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.
今天是該公司上市的第一天。特斯拉(納斯達克代碼:TSLA)在最近的股票拆分之後。在等待了幾個月的股東批准後，該公司很快就將1賠3的拆分計劃付諸實施。今日開盤時，投資者看到特斯拉的股票以新的拆分基價交易，每股不到300美元。新拆分的股票今天波動很大，當一家公司進行股票拆分時，這一點應該是意料之中的。但一位分析師已經為特斯拉股票設定了看漲目標價。韋德布什的丹·艾夫斯長期以來一直是華爾街最臭名昭著的看漲特斯拉的人之一。現在，他預計該公司股價將在未來12個月內達到每股360美元。他維持對該股的“跑贏大盤”評級。
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.
為什麼艾夫斯預測這種類型的增長？讓我們來看看他最近發佈的報告，看看他對拆分後新浪特斯拉股票未來走勢的看法。
TSLA Stock: Dan Ives' Bullish Thesis
特斯拉股票：丹·艾夫斯的看漲論斷
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.
在昨天發佈的一份報告中，艾夫斯和他的分析師約翰·凱辛里斯闡述了他們認為新浪特斯拉股價將在未來幾個季度上漲的原因。在拆分之前，兩位分析師都將特斯拉股票的目標價設定為每股1000美元，隨後他們將目標價調整為每股333美元，以反映拆分後的股價。
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.
我們正在將拆分前的1,000美元目標價(拆分後為333美元)調整為360美元，以反映3：1的拆分，以及特斯拉關鍵的中國千兆工廠在9月這個季度的產量改善，進入年底的勢頭明顯。維持強於大盤的評級。
— 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,
儘管兩位分析師都將此次拆分視為特斯拉的積極增長催化劑，但他們也指出了另一個他們預計也將提振股價的因素。在中國的產量正在增加，特斯拉其他巨型工廠的產量也在增加。正如報告指出的那樣，
"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."
"中國的產量在經歷了殘酷的第二季度後大幅增長。在經歷了4、5月份由於零覆蓋政策導致的殘酷停產之後，我們現在看到，在與馬斯克公司進行工廠升級後，中國的Model Y汽車產量史無前例地升級，這一關鍵產品動脈的年產量將超過100萬輛。對特斯拉來説，需求不是問題，但供應一直處於上升軌道，現在顯然也是如此。"
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.
該段的最後一句話突顯了看漲特斯拉一案的核心論點。特斯拉全年的需求都在上升，但由於供應鏈的限制，很難跟上需求的步伐。然而，如果艾夫斯和卡辛里斯是正確的，那麼趨勢可能最終會轉向對特斯拉有利。伊萊特雷克最近有報道稱，在升級上海千兆工廠以增加更多產能後，特斯拉成功地縮短了Model 3和Model Y在中國的交付時間，中國是特斯拉的一個重要市場。這進一步支持了韋德布什團隊的説法，即特斯拉正在成功地提高上海的產量，這是該公司想要保持其在全球電動汽車市場的份額的關鍵一步。
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."
艾夫斯和卡辛里斯認為特斯拉能增長多少？他們也回答了這個問題。“我們相信，2023年200萬輛的交付潛力和巨大的產能將是特斯拉在這場電動汽車軍備競賽中的一大優勢，競爭來自各個角度和地理位置。”
Green Tidal Wave
綠潮
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.
歸根結底，韋德布什團隊提出的理由可以追溯到迫在眉睫的綠色能源革命。艾夫斯和卡辛里斯認為特斯拉處於這一行業轉型的中心，他們預計這一轉型將在未來十年內完成。報告指出，“綠色浪潮是未來十年汽車行業的一大趨勢，代表着自20世紀50年代以來汽車業最大的變革。”
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.
如果綠色浪潮即將到來--最近3700億美元的氣候法案肯定表明它正在到來--特斯拉完全有能力引領潮流。按照這一邏輯，投資者可以預期，隨着世界繼續轉向更綠色的未來，特斯拉的股價將繼續上漲，特別是如果該公司能夠繼續成功擴大生產的話。
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.
截至發稿之日，塞繆爾·奧布賴特並未(直接或間接)持有本文所述證券的任何頭寸。本文中表達的觀點是作者的觀點，受InvestorPlace.com出版指南.
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