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Buffett's senior apprentice2030?! That's when the target price is expected to be achieved 😐 The research report mentioned the main drivers and key assumptions behind Tesla's $500 bull case target price, including $90 per share from the automotive business and $85 per share from the energy business:
Automotive Business: By 2030, Tesla is expected to sell 8 million vehicles, with a 28% CAGR, contributing $90 per share.
Energy Business: By 2030, Tesla's Energy Storage System (ESS) is projected to deploy 400 GWh, with a 54% CAGR, contributing $85 per share.
Network Services: Includes recurring revenue from software, charging, Full Self-Driving (FSD), etc., contributing $146 per share.
Mobility/Ride-Sharing Services: By 2030, Tesla is expected to have a fleet of 1 million vehicles, contributing $118 per share.
Third-Party Batteries & Powertrains: By 2030, Tesla is expected to supply batteries and powertrains for 3.4 million non-Tesla EVs, contributing $61 per share.
Humanoid Robot Business: By 2030, this segment is expected to contribute $0 per share. It may contribute around $100 per share by 2040.
Deeply bound to "Trump 2.0," is a $500 Tesla not a dream?
Morgan Stanley stated that the market is full of expectations for Tesla's potential in the fields of autonomous driving, energy, and AI, with the company's stock price expected to reach $500 next year. Musk has risen from a political "outsider" to a potential key figure in policy-making, which may accelerate Tesla's development to some extent
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