Ready !!! $366 is my next target -
Updated
the shorting does not have legs in my Strong Financial Performance
Tesla's Q3 2024 results have significantly boosted investor confidence. The company reported:
A 17% increase in net income to $2.17 billion
Adjusted earnings of $0.72 per share, up from the previous year
Record free cash flow of $2.7 billion and peak operating cash flow of $6.3 billion1
These figures demonstrate Tesla's robust financial health and operational efficiency.
Market Valuation Surge
Tesla's stock has experienced a remarkable rally:
Shares have soared nearly 20% since the Q3 report in late October
The company's market capitalization has surpassed $1.1 trillion
Tesla's value now exceeds the combined market cap of Ford, GM, and Stellantis23
This surge reflects strong market confidence in Tesla's future prospects.
Product and Technology Advancements
Tesla continues to innovate and expand its product line:
Successful launch and production ramp-up of the Cybertruck
75% increase in AI compute training, enhancing Full Self-Driving (FSD) capabilities
Over 2 billion miles driven with supervised FSD, generating $326 million in revenue1
Anticipated launch of a sub-$30,000 vehicle in the near future5
These developments position Tesla at the forefront of the EV and autonomous driving markets.
Growth Projections
Analysts and Tesla management are optimistic about future growth:
Elon Musk projects vehicle growth between 20% and 30% for 2025
Earnings estimates for fiscal 2024 have climbed 8% in the past month
FY25 earnings projections have risen by 4%1
Strategic Opportunities
Tesla's potential extends beyond traditional automotive manufacturing:
Promising prospects in robotaxi services and humanoid robotics
Continued benefits from regulatory credits, supporting profit margins
Rapid growth in the energy storage sector, with revenue up 52% in Q312
Favorable Political Landscape
The current political environment may benefit Tesla:
Potential for reduced regulatory hurdles in autonomous and AI technologies
Possible positive impact on US-China relations, given Tesla's significant presence in the Chinese EV market23
In conclusion, Tesla's bullish outlook is underpinned by strong financial performance, technological advancements, and favorable market conditions. With its diversified business model and innovative approach, Tesla appears well-positioned for continued growth and market leadership in the coming years.opinion.
Tesla's Q3 2024 results have significantly boosted investor confidence. The company reported:
A 17% increase in net income to $2.17 billion
Adjusted earnings of $0.72 per share, up from the previous year
Record free cash flow of $2.7 billion and peak operating cash flow of $6.3 billion1
These figures demonstrate Tesla's robust financial health and operational efficiency.
Market Valuation Surge
Tesla's stock has experienced a remarkable rally:
Shares have soared nearly 20% since the Q3 report in late October
The company's market capitalization has surpassed $1.1 trillion
Tesla's value now exceeds the combined market cap of Ford, GM, and Stellantis23
This surge reflects strong market confidence in Tesla's future prospects.
Product and Technology Advancements
Tesla continues to innovate and expand its product line:
Successful launch and production ramp-up of the Cybertruck
75% increase in AI compute training, enhancing Full Self-Driving (FSD) capabilities
Over 2 billion miles driven with supervised FSD, generating $326 million in revenue1
Anticipated launch of a sub-$30,000 vehicle in the near future5
These developments position Tesla at the forefront of the EV and autonomous driving markets.
Growth Projections
Analysts and Tesla management are optimistic about future growth:
Elon Musk projects vehicle growth between 20% and 30% for 2025
Earnings estimates for fiscal 2024 have climbed 8% in the past month
FY25 earnings projections have risen by 4%1
Strategic Opportunities
Tesla's potential extends beyond traditional automotive manufacturing:
Promising prospects in robotaxi services and humanoid robotics
Continued benefits from regulatory credits, supporting profit margins
Rapid growth in the energy storage sector, with revenue up 52% in Q312
Favorable Political Landscape
The current political environment may benefit Tesla:
Potential for reduced regulatory hurdles in autonomous and AI technologies
Possible positive impact on US-China relations, given Tesla's significant presence in the Chinese EV market23
In conclusion, Tesla's bullish outlook is underpinned by strong financial performance, technological advancements, and favorable market conditions. With its diversified business model and innovative approach, Tesla appears well-positioned for continued growth and market leadership in the coming years.opinion.
Note
Tesla's enterprise value is expected to increase significantly with the advancement of its autonomous driving technology, particularly through the launch of its robotaxi service. Here’s an analysis of the plausibility of this expectation, a projected timeline, and potential value increases over the next three years.
Plausibility of Increased Enterprise Value
Robotaxi Platform: Analysts predict that Tesla's upcoming robotaxi platform could account for up to 90% of its enterprise value by 2029. The successful implementation of this service hinges on achieving full autonomy with its Full Self-Driving (FSD) technology, which is anticipated to be realized within the next few years13.
Market Potential: The robotaxi service is projected to unlock a multi-trillion dollar market. Analysts from Ark Invest estimate that Tesla could generate significant revenue from this service, which would fundamentally shift its business model from one-time vehicle sales to recurring revenue streams12.
Operational Advantages: Tesla's ability to scale quickly due to its existing fleet and manufacturing capabilities gives it a competitive edge over other autonomous vehicle companies like Waymo. This scalability is crucial for capturing market share in the emerging robotaxi space14.
Projected Timeline
2024: The unveiling of the dedicated robotaxi product is expected to happen soon, with initial operations potentially commencing by late 2025. This timeline aligns with CEO Elon Musk's remarks about achieving full autonomy by the end of 2024 or early 202513.
2025: Tesla aims to launch its robotaxi service, initially using existing Model 3 and Model Y vehicles equipped with FSD technology. This could mark the beginning of significant revenue generation from autonomous ride-hailing24.
2026 and Beyond: As the robotaxi fleet scales and more vehicles are added, Tesla's enterprise value could see substantial growth. Analysts expect that as the service matures, it will contribute increasingly to Tesla's overall valuation.
Projected Value Increase Over the Next Three Years
Current Market Capitalization: As of now, Tesla's market capitalization stands at approximately $998.9 billion.
Potential Valuation Scenarios:
Conservative Estimate: If Tesla successfully launches its robotaxi service and captures a modest share of the market, analysts predict a market cap increase to around $1.5 trillion by 2026.
Optimistic Estimate: Should Tesla achieve rapid adoption and dominate the robotaxi market, some estimates suggest a potential market cap reaching upwards of $5 trillion, especially if FSD technology proves transformative23.
Value Increase Calculation:
Assuming a conservative growth scenario leading to a market cap of $1.5 trillion:
Projected increase = $1.5 trillion - $998.9 billion = $501.1 billion
Percentage increase =
501.1
998.9
×
100
≈
50.14
%
998.9
501.1
×100≈50.14%
In an optimistic scenario reaching $5 trillion:
Projected increase = $5 trillion - $998.9 billion = $4 trillion
Percentage increase =
4
,
000
998.9
×
100
≈
400.08
%
998.9
4,000
×100≈400.08%
Conclusion
The plausibility of Tesla's enterprise value increasing significantly hinges on the successful rollout of its autonomous driving capabilities and the subsequent launch of its robotaxi service within the projected timeline. Depending on market acceptance and operational execution, Tesla could see its market capitalization grow substantially over the next three years, with estimates ranging from a conservative increase of around 50% to an optimistic potential rise exceeding 400%.
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If you bought tesla yesterday - i think you did great,.. if you bought anything yesterday you probably did great also......, yesterday there was a combination on FED Powell and Full Moon contraption. Emotional moons, cause volatility, ps: there is a scientific reason for this, but is for another time...or GURO knowledge - ps I am a westerner Ok , Guru is 4 letters - wisard many more. Oracle (more befitting for a westerner rooted in greek and roman culture as a root) - lets use Oracle from here on.... Advance Western Civilization.Trade closed: target reached
embrace the west don't hate it. - all the high level thinking comes from the silver land corridor, along the pirines, all the way to england. .... never forget, the inventions and technical improvements all made by the descendants of this lands.......Note
not close open... the play is on. long and strong
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