Analyst TSLA Price Targets

[Buckminster]

We are talking about Revenue, Gross Margin and EPS estimates here…these are done using the official P & D numbers from Tesla. For EPS estimates, Troy was within 1 cent of the actual Tesla Q4 EPS. Most were too optimistic and got it wrong by a wide margin. He is at .80 for Q1. Let’s see how close he is for Q1 - we will know on 4/19.

 

[Buckminster]

The 3 and Y are still premium cars with many features and comforts that could be removed or modified for a more affordable Gen 3 vehicle. For example:

• Seats
  • Cloth upholstery instead of premium leatherette
  • No seat warmers
  • Simpler stitching pattern
  • Manual position adjustment instead of motors
• Powertrain
  • Smaller motor with less than 208 kW of power
  • Simpler, less capable suspension
• Traditional sheet metal roof instead of glass
• Wheels: 17 inches instead of 18
• Sound system: basic instead of 14 premium speakers
• Side mirrors that don't have motors for folding in and out (or no mirrors at all)
• Basic rearview mirror instead of electrochromic mirror (or no mirror at all)
• Manual steering column adjustment instead of motorized
• Smaller console screen

I guess these changes could cut a few thousand bucks from the cost.

 

[Buckminster]

https://twitter.com/x/status/1646940581258485761

 

[Buckminster]

https://twitter.com/x/status/1647461199477460992

 

[Buckminster]

Gordon is at 10% of SP:

https://twitter.com/x/status/1667193061703573504

 

[Buckminster]

https://twitter.com/x/status/1676924051636322304

 

[CHGolferJim]

Here is my current list, please update if I missed any changes:

2023

• $250 — A. Jonas, MorganStanley (7m 2030) 6/23
• $252 — B. Kallo, Baird 6/23
• $275 — Goldman Sachs 7/23
• $280 — A. Potter, Piper Sandler 4/23
• $300 — CFRA
• $300 — D. Ives, Wedbush 6/23
• $320 — Gary Black (EVs only wo/FSD&ride hailing) 6/23
• $400 — Deutsche Bank
• $436 — Oppenheimer
• $527 — P. Ferragu, New Street

2025

• $500 — Ron Baron
• $1,270 — The Accountant (TMC)

2027

• $833 — Gene Munster
• $1400 — Cathie Wood, Ark (bear; best= $2000 2/3 robotaxi; bull $2500)

2030

• $960 — Gary Black
• $1,000 — Rob Maurer (moderate progress in FSD)
• $1,500 — Ron Baron

 

[Buckminster]

https://twitter.com/x/status/1677327351057727492

 

[Buckminster]

https://twitter.com/x/status/1677376979828367366

 

[CHGolferJim]

Interesting to see G. Black’s SP forecast based on cars only, and only 10.2 mil in 2030. Forty percent (40%) annual growth reaches 20 mil — Elon’s stretch goal.

 

[Buckminster]

https://twitter.com/x/status/1679366526414012416

 

[Buckminster]

https://twitter.com/x/status/1679311218966773760

 

[Buckminster]

https://twitter.com/x/status/1680874160908652546

 

[Buckminster]

https://twitter.com/x/status/1682054218780229632

 

[Buckminster]

https://twitter.com/x/status/1701020854220648922

Adam Jonas from Morgan Stanley with a revised price target of $400. Up from $250. Bull Case now $550 per share

 

[Buckminster]

https://x.com/SawyerMerritt/status/1703262120177975344?s=20

 

[Buckminster]

A snapshot of recent price targets. Median in this list is $290

View attachment 984280

 

[Buckminster]

https://twitter.com/x/status/1737974233425166497

 

[Buckminster]

https://twitter.com/x/status/1749915676192510406

https://twitter.com/x/status/1749911729960550450

 

[Buckminster]

https://twitter.com/x/status/1749924754826346797