Is Tesla, Inc. (TSLA) A Good Stock To Buy Now?

Is TSLA a bully banal to buy? We came crossed a bullish thesis on Tesla, Inc. connected Eric Ding’s Substack. In this article, we volition summarize the bulls’ thesis connected TSLA. Tesla, Inc.'s stock was trading astatine $373.72 arsenic of April 23^rd. TSLA’s trailing and guardant P/E were 358.81 and 185.19 respectively according to Yahoo Finance.

Tesla, Inc. designs, develops, manufactures, leases, and sells electrical vehicles, and vigor procreation and retention systems successful the United States, China, and internationally. TSLA reported mixed Q4 2025 results, broadly successful enactment with expectations, but the cardinal takeaway for investors was its accelerating pivot toward an AI-driven and autonomy-led concern model.

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While Q4 gross of US$25B declined modestly twelvemonth implicit twelvemonth and EPS softened to US$0.24, full-year nett income of US$3.8B and EPS of US$1.07 underscored resilient underlying profitability contempt transitional pressures. The results bespeak a concern deliberately moving done a capital-intensive signifier alternatively than 1 successful steady-state maturity.

The astir important improvement was Tesla’s guidance for much than US$20B of superior expenditures successful 2026, marking the commencement of a multi-year concern rhythm focused connected AI infrastructure, vigor systems, and precocious manufacturing. This includes imaginable home AI spot fabrication and expanded packaging capabilities, alongside a accelerated scale-up successful grooming compute toward 250–300k H100e-equivalent GPUs.

At the aforesaid time, Tesla is actively shifting distant from bequest EV lines, retiring Model S and Model X accumulation and reallocating capableness toward Optimus humanoid robots, Cybercab, and Tesla Semi, reinforcing its modulation into an AI-first concern platform.

Despite elevated concern requirements and short-term net volatility, Tesla maintains a beardown equilibrium expanse with US$36B successful nett cash, providing flexibility to money this translation cycle. Valuation enactment implies a DCF just worth of US$460 per stock and a people outgo ground of US$300, reflecting a 35% borderline of information and a higher 12.5% outgo of equity assumption.

The autonomous conception is estimated to correspond astir 96% of Tesla’s marketplace capitalization, embedding expectations of sustained ~55% maturation successful autonomous currency flows. Forecasts suggest EPS rising to US$3.90 by 2028, supported by scaling autonomy revenues and improving margins. While uncertainty remains elevated, Tesla’s positioning crossed AI, robotics, and compute infrastructure continues to enactment a structurally bullish semipermanent outlook.