UBS Says Tesla's AI Dreams Inflated: What Investors Need to Know

GuruFocus.com02:12

UBS analyst Joseph Spak has revised his price target for Tesla (TSLA, Financial) and raised it to $226 from $197. However, the firm has retained a Sell' rating. This adjustment comes amid skepticism ...

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However, the firm has retained a Sell' rating. This adjustment comes amid skepticism ...</p>\n\n<a href=\"https://finance.yahoo.com/news/ubs-says-teslas-ai-dreams-181255935.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4511","symbol_name":"特斯拉概念","start_time":0,"source_url":"https://finance.yahoo.com/news/ubs-says-teslas-ai-dreams-181255935.html","article_id":"2486055130","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/s0Y_TcBybkePbYtIp8uNuQ--~B/aD00MDA7dz00MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/us.finance.gurufocus/542083594bce6bf52c297e28d497334b"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2486055130","pubTimestamp":1732558375,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"UBS analyst Joseph Spak has revised his price target for Tesla  and raised it to $226 from $197. 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However, the firm has retained a Sell' rating. This adjustment comes amid skepticism over the valuation of Tesla's artificial intelligence initiatives, including robotaxis and the humanoid robot, Optimus. Spak says that such AI ventures add close to $1 trillion to Tesla's market capitalization, which he deemed excessively speculative.\n\nSpak's analysis suggests Tesla's auto and energy divisions account for about $52 per share, with the remainder attributed to AI-related optimism. Historically, Tesla's stock has experienced sharp corrections of 30-70% when its auto segment's tangible value approaches 10% of the total valuation, a level it recently surpassed at 12%?\nWhile Spak is cautious about this projection, Wedbush Securities' Dan Ives said that Tesla is arguably the most undervalued AI play, pointing to FSD tech as a $1 trillion opportunity. At the same time, Morgan Stanley re-affirmed Buy' for Tesla, pointing out that it has the best self-driving tech and the ability to respond to pro-charging policy in the USA.This article first appeared on \nGuruFocus.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2486055130"}