$Tesla(TSLA.US) - WILLIAM BLAIR ON TESLA: RECORD DELIVERIES, STRONG ENERGY STORAGE
William Blair reiterated a Market Perform rating on Tesla after Q3 deliveries hit 497,099, a record that beat estimates by 12%. The surge was driven by demand pulled forward before U.S. EV tax credits expired.Tesla also deployed 12.5 GWh of energy storage, near expectations, with its new Megablock system seen as an industry game-changer. Analysts view energy storage as a key growth driver, especially with rising AI-related power demand.Valuation remains stretched at 118x 2026 EBITDA versus peers at 20–25x, with risks from Chinese competition, geopolitical exposure, and reliance on Elon Musk.The copyright of this article belongs to the original author/organization.
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