Core Viewpoint - The discussion centers around Tesla's upcoming delivery numbers and the contrasting bullish and bearish perspectives on the stock's valuation and future growth potential, particularly in relation to its auto business and emerging AI-driven robo taxi services. Group 1: Stock Valuation and Price Targets - One analyst maintains a bullish outlook with a price target of $395, despite being $70 off, suggesting significant room for growth [1][2] - The other analyst expresses skepticism about the $400 valuation, indicating that Tesla is an emerging growth equity with potential but not necessarily at that price point [3][4] - There is a consensus that the market is currently focused on Tesla's AI and robo taxi potential rather than its auto business [5][10] Group 2: Delivery Expectations and Market Reactions - Analysts expect Tesla to report delivery numbers of around 480,000, which would exceed street expectations [5] - The market's reaction has been more optimistic than anticipated, overlooking near-term profitability gaps in favor of long-term growth narratives [6][10] Group 3: Robo Taxi and AI Potential - The scalability of Tesla's robo taxi service is highlighted as a significant factor for future profitability, with estimates suggesting a cost advantage over competitors like Waymo [8][9] - However, the realization of this potential is not expected until 2027 or 2028, leading to concerns about how Tesla will bridge profitability gaps in the interim [6][9] Group 4: Energy Business and Profitability - Tesla's energy business, while currently only 15% of total revenue, contributes 25% to profitability, indicating its importance in offsetting losses from the auto side [11][12] - Analysts are looking for signs that the energy segment can help fill the profitability gap as the auto business faces challenges [12] Group 5: Market Sentiment and Leadership - There is a belief that Tesla's market position will strengthen as competitors retreat, allowing Tesla to dominate the market [13][14] - Elon Musk's leadership is viewed positively, with expectations that his creative vision will drive the company's success moving forward [16][17]

We're back on Morning Trade Live. Let's focus on Tesla. Dan Ives is at Wedbush hiking his price target this morning to $600 and maintaining an outperform rating on the shares.Tesla's stock is up more than 65% over the last 12 months and has nearly doubled from its 52- week low from last October. That is the focus of today's morning trade. Joining us now for a closer look is Schwab Network host Marley Caden.So Marley, we've come a long way from July the 8th when Musk basically turned around to Dan and told h ...

Let's stick with this move higher in Tesla and that billion-dollar stock purchase. Joining us this morning with his insight and reaction, William Blair Group, head of energy and power tech, Jed Dorshimer. Uh Jed, good to have you.Um I guess what do you make of the the purchase and then just the perform the price action uh in the past week or month to date. >> Yeah, I mean as Robert me thanks for having me Carl. I think as as Robert mentioned, you know, the last time was February 2020 and so as a signal, I t ...

Tesla's Valuation & Future Opportunities - Tesla's valuation heavily relies on "moonshot" businesses like robo taxi and humanoid robots, representing significant innovation potential [1][3] - Investors are keenly observing Elon Musk's innovative endeavors, viewing them as crucial for Tesla's long-term value [3] - The Samsung deal is a positive development, potentially accelerating the commercialization of these future businesses [2] Auto Business & Financials - William Blair downgraded Tesla due to the worsening auto business, despite positive news in other areas [6] - The removal of regulatory fines resulted in nearly $3 billion of pure margin becoming worthless, posing a challenge to the auto business [6] - The $7,500 tax credit impact on vehicle prices was absorbed by the stock, but the loss of regulatory credits compounded the financial strain [6] - The core business, primarily auto and energy, faces a widening gap with future opportunities that are still in early stages and require scaling [7]

that has a sale on it today. If I crossed out the word sell and I read it, I would be buying. I mean, it's that positive.It's about robo taxi and but and it's about the total addressable market and initially uh Tesla won't do that well. But I've got to tell you, I would never sell Tesla in this. I was Kramer on the show last week challenging this note from Guggenheim on Tesla this or actually last week which did explore the potential risks with the robo taxi push which we're getting closer to that June 22 d ...

Competitive Landscape & Strategy - The company does not directly compete with Tesla, focusing on building L4/5 autonomy and a general-purpose "Whimo driver" applicable across various settings [1] - The company acknowledges Tesla's efforts in self-driving technology and anticipates success for both Tesla and the company in the autonomous vehicle space [2] - The company positions itself as a deep technology company, emphasizing the development of AI robots, with significant scaling up planned for the future [2] Technological Focus & Innovation - Autonomous vehicles are viewed as a potentially transformative AI application, comparable to a major historical shift [3] - The company's "Whimo" is considered a robot on four wheels, aligning with broader robotics initiatives within Alphabet, potentially including Gemini robotics [4] - Google DeepMind team is heavily invested in Gemini robotics, with the company contributing underlying models and research [5] - The company is actively driving progress in robotics, particularly focusing on overcoming software challenges through AI and generalized models for safe and generalized real-world applications [6] Future Outlook & Partnerships - The company is exploring applications and partnerships in robotics, with plans to articulate these strategies further in the future [5][6] - The company believes AI will drive significant progress in robotics, addressing previous software limitations [6]