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  Is Tesla's Stock Having an Identity Crisis?
  Automotive financials are weighing on Tesla shares Wednesday, but Elon Musk - and many bulls - are focused on the future potential in autonomy and roboticsTo most people, Tesla Inc. is a car maker. But to Chief Executive Elon Musk, Tesla is an autonomy company focused not only on vehicles, but humanoid robots too.But what's Tesla $$ to Wall Street?
  Is Tesla's Stock Having an Identity Crisis?
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Shares are down about 12% in morning action Wednesday.</p><p>From the perspective of UBS&#39;s Joseph Spak, who is bearish on Tesla, the stock &#34;is not being priced on auto (or arguably even energy) but autonomy and AI.&#34; But Tesla&#39;s latest earnings report, which brought a beat on revenue but a miss on automotive gross margins excluding credits, was centered on the automotive business that&#39;s paying the bills in the present day.</p><p>Since AI and related efforts have payoffs that are much &#34;further out,&#34; Spak noted that &#34;on earnings updates, the realities of the business fall back to (mostly) auto.&#34;</p><p>&#34;These future initiatives are difficult to value, but the current stock price already assigns a hefty value to these ventures,&#34; he wrote. Thinking about the near term, he sees &#34;more downside to the stock if/when confidence in these initiatives waver, vs. upside from likely only incremental data points supporting the [long-term] bull case.&#34;</p><p>Spak rates the stock at a sell with a $197 target price.</p><p>But more bullish analysts remained encouraged about the longer-term horizon.</p><p>&#34;While the margin weakness is weighing on the stock this morning....the next phase of the Tesla growth story is around autonomous, robotaxis, and AI playing out for Musk &amp; Co. in our view and that vision is on the doorstep,&#34; Wedbush&#39;s Daniel Ives wrote.</p><p>Tesla confirmed the delay of its robotaxi event to October, but Ives is still bullish about that event, which he dubbed &#34;the beginning of the AI story at Tesla, which we value at $1 trillion alone over the next few years.&#34; Tesla &#34;is a robotics and AI play,&#34; Ives added.</p><p>He rates the stock at outperform with a $300 target price.</p><p>Piper Sandler&#39;s Alexander Potter weighed in similarly: &#34;If there&#39;s one message investors should take away from the Q2 earnings call, it&#39;s this: Sequential fluctuations in automotive gross margin hardly warrant mention, in the context of Tesla&#39;s wider ambition (namely: commercializing self-driving software and other A.I.-enabled products).&#34;</p><p>He upped his price target to $300 from $205, while sticking with his overweight rating.</p><p>&#34;Comments on full self-driving <a href=\"https://laohu8.com/S/FSD\">$(FSD)$</a> software were unabashedly positive, and as demonstrated by our 50% price target increase, bullish tweaks to the FSD forecast can easily overwhelm all other considerations,&#34; Potter wrote.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Tesla's Stock Having an Identity Crisis?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Tesla's Stock Having an Identity Crisis?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-07-24 22:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Automotive financials are weighing on Tesla shares Wednesday, but Elon Musk - and many bulls - are focused on the future potential in autonomy and robotics</p><p>To most people, Tesla Inc. is a car maker. But to Chief Executive Elon Musk, Tesla is an autonomy company focused not only on vehicles, but humanoid robots too.</p><p>But what&#39;s Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> to Wall Street? That&#39;s a question analysts are trying to unpack in the wake of the company&#39;s mixed latest earnings report, which followed a 35% monthly surge in Tesla&#39;s stock price. Shares are down about 12% in morning action Wednesday.</p><p>From the perspective of UBS&#39;s Joseph Spak, who is bearish on Tesla, the stock &#34;is not being priced on auto (or arguably even energy) but autonomy and AI.&#34; But Tesla&#39;s latest earnings report, which brought a beat on revenue but a miss on automotive gross margins excluding credits, was centered on the automotive business that&#39;s paying the bills in the present day.</p><p>Since AI and related efforts have payoffs that are much &#34;further out,&#34; Spak noted that &#34;on earnings updates, the realities of the business fall back to (mostly) auto.&#34;</p><p>&#34;These future initiatives are difficult to value, but the current stock price already assigns a hefty value to these ventures,&#34; he wrote. Thinking about the near term, he sees &#34;more downside to the stock if/when confidence in these initiatives waver, vs. upside from likely only incremental data points supporting the [long-term] bull case.&#34;</p><p>Spak rates the stock at a sell with a $197 target price.</p><p>But more bullish analysts remained encouraged about the longer-term horizon.</p><p>&#34;While the margin weakness is weighing on the stock this morning....the next phase of the Tesla growth story is around autonomous, robotaxis, and AI playing out for Musk &amp; Co. in our view and that vision is on the doorstep,&#34; Wedbush&#39;s Daniel Ives wrote.</p><p>Tesla confirmed the delay of its robotaxi event to October, but Ives is still bullish about that event, which he dubbed &#34;the beginning of the AI story at Tesla, which we value at $1 trillion alone over the next few years.&#34; Tesla &#34;is a robotics and AI play,&#34; Ives added.</p><p>He rates the stock at outperform with a $300 target price.</p><p>Piper Sandler&#39;s Alexander Potter weighed in similarly: &#34;If there&#39;s one message investors should take away from the Q2 earnings call, it&#39;s this: Sequential fluctuations in automotive gross margin hardly warrant mention, in the context of Tesla&#39;s wider ambition (namely: commercializing self-driving software and other A.I.-enabled products).&#34;</p><p>He upped his price target to $300 from $205, while sticking with his overweight rating.</p><p>&#34;Comments on full self-driving <a href=\"https://laohu8.com/S/FSD\">$(FSD)$</a> software were unabashedly positive, and as demonstrated by our 50% price target increase, bullish tweaks to the FSD forecast can easily overwhelm all other considerations,&#34; Potter wrote.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4592":"伊斯兰概念","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4534":"瑞士信贷持仓","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","SG9999015978.USD":"利安颠覆性创新基金A","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4527":"明星科技股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4588":"碎股","BK4550":"红杉资本持仓","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4581":"高盛持仓","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4099":"汽车制造商","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4511":"特斯拉概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","BK4548":"巴美列捷福持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2453004780","content_text":"Automotive financials are weighing on Tesla shares Wednesday, but Elon Musk - and many bulls - are focused on the future potential in autonomy and roboticsTo most people, Tesla Inc. is a car maker. But to Chief Executive Elon Musk, Tesla is an autonomy company focused not only on vehicles, but humanoid robots too.But what's Tesla $(TSLA)$ to Wall Street? That's a question analysts are trying to unpack in the wake of the company's mixed latest earnings report, which followed a 35% monthly surge in Tesla's stock price. Shares are down about 12% in morning action Wednesday.From the perspective of UBS's Joseph Spak, who is bearish on Tesla, the stock \"is not being priced on auto (or arguably even energy) but autonomy and AI.\" But Tesla's latest earnings report, which brought a beat on revenue but a miss on automotive gross margins excluding credits, was centered on the automotive business that's paying the bills in the present day.Since AI and related efforts have payoffs that are much \"further out,\" Spak noted that \"on earnings updates, the realities of the business fall back to (mostly) auto.\"\"These future initiatives are difficult to value, but the current stock price already assigns a hefty value to these ventures,\" he wrote. Thinking about the near term, he sees \"more downside to the stock if/when confidence in these initiatives waver, vs. upside from likely only incremental data points supporting the [long-term] bull case.\"Spak rates the stock at a sell with a $197 target price.But more bullish analysts remained encouraged about the longer-term horizon.\"While the margin weakness is weighing on the stock this morning....the next phase of the Tesla growth story is around autonomous, robotaxis, and AI playing out for Musk & Co. in our view and that vision is on the doorstep,\" Wedbush's Daniel Ives wrote.Tesla confirmed the delay of its robotaxi event to October, but Ives is still bullish about that event, which he dubbed \"the beginning of the AI story at Tesla, which we value at $1 trillion alone over the next few years.\" Tesla \"is a robotics and AI play,\" Ives added.He rates the stock at outperform with a $300 target price.Piper Sandler's Alexander Potter weighed in similarly: \"If there's one message investors should take away from the Q2 earnings call, it's this: Sequential fluctuations in automotive gross margin hardly warrant mention, in the context of Tesla's wider ambition (namely: commercializing self-driving software and other A.I.-enabled products).\"He upped his price target to $300 from $205, while sticking with his overweight rating.\"Comments on full self-driving $(FSD)$ software were unabashedly positive, and as demonstrated by our 50% price target increase, bullish tweaks to the FSD forecast can easily overwhelm all other considerations,\" Potter wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}