$Tesla(TSLA.US) Summary - 4/8/2025
Positive Catalysts:1/ Trump streamlines federal process so TSLA can secure general unsupervised autonomy license nationwide 2/ $30-$35K $Tesla(TSLA.US) compact launch at end of 2025 1H expands TSLA TAM3/ New M-Y accelerates TSLA sales growth4/ FSD licensing deal with 1 or more OEMs5/ TSLA likely first to market with generalized unsupervised FSD FY’25 YE6/ DE Supreme Court overturns Chancellor McCormick’s 2018 comp ruling late 20257/ Optimus progress becomes transparent; production begins FY’26Negative Catalysts:1/ Trump eliminates $7,500 IRA EV purchase credit2/ TSLA fails to introduce new cheaper form factor in 2025/1H, and instead cuts prices and costs similar to 20233/ Robotaxi Austin test market (2025 3Q) inconclusive or delayed until 20264/ FY’2025 YoY deliv expectations still too high (WS +2.6% YoY vs my est +0.6% YoY)5/ TSLA 2025 P/E of 90x very high relative to FY’25-‘30 EPS growth of +32% CGR.$Tesla(TSLA.US) 6-12 month price target $380The copyright of this article belongs to the original author/organization.
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