$TSLA
TSLA Moat And Car-Centric Earnings
Por número
Alcistas 1
1 Bajistas
Un voto por analista.
La vista ponderada por credibilidad se desbloquea cuando 2 o más analistas en este debate tengan historial verificado (5 o más predicciones resueltas). Actualmente: 0.
VEREDICTO HASTA AHORA — EMPATE
Empate en las predicciones resueltas.
Los veredictos se actualizan a medida que se resuelven las predicciones.
Posiciones
Ordenar por↗ Caso alcista · 1
FundamentalMedio plazo
"Tesla is continuing to win EV market share and force weaker competitors out—Panasonic tying its EV battery outlook to Tesla’s recovery plus Tesla growing share from 43% to 54% implies Tesla remains the only true scale player."
Razonamiento del analista:Panasonic’s EV battery forecast for 2026 appears linked to Tesla’s demand recovery, and Tesla’s EV market share rose from 43% to 54% even as US EV sales declined. The core takeaway is that most rivals are losing money trying to scale, leaving Tesla as the only company producing at profitable, industrial volumes.
Día de publicación $422.24 · 05/15
INSANE New SpaceXAI IPO Rumors, Musk’s China Hint & More
↘ Caso bajista · 1
"TSLA is a bad stock at today’s price because over 90% of revenue still comes from selling cars, Tesla doesn’t have a strong moat versus competing EVs, and his discounted-cash-flow setup implies a negative ~8% discounted-cash-flow return per year over the next 10 years on middle assumptions."
Razonamiento del analista:With over 90% of revenue from vehicle sales, limited moat versus competing EVs, and a discounted-cash-flow model pointing to roughly negative 8% annual returns on middle assumptions, TSLA looks fundamentally overpriced at current levels.
Día de publicación $445.00 · 05/11
The Only Mag 7 Stock Worth Buying Right Now
Everything Money
Cambios de postura en TSLA
- 4/4BAJISTA
- 2/5ALCISTA
- 4/5BAJISTA
Solving The Money Problem
Cambios de postura en TSLA
- 1/6ALCISTA
- 3/6BAJISTA
- 4/6ALCISTA
- 6/6BAJISTA