Meet KevinANALYSTJul 25, 2026“TSLA can reach $639 by end-2030 on 4M vehicle sales, Optimus robot, and energy growth; buy under $225 for ~19% annual return.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTif you buy Tesla under 225 a share, I'm also happy with that.
Why
I think we'll have about 4 million vehicles sold by Tesla by the end of 2030.
I actually think they're going to kill the robo taxi service.
I think by the end of 2030, we could probably do about 500,000 50,000 robots, $50,000 robots. That's about 25 billion gross at uh maybe about a 20% margin.
total revenue from energy I actually think will balloon to $50 billion
Risk
if we do not end up selling more vehicles and we stay at 2 million vehicles per year, that forecast for Tesla drops to just $459.
The structured call
The receipt
Publish-day price $$313.03 · the claim is anchored to the moment it was said.
