$TSLA: Cantor Fitzgerald Upgra

$TSLA: Cantor Fitzgerald Upgrades Tesla to Overweight from Neutral - PT $425

The analyst comments:

After visiting Tesla’s Austin Gigafactory and AI data centers (3/18), we upgrade Tesla to Overweight (from Neutral) with a $425 price target (unchanged).

Key Reasons:

🔸 Shares down ~45% YTD present a buying opportunity.

🔸 Major upcoming catalysts:

🔸 Robotaxi launch (Austin June 2025, California later).

🔸 FSD rollout in China (started 1Q25) and Europe (expected 1H25).

🔸 New lower-cost vehicle (~$30K, 1H25).

🔸 Semi Truck production (2H25/2026).

🔸 Optimus Bot mass production (2026) and deliveries (late 2026).

Outlook:

🔸 Tesla expects auto growth in 2025, though partially offset by tariffs and EV tax credit removal.

🔸 Near-term softness likely (weak Europe demand, China competition, political noise).

🔸 Long-term upside driven by FSD, Robotaxi, Energy, and Optimus.

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