Professional
Added to YB: 2024-05-23
Pitch date: 2024-03-31
TSLA [bullish]
Tesla, Inc.
+160.52%
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
$176.17
Price Target
N/A
Dividend
N/A
EV/EBITDA
116.47
P/E
308.39
EV/Sales
15.26
Sector
Automobiles
Category
growth
Baron WealthBuilder Fund Portfolio Holding: Tesla, Inc.
TSLA -29% in Q1, largest holding. Past declines followed by strong growth & stock appreciation. Concerns: Chinese EV competition, margins post price cuts, FSD feasibility, mass market EV profitability. Believe superior product, eventual low cost EV, near FSD will drive market share & profitability. Focus on accelerating sustainable energy transition vs quarterly earnings. Increased confidence after extensive meetings with mgmt, engineers, consultants, competitors.
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