ARK INVEST

ARK Invest has just released their new Tesla valuation model, projecting @Tesla could reach a $17.5 trillion valuation by 2031, and upwards of $20.4 trillion in a bull case.

ARK's 2031 Tesla base case: $4,400/share

• ~1M Optimus robots sold externally, generating ~$212B in revenue

• Robotaxi is ~80% of Tesla's enterprise value (down from ~90% in ARK's 2029 model)

• ~8.1M robotaxis deployed, with ~$753B in ride-hail revenue

• Total revenue of ~$1.45T and EBITDA of ~$902B

• Market cap of ~$17.5T

• Tesla's AI infrastructure spend grows from ~$7B to $225B cumulatively

ARK's 2031 Tesla bull case: $5,000/share

• EV revenue (excluding credits): $355B

• Robotaxis: 10M vehicles and $899B in ride-hail revenue

• Energy storage: 2,693 GWh deployed and $193B in revenue

• Optimus: 1.2M robots sold externally and $254B in revenue

• Total revenue: $1.62T

• EBITDA: $1.045T, a 65% margin, with a 72% gross margin

• Market cap: $20.4T

ARK's model does not assume SpaceX and Tesla merge, but they estimate combined SpaceX and Tesla could generate $3.8T in revenue by 2031, with SpaceX contributing ~62%.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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ARK's 2031 Tesla base case: $4,400/share • ~1M Optimus robots sold externally, generating ~$212B in revenue • Robotaxi is ~80% of Tesla's enterprise value (down from ~90% in ARK's 2029 model) • ~8.1M robotaxis deployed, with ~$753B in ride-hail revenue • Total revenue of ~$1.45T and EBITDA of ~$902B • Market cap of ~$17.5T • Tesla's AI infrastructure spend grows from ~$7B to $225B cumulatively ARK's 2031 Tesla bull case: $5,000/share • EV revenue (excluding credits): $355B • Robotaxis: 10M vehicles and $899B in ride-hail revenue • Energy storage: 2,693 GWh deployed and $193B in revenue • Optimus: 1.2M robots sold externally and $254B in revenue • Total revenue: $1.62T • EBITDA: $1.045T, a 65% margin, with a 72% gross margin • Market cap: $20.4T ARK's model does not assume SpaceX and Tesla merge, but they estimate combined SpaceX and Tesla could generate $3.8T in revenue by 2031, with SpaceX contributing ~62%.","highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/620242954715632","repostId":0,"isVote":1,"tweetType":1,"viewCount":23,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":916,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/620242954715632"}