations.
In February, Wood reaffirmed her projection that her favorite electric vehicle company could reach $2,000 within five years, noting plans to revise the target. This valuation would imply a market capitalization exceeding $5 trillion for Tesla.
During the second-quarter results, Tesla reported a revenue of $25.5 billion, surpassing Street consensus estimates. However, the company's EPS, operating margins, and free cash flow fell short of expectations, leading to a decline in Tesla's stock.
Musk discussed various operational aspects, including a delay in the robotaxi project and the potential postponement of the Mexican Gigafactory due to tariff concerns.
Gene Munster, a tech analyst at Deepwater Asset Management, highlighted Musk's strong conviction regarding vehicle autonomy. Musk stated that those who do not believe in Tesla's ability to solve vehicle autonomy should not hold its stock.
Price Action: Tesla's stock closed at $246.38 on Tuesday, down 2.04% for the day. In after-hours trading, the stock fell further 7.77%. Year to date, the stock has declined 0.82%, according to data from Benzinga Pro.
- Tesla Q2 Earnings Highlights: Revenue Beat, EPS Miss, Robotaxi Update, 2024 Growth Rate To Be 'Notably Lower' Than 2023
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
特斯拉公司(納斯達克股票代碼:TSLA)首席執行官埃隆·馬斯克已經認可了凱西·伍德領導的Ark Invest對這家電動汽車製造商的5萬億美元估值預測,這表明這可能是保守的。馬斯克在週二的特斯拉第二季度業績電話會議上發表了這些言論。
發生了什麼:在特斯拉第二季度業績電話會議上,馬斯克說:“Ark Invest認爲,大約5萬億美元,我認爲他們可能沒有錯。我認爲,從長遠來看,Optimus的估值是這個數字的幾倍。”
他進一步估計,全球對仿人機器人的潛在需求可能超過200,涵蓋消費和工業應用。“地球上有 80 個人。所以現在是 80°。然後你就有了所有的工業用途,可能至少同樣多,甚至更多。因此,我懷疑對通用類人機器人的長期需求超過200,” 馬斯克說。
ARK的分析與馬斯克願景之間的這種一致性凸顯了特斯拉對從電動汽車向人工智能和機器人領域進行多元化發展的承諾。
隨着特斯拉繼續開發其仿人機器人擎天柱,並計劃從明年開始限量生產,投資者和行業觀察家將密切關注這一大膽願景能否轉化爲現實。
爲何重要:今年早些時候,儘管股價急劇下跌,Ark Invest首席執行官伍德重申了她對特斯拉的看漲立場。伍德強調了自動駕駛出租車網絡的變革潛力,預測這些創新將推動變革。
2月,伍德重申了她的預測,即她最喜歡的電動汽車公司可能在五年內達到2,000美元,並指出計劃修改目標。該估值將意味着特斯拉的市值超過5萬億美元。
在第二季度業績中,特斯拉公佈的收入爲255億美元,超過了華爾街的共識預期。但是,該公司的每股收益、營業利潤率和自由現金流均低於預期,導致特斯拉股票下跌。
馬斯克討論了各個運營方面,包括機器人出租車項目的延遲以及墨西哥超級工廠可能因關稅問題而推遲。
深水資產管理公司的技術分析師吉恩·芒斯特強調了馬斯克對汽車自動駕駛的堅定信念。馬斯克表示,那些不相信特斯拉有能力解決汽車自動駕駛的人不應持有其股票。
價格走勢:特斯拉股價週二收於246.38美元,當天下跌2.04%。在盤後交易中,該股進一步下跌7.77%。根據Benzinga Pro的數據,今年迄今爲止,該股已下跌0.82%。
- 特斯拉第二季度收益亮點:收入超過預期,每股收益不足,Robotaxi更新,2024年的增長率將 “明顯低於” 2023年
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