Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.
Barclays raised its Tesla price target from $370 to $450, primarily reflecting a potential SpaceX acquisition premium, while also taking a positive view of vehicle deliveries, energy storage demand and Robotaxi progress; shareholder votes, profits and cash flow remain key constraints.
Barclays ·
Unsupervised Robotaxi mileage has grown nearly 9-fold in three months, while Optimus still faces a lengthy ramp-up to mass production. Deutsche Bank believes the shareholder voting threshold and deal premium for a potential SpaceX merger could affect Tesla’s share price.
Deutsche Bank ·
Deutsche Bank rates Tesla a Buy. Third-quarter revenue was broadly flat, while automotive gross margin and free cash flow were substantially better than the bank expected. Energy storage and autonomous driving offer room for growth, but rising expenses, working-capital support and subsequent capital spending together constrain the realization of profits.
Deutsche Bank ·
