Tesla: Robotaxi Is Set To Unlock New Quantum Leap

  • Despite intensifying competition in the EV space, Tesla, Inc.'s profitability remains robust, and its fortress-like balance sheet positions the company to continue innovating aggressively. The business mix is rapidly diversifying, with growth in energy and innovation offsetting intensifying EV competition and supporting resilience. Valuation still offers 42% upside, but significantly less than in March; TSLA fair value is $473, with DCF assumptions sensitive to growth rates.