TSLA
Tesla Inc.
Current price
1 Year
Shared horizon
48% Bull2 Calls52% Bear
Bull57% confident
Energy + autonomy is the mispriced second act
LW@lenacontraEveryone models Tesla as an automaker. The energy storage business is compounding fast and barely in estimates, and even a partial autonomy win is asymmetric to the upside.
Target: $400.00
See the full callBear61% confident
Auto margins are the story, and the story is compressing
RN@ravibuildsAutonomy optionality is real but unpriceable today. Meanwhile core auto gross margin is under pressure from price cuts and competition. You're paying a software multiple for a hardware margin trend.
Target: $220.00
See the full callWhere they disagree
Bull: Energy storage is compounding.
Bear: Price cuts are hitting margin.
Bull: Autonomy is a call option, not the base case.
Bear: Global EV competition intensified.
Bull: Cost curve keeps falling.
Bear: Autonomy timeline keeps slipping.
What they agree on: Both sides agree the AI/compute demand story is real — they just disagree on valuation and how much is already priced in.