Tesla Bulls Are Back! Cathie Sees 30x: Are You Betting the Same Way?
$Tesla Motors(TSLA)$ will release its Q3 earnings after market close on October 22.
According to Polymarket data, 75% of bets predict that Tesla will beat this quarter’s EPS consensus of $0.50 — supported by record deliveries (497K units), tight cost control, and explosive growth in its energy business.
Based on this week’s options chain and the Black-Scholes pricing model, the implied post-earnings closing range is $405–$488, suggesting that investors expect major volatility.
📊 Historical performance:
In the past eight earnings reports, Tesla’s stock has risen four times and fallen four times, with an average move of 10%.
However, it has missed EPS, revenue, and net income estimates in 7 of those 8 quarters.
Wall Street Focus: Can Growth Outshine Profit Concerns?
Analysts’ EPS estimates range from $0.52–$0.55.
Key questions to focus:
1. Is FSD, Robotaxi & Optimus still on track?
Musk is known for his aggressive timelines. Any update or reaffirmation of progress on FSD or robotics during the earnings call could reignite market optimism.
2. Has Tesla’s EV business bottomed?
While deliveries hit record highs, part of that may be due to a pre-tax credit rush in the U.S. Demand in Europe remains soft, and auto gross margins are around 16–17%, down 4 percentage points YoY.
3. Will Tesla Energy keep booming?
Tesla’s energy segment grew 67% last year, and storage deployments continue to rise triple digits this year. The AI data center energy boom is making Megapack an underappreciated growth engine.
Cathie Wood Turns Bullish Again: “30x in 10 Years” Sparks Buzz
ARK founder Cathie Wood reiterated her bullish outlook, saying “Tesla could grow 30-fold in the next decade”, driven by its AI and energy ecosystem reshaping its valuation paradigm.
Elon Musk replied simply: “Exactly.”
💬Discussion
If Tesla delivers a “just average” earnings report, do you think the stock will go up or down?
Is Cathie Wood’s “30x in 10 years” call bold speculation or visionary insight?
Where would Tesla close on Friday? New high or back to $400?
REWARDS
All valid comments will receive 5 Tiger Coins (5-50 coins; depend on comment quality; lucky tiger can get 66 coins)
Tag your friends to win another 5 Tiger Coins
High quality comments will win options handbook & options vouchers
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Cathie Wood’s “30x in 10 years” call is bold but plausible given Tesla’s energy and AI potential. Last year’s 67% energy growth and Musk’s “Exactly” reply fuel confidence. My excitement for AI-driven rallies, like chip stocks, supports Tesla’s long-term upside, making Wood’s vision compelling.
By Friday, I expect a close near $460, possibly a new high if AI or energy news shines. The typical 10% earnings move favors upside with strong fundamentals.
@TigerStars @Tiger_comments
For a company with a huge lead, they did not maximise their potential, allowing competitors to catch up.
Expectations for it to continue climbing feels like investors hoping that they too get to cash in on what earlier entrants got and seems like a bubble waiting to pop.
@TigerEvents @MillionaireTiger
I think Cathie’s 30x in 10 years is based on the current track record of where Elon took Tesla and how the entire EV industry boomed when people didn’t believe that EVs would be a thing 10 years ago. Cathie is also known for the intense homework done and so I would think there is a better chance of her being visionary insight rather than bold speculation. However, the industry evolves fast and many prominent players especially from China have caught up so it remains to be seen if Tesla can continue to deliver new breakthroughs and stay ahead of the curve and its competitors.
Based on higher volume of EVs sold, it seems like Tesla might close with a new high on Friday.
短期大概率会下跌。
但若马斯克在电话会议上给出AI或机器人业务的强烈前景，股价下跌可能很快被“信仰资金”买回。 @Tiramisu2020
These “investors” need Elon to keep the Ponzi scheme going with the next “invention”.
When you look at who’s driving the stock price up, it’s mainly retail investors with the Gamma Squeeze. The fund manager big boys of Vanguard / Black Rock don’t do much.
Given deliveries were very high, I expect Tesla to beat the estimates on Revenue but not sure on Profit.
I’m sceptical for Tesla’s near term future as a lot of EV sales in the US were pulled ahead and the next quarters will be bad. Robotaxi and Optimus won’t provide meaningful profits (or revenue) in 2026. FCF will go down if they invest in xAI.
I expect it will shoot up when earnings come out and drop during and after analyst call. $420 at Friday.
Her conviction is based on her belief that Tesla's robotaxi and Full Self Driving or FSD capabilities will drive a significant portion of its future value , not just its EV sales.
Cathie Wood also views Tesla as a convergence of AI, robotics and energy storage .
However Tesla's margins remain under pressure and EPS is forecast at just USD 0.55. If Tesla merely meets expectations , the share price may drop.
Will Tesla's growth outshine profit concerns ? That depends on the narrative from Elon Musk. If he leans hard into AI, Dojo and robotaxis, Tesla Bulls could charge . But if the call is light on vision and heavy in cost discipline , the stock could slip.
A strong report could push Tesla towards its previous high of USD488.54.
Elon Musk - Do Your Magic!
@Tiger_comments @TigerStars @CaptainTiger @TigerClub
This isn't just another quarterly report . It is a referendum on Tesla.
Tesla's share price has clawed back to the mid USD 400s, fueled by record deliveries and a resurgent AI narrative . But Wall Street wants numbers : margins , EPS and clarity in capital discipline .
Will Elon Musk unveil an exciting roadmap for robotaxis , Dojo and Optimus that reignites exponential growth?
The Verdict: I believe that Elon Musk will weave his magic. I expect a rally toward USD 470 to USD 480 mark on Friday.
Bring it on Elon! 🚀🚀🚀🌛🌛🌛💰💰💰
@Tiger_comments @TigerStars @CaptainTiger @TigerClub
@Vincentan59 @RanaAli @melson @stkwok @intan9252 @AyKing @Barcode @KILO @Hen Solo @SENGHOE @Jeff Chew @Worththesqueeze @Kenneth Allen @EMI SULASTRI @Anton06 @Xyna @PUSPA MSTKA @Xavier_1_3_3 @TheIRLlabubu @EvanWoon @wingcheong @Tiga Invest @machobryan @singsongone 10 @4bab0778 @Benshine @Nim_S @WealthWhisperer @Hen Solo @TxChris @Brandykopio @ChewyBear @Chtan007 @Wishmeluck @WS12 @lcekk @TANKH888 @Tiger John NZ @CT_88 @KobiKola @Weijieweijie @AudTKH @Dylan925ong @nameko @SamC3 @Kencana @Llody @owenlol98 @kyz @Soe Zarni @newwen @she button @Rith @Jazetto @teechunhui @Luciferphsyco @JoeSu @J1000 @KSR @TMC @Kcyap @ST Joyful @BeatriceChau @aggyz @Kceline @b3rnoulli @低调的小童 @一只暴富的兔子 @开始收割 @椰汁果冻 @爵位青年 @Bennymin @freedomman @Kokok @limyennee @fiercetiger @高___4250 @Goodday123 @Milo the King
The 30x in 10 years forecast is bold, based on Tesla’s leadership in robotaxis, AI, and energy, but it is highly speculative with significant execution and regulatory risks
The stock’s potential closing range this week may be between $440 and $470, with a move above $470 requiring strong earnings and a drop toward $400 possible if sentiment turns negative
Tesla’s high valuation depends on future success in AI and robotaxis, making it sensitive to earnings and market sentiment, with modest upside expected and a real risk of a pullback to $400
Tag :
@Huat99
@Snowwhite
30x growth in 10 yrs seems quite likely ba. I guess about 2 to 3 times most likely view of other competitors etc. cheers [Smile] [Smile]
根據Polymarket的數據，75%的押注預測特斯拉將超過本季度每股收益0.50美元的共識——這得益於創紀錄的交付量（49.7萬輛）、嚴格的成本控制以及能源業務的爆炸性增長。
It could be 30x but so much change is needed to generate that.