TSLA
🚀 Cathie Wood projects Tesla shares reaching $2600 within 5 years, primarily driven by the upcoming robotaxi service, expected to launch commercially in June and contribute 90% of the company’s value.
🤖 The robotaxi service is envisioned as a high-margin (over 80%) SaaS model, significantly more profitable than current EV sales (15-25% margins), potentially disrupting transportation by offering lower costs per mile than traditional taxis, ride-sharing, and even private car ownership in Western markets.
🤔 Critics argue ARK Invest’s valuation is overly optimistic and unrealistic, valuing the yet-to-exist robotaxi business at trillions, potentially more than Apple, Microsoft, Amazon, and Alphabet combined, and vastly exceeding current valuations of competitors like Waymo or Uber.
@Invierteygana:
“Our analysts working on Tesla, our perspective has not changed. What’s happening right now, very short term, the US economy is seeing some impact. There’s a lot of uncertainty. That’s not good for any auto manufacturer. Of course, there’s the underlying political dynamic. I think this will blow over. On the other hand, we have the Model Y refresh. We know orders are going very well. They also have a new low-cost car coming out in the second quarter, which in the US, I think could sell for $30,000 or less. And there’s pent-up demand. Perhaps the most important argument, of course, is the robotaxi. Elon has announced that Tesla will commercially launch its robotaxi service in Texas in June. That’s when analysts will have to add the value of the robotaxi service to their valuations. It’s a SaaS model. The gross margin for platform companies like this is very high, above 80%, whereas for electric vehicles, it’s between 15%, 20%, or 25%. Therefore, we believe robotaxis will represent 90% of the company’s value in 5 years. And we have publicly stated that we believe in 5 years the stock will reach $2600. And that’s without considering the humanoid robots being integrated into the Tesla ecosystem much faster than we expected. So just for the robotaxi, the stock value will multiply by 10 from its current price. Reaching $2600 would imply multiplying almost 10 times. The narrator critiques this, noting ARK’s shifting projections and comparing the implied $7.5 trillion robotaxi valuation to the market caps of major tech companies and competitors like Uber and Waymo, deeming it unrealistic.”
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