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2023-09-13

Tesla will fold

Tesla Got an $80 Billion Boost From Analyst Call. Not Everyone Buys It

Similar aggressive call from analyst in 2015 yet to come trueDojo tech still in early stage for such predictions: InvestorsThis may sound familiar: Morgan Stanley analyst Adam Jonas makes an extraordi

Tesla Got an $80 Billion Boost From Analyst Call. Not Everyone Buys It

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Not Everyone Buys It","url":"https://stock-news.laohu8.com/highlight/detail?id=2367300615","media":"Bloomberg","summary":"Similar aggressive call from analyst in 2015 yet to come trueDojo tech still in early stage for such predictions: InvestorsThis may sound familiar: Morgan Stanley analyst Adam Jonas makes an extraordi","content":"<html><head></head><body><ul style=\"\"><li><p>Similar aggressive call from analyst in 2015 yet to come true</p></li><li><p>Dojo tech still in early stage for such predictions: Investors</p></li></ul><p>This may sound familiar: Morgan Stanley analyst Adam Jonas makes an extraordinarily bullish call on the future of Tesla Inc. and the shares go on a wild binge.</p><p style=\"text-align: start;\">It happened in 2015, and it’s happening again this week. The problem is investors fear we’re seeing a replay — because after eight years Jonas’ last call has yet to be proven correct.</p><p style=\"text-align: start;\">Jonas raised his price target on the electric-vehicle maker by a hefty 60% over the weekend, saying the company’s Dojo supercomputer can add as much as half a trillion dollars to its valuation through faster adoption of so-called robo-taxis and network services. Jonas’ call pushed Tesla shares up 10% Monday, their best performance since January, pushing the stock price over $270 and adding nearly $80 billion to its market capitalization.</p><p style=\"text-align: start;\">“Could Dojo or the full-self-driving technology it empowers be worth $500 billion? Sure, but the key there is ‘if’ it is actually successful,” Jerry Braakman, chief investment officer at First American Trust, said in an interview. “We think that is a big ‘if,’ as replicating the human brain is really complicated.” First American holds about $4.4 million of Tesla stock, according to Braakman.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5796397298017105ce21835b54b19a8\" tg-width=\"1200\" tg-height=\"675\"/></p><p>In 2015, Jonas raised his target on Tesla by 66% based on the company’s potential to develop a “shared mobility” business. At that time he predicted that Tesla would roll-out fully self-driving taxis by around 2025. That hasn’t panned out, leading the analyst to significantly pare down his expectations for the robo-taxi operation over the years.</p><p>Meanwhile, Tesla is still working on developing a software that will make its cars truly self-driving, though experts and analysts see a broad adoption of fully autonomous cars as still years, if not decades, away. Jonas had lowered his estimate for Tesla Mobility, the carmaker’s ride sharing/robo-taxi business, by about 82% by mid-2019.</p><p style=\"text-align: start;\">A Morgan Stanley spokeswoman said Jonas was unavailable to comment for this story.</p><p style=\"text-align: start;\">Tesla itself has high hopes from its Dojo supercomputer as well, and Elon Musk in July said the company was sparing no expense to become a player in supercomputing and planned to invest more than $1 billion on Dojo by the end of 2024.</p><h3 id=\"id_179199412\" style=\"text-align: start;\">‘Outlandish’ Projection</h3><p style=\"text-align: start;\">Regardless of the computer’s potential, some investors find the $500 billion projection from Morgan Stanley “outlandish,” especially given Tesla’s already high valuation.</p><p style=\"text-align: start;\">“There is clearly a significant opportunity around autonomy, but it is years away and it is still unclear who is best positioned to benefit,” said Ivana Delevska, chief investment officer at Spear Invest. “We don’t see this as a winner-takes-all market.”</p><p style=\"text-align: start;\">Delevska and Braakman aren’t alone. Owuraka Koney of Jennison Associates, another long-term believer in Tesla, said in an interview in July that fully self-driving automobiles remain years away, and until then the car business is key to the company’s growth.</p><p style=\"text-align: start;\">That said, Jonas has company, too. RBC Capital Markets analyst Tom Narayan, who has a $305 target and a buy-equivalent rating on the stock, sees most of that value — about $210 per share — coming from the robo-taxi business.</p><p style=\"text-align: start;\">Then there’s Cathie Wood of Ark Investment Management LLC, who earlier this year said Tesla’s plans for self-driving cars were much more important than its EV strategy. Ark’s 2027 price estimate is $2,000, with the prospective robo-taxi business contributing over two-thirds.</p><p>To investors, the question is how soon will all this happen? An analysis by Bloomberg New Energy Finance estimates a global robo-taxi fleet will first surpass 1% of annual kilometers traveled by passenger vehicles in 2039.</p><p style=\"text-align: start;\">But for Jonas’ prediction to come true, Tesla shares will need to rise over 60% from Friday’s close in just the next 12 months. The stock is already up 121% this year, and technical indicators show that it’s approaching overbought levels.</p><p style=\"text-align: start;\">“It is important to note that Tesla’s current market cap already assumes significant value for autonomy,” Spear’s Delevska said. “There are no other automakers trading at about $800 billion.”</p></body></html>","source":"lsy1584095487587","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>Tesla Got an $80 Billion Boost From Analyst Call. 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Not Everyone Buys It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-13 09:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-09-12/analyst-call-gave-tesla-an-80b-boost-but-not-everyone-buys-it?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Similar aggressive call from analyst in 2015 yet to come trueDojo tech still in early stage for such predictions: InvestorsThis may sound familiar: Morgan Stanley analyst Adam Jonas makes an ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-09-12/analyst-call-gave-tesla-an-80b-boost-but-not-everyone-buys-it?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2063271972.USD":"富兰克林创新领域基金","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4512":"苹果概念","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4127":"投资银行业与经纪业","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0444971666.USD":"天利全球科技基金","LU0971096721.USD":"富达环球金融服务 A","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4553":"喜马拉雅资本持仓","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4566":"资本集团","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4559":"巴菲特持仓","TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4550":"红杉资本持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0109392836.USD":"富兰克林科技股A"},"source_url":"https://www.bloomberg.com/news/articles/2023-09-12/analyst-call-gave-tesla-an-80b-boost-but-not-everyone-buys-it?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2367300615","content_text":"Similar aggressive call from analyst in 2015 yet to come trueDojo tech still in early stage for such predictions: InvestorsThis may sound familiar: Morgan Stanley analyst Adam Jonas makes an extraordinarily bullish call on the future of Tesla Inc. and the shares go on a wild binge.It happened in 2015, and it’s happening again this week. The problem is investors fear we’re seeing a replay — because after eight years Jonas’ last call has yet to be proven correct.Jonas raised his price target on the electric-vehicle maker by a hefty 60% over the weekend, saying the company’s Dojo supercomputer can add as much as half a trillion dollars to its valuation through faster adoption of so-called robo-taxis and network services. Jonas’ call pushed Tesla shares up 10% Monday, their best performance since January, pushing the stock price over $270 and adding nearly $80 billion to its market capitalization.“Could Dojo or the full-self-driving technology it empowers be worth $500 billion? Sure, but the key there is ‘if’ it is actually successful,” Jerry Braakman, chief investment officer at First American Trust, said in an interview. “We think that is a big ‘if,’ as replicating the human brain is really complicated.” First American holds about $4.4 million of Tesla stock, according to Braakman.In 2015, Jonas raised his target on Tesla by 66% based on the company’s potential to develop a “shared mobility” business. At that time he predicted that Tesla would roll-out fully self-driving taxis by around 2025. That hasn’t panned out, leading the analyst to significantly pare down his expectations for the robo-taxi operation over the years.Meanwhile, Tesla is still working on developing a software that will make its cars truly self-driving, though experts and analysts see a broad adoption of fully autonomous cars as still years, if not decades, away. Jonas had lowered his estimate for Tesla Mobility, the carmaker’s ride sharing/robo-taxi business, by about 82% by mid-2019.A Morgan Stanley spokeswoman said Jonas was unavailable to comment for this story.Tesla itself has high hopes from its Dojo supercomputer as well, and Elon Musk in July said the company was sparing no expense to become a player in supercomputing and planned to invest more than $1 billion on Dojo by the end of 2024.‘Outlandish’ ProjectionRegardless of the computer’s potential, some investors find the $500 billion projection from Morgan Stanley “outlandish,” especially given Tesla’s already high valuation.“There is clearly a significant opportunity around autonomy, but it is years away and it is still unclear who is best positioned to benefit,” said Ivana Delevska, chief investment officer at Spear Invest. “We don’t see this as a winner-takes-all market.”Delevska and Braakman aren’t alone. Owuraka Koney of Jennison Associates, another long-term believer in Tesla, said in an interview in July that fully self-driving automobiles remain years away, and until then the car business is key to the company’s growth.That said, Jonas has company, too. RBC Capital Markets analyst Tom Narayan, who has a $305 target and a buy-equivalent rating on the stock, sees most of that value — about $210 per share — coming from the robo-taxi business.Then there’s Cathie Wood of Ark Investment Management LLC, who earlier this year said Tesla’s plans for self-driving cars were much more important than its EV strategy. Ark’s 2027 price estimate is $2,000, with the prospective robo-taxi business contributing over two-thirds.To investors, the question is how soon will all this happen? An analysis by Bloomberg New Energy Finance estimates a global robo-taxi fleet will first surpass 1% of annual kilometers traveled by passenger vehicles in 2039.But for Jonas’ prediction to come true, Tesla shares will need to rise over 60% from Friday’s close in just the next 12 months. The stock is already up 121% this year, and technical indicators show that it’s approaching overbought levels.“It is important to note that Tesla’s current market cap already assumes significant value for autonomy,” Spear’s Delevska said. “There are no other automakers trading at about $800 billion.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"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,"upFlag":false,"length":13,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}