Professional
Added to YB: 2025-05-30
Pitch date: 2025-03-31
TSLA [neutral]
Tesla, Inc.
+73.98%
current return
Author Info
No bio for this author
Company Info
Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally.
Market Cap
$1.5T
Pitch Price
$263.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
116.47
P/E
308.39
EV/Sales
15.26
Sector
Automobiles
Category
growth
Loomis Sayles Global Growth Fund Portfolio Holding: Tesla, Inc.
TSLA (holding update): Despite -20%+ political headwinds & declining deliveries in 2024, bull case remains: record Q4 deliveries, Model Y globally #1 seller, lowest COGS/car ever. 6.2% op margin (-200bps) to improve toward mid-20s long-term via FSD software (potential 25% of profits). New affordable 2025 models expand TAM from 20M to 50M units annually.
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