a4xrbj1
2025-10-09

Please dear Stifel analysts, enlighten me what advancing development do you see for FSD and Robotaxi operations because I can't see them. How much revenue increase are we talking about that justifies your 10% increase in the price target? Hmh, $1.5 Trillion worth already, so $150 Billion. Ok, again, enlighten me where this revenue (not even profit) is coming from. All I can see is that the main revenue driver (car sales) is crashing right now, the "new and afordable" are neither and the carbon credits sale is going down massivley as the other car makers are launching cheap & new EV's.

Stifel Raises Tesla Motors Price Target to $483 on Growing Confidence in FSD and Robotaxi

Investment firm Stifel has upgraded its price target for Tesla Motors from $440 to $483, citing advancing developments in the company's Full Self-Driving (FSD) technology and Robotaxi operations. The...
Stifel Raises Tesla Motors Price Target to $483 on Growing Confidence in FSD and Robotaxi

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  • Maurice Bertie
    ·2025-10-10
    TOP
    Maybe FSD scales later, but $1.5T now? Need real robotaxi pilots first, not hopes!
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    • a4xrbj1: 
      IMO I need to see revenue and even more so profit coming from all these moonshots that Elon is trying (or promising).


      Waymo is making a loss but obviously has deep pockets and can afford it.


      Tesla still has pocket full of money but when it starts to pay for the debt of xAI and Xitter then that’s gone quickly given their burn rates (see AGM in Nov).


      The core business (cars and energy storage) is loosing money since 2 quarters if you remove the sales of carbon credits and interest / Bitcoin gains.


      So where is the money coming from that feeds the big AI data center, the R&D, the factories that now run below profitability?


      With no new cars in sight?
      2025-10-10
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  • Megan Barnard
    ·2025-10-10
    TOP
    $150B value gap—isn’t FSD’s slow rollout too weak to fill it?
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    • a4xrbj1: 
      Yes, Tesla isn’t only undercutting prices right now. Even Waymo makes a loss. But there’s no scaling, no analyst is asking how many paid drives are done yet.


      It can’t scale with security drivers
      2025-10-10
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  • Athena Spenser
    ·2025-10-10
    TOP
    Stifel’s 10% hike lacks clarity. Wait for Tesla’s FSD updates before picking sides.
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    • a4xrbj1: 
      I’ve been waiting for FSD update since more than a decade (back when it wasn’t called FSD but was suppose to be fully autonomous still).
      2025-10-10
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  • Jo Betsy
    ·2025-10-10
    Austin Robotaxi tests this year—Stifel sees 2026 revenue kickoff!
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  • Wade Shaw
    ·2025-10-10
    Stifel’s betting on 2025 FSD subscriptions—they’re scaling fast now!
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  • frosti
    ·2025-10-09
    Great insights! Thanks for sharing your thoughts! [Smart]
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