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Added to YB: 2025-06-26

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

Show full summary:
Baron Opportunity Fund Portfolio Holding: Tesla, Inc.

TSLA (holding update): Stock down on Model Y refresh, Musk's DOGE role in Trump admin, regulatory headwinds. Bull case: Secular EV trends, cost structure, AI tech (FSD, robotaxi launching 2024). Musk: Optimus humanoid robots targeting 10K units 2024, <$20K cost at scale, 'overwhelmingly the value of the company' long-term.

Read full article (3 min)