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Why Tesla Is My Top Stock Pick For 2025: The Year of Elon Musk
Benzinga· 2025-05-13 18:25
Elon Musk does not follow. He builds, and others orbit.This is not about fanfare. It is about historical cycles, timing, and the alignment of power, capital, and attention. My best stock pick for 2025 is $TSLA, because no other public company sits at the center of so many converging forces, artificial intelligence, energy independence, global mobility, and social engineering. I am also betting on the eventual IPO of X, Musk's media platform, which will stoke speculative capital and narrative momentum around ...
Tesla's Future Hinges On China FSD: Goldman Sachs
Benzinga· 2025-05-06 21:03
Goldman Sachs analyst Mark Delaney maintained a Neutral rating on Tesla Inc TSLA with a price forecast of $235 on Monday.Delaney commented that Tesla’s ability to leverage its Full Self Driving (FSD) software in China would be important for the stock going forward, given the size of the China vehicle market, the increasingly competitive landscape for ADAS software and robotaxi offerings in the region, and the role that future profits from AI-enabled products like FSD have for Tesla’s valuation.  China is th ...
高盛:特斯拉-聚焦中国-审视其完全自动驾驶(FSD)及在全球最大市场的市场份额
Goldman Sachs· 2025-05-06 02:43
5 May 2025 | 7:06PM EDT Tesla Inc. (TSLA): Spotlight on China - examining FSD and market share in the biggest global market We believe that Tesla's ability to leverage its Full Self Driving (FSD) software in China will be important for the stock going forward given the size of the China market for vehicles, the increasingly competitive landscape for ADAS software and robotaxi offerings in the region (as detailed by Allen Chang in his report Global Robotaxi: China's Robotaxi market - the road to commercializ ...