Tesla (TSLA) Remains a Battleground Stock as Analysts Weigh AI Optionality

Core Viewpoint - Tesla, Inc. (NASDAQ:TSLA) is considered a "battleground stock" by analysts, with significant value concerns and uncertain near-term fundamentals, yet these factors are becoming less relevant to its stock performance [1]. Group 1: Analyst Ratings and Price Targets - Barclays has reiterated an "Equal Weight" rating on TSLA, indicating mixed sentiments among investors regarding its value and fundamentals [1]. - Wall Street analysts have a consensus "Buy" rating on TSLA, with an average price target of $480, suggesting a 14.26% upside potential. The highest target of $600 indicates a potential upside of 42.82% [3]. Group 2: Future Catalysts - Several potential catalysts for Tesla include the Optimus launch in Q1, the Cybercab in April, new robotaxi markets, updates to Full Self-Driving (FSD), and the launch of a new Megapack facility [2]. - Wolfe Research anticipates that Tesla's robotaxi business could become a major revenue driver over the next decade, despite existing fundamental concerns [1].