To The Moon

GOOD NEWS 🚨 Bank of America Securities analyst Alexander Perry reiterated a BUY rating and a $460 price target on $TSLA 🔥

Perry's thesis pivots away from traditional EV sales volume, focusing squarely on Tesla’s evolution into an AI and robotics powerhouse:

✅ Perry views Tesla as the clear future leader in autonomous ridesharing, estimating that the Robotaxi segment alone now accounts for approximately 52% of Tesla's overall valuation. He argues that Tesla’s "vision-only" point-to-point software is the most advanced, scalable, and cost-effective solution on the market compared to competitors relying on expensive LiDAR systems.

✅ Tesla’s autonomous mode averages just one reportable crash every 101,000 miles—a crash rate roughly 90% lower than human drivers. This safety record is a massive catalyst for regulatory approval and consumer trust, particularly as competitors like Waymo navigate software recalls.

✅ EPA documents show the Cybercab is highly efficient. Weighing just 3,113 lbs with a compact 48-kWh battery, it boasts a nearly 300-mile real-world range, making it incredibly cheap to operate at scale.

✅ The firm assigns immense long-term value to the Optimus humanoid robot. Perry estimates this "robot-as-a-service" segment could eventually top a $30 billion valuation, creating a massive secondary growth runway as Tesla shifts its $25 billion Capex toward AI and robotics.