1 hour ago
1
Alex Sirois
Wed, August 12, 2026 astatine 11:10 AM CDT 5 min read
Quick Read
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Dan Ives assigns Tesla a $600 people by valuing it arsenic an AI-robotics company, contempt a 38% Q2 EPS miss and antagonistic escaped currency flow.
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GM raised full-year EPS guidance and holds 22 of 28 Buy ratings, portion RIVN's R2 motorboat remains the cardinal catalyst for its 17% upside.
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Tesla's guardant P/E of 169 and 1.4% operating borderline permission small country for error. The cardinal awesome to ticker is whether the institution tin prolong adjacent 1 4th of borderline stabilization.
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Tesla (NASDAQ:TSLA) presently trades astatine $332.81, portion Wall Street's statement terms people sits astatine $396.62, implying astir 19% of upside if analysts are right.
Wedbush's Dan Ives carries a Street-high $600 terms people connected the stock, implying astir 80% successful imaginable gains. His thesis treats Tesla arsenic an AI and robotics institution that happens to physique cars.
Tesla's halfway concern remains electrical vehicles, vigor storage, and autonomous driving software. Wall Street is watching due to the fact that near-term financials person deteriorated sharply portion absorption pours currency into Robotaxi, Optimus, and AI infrastructure.
The Q2 Miss That Reset the Narrative
Tesla posted non-GAAP EPS of $0.33 against a $0.5367 estimate, missing expectations by 38.51%, portion gross of $28.24 cardinal bushed by 7.1%.
Operating expenses jumped 47% twelvemonth implicit twelvemonth to $4.35 billion, capex surged 141.81% to $5.79 billion, and escaped currency travel flipped to antagonistic $1.09 billion. Operating borderline collapsed to 1.4%. Record deliveries of 480,126 vehicles and a 56% leap successful FSD subscriptions to 1.48 cardinal could not offset the nett shock.
Tesla is down 18.38% implicit the past month, trading beneath some its 50-day moving mean of $378.22 and its 200-day moving mean of $408.24. Recent recalls tied to excessively agleam headlights connected much than 20,000 Model 3 and Model Y vehicles and Autopilot scrutiny person kept sentiment defensive.
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Why the Bull Case Just Got Louder
Analysts person not folded due to the fact that the spending they dislike funds AI, autonomous software, and robotics. Ives applies a tech-like aggregate of astir 214x estimated 2026 EPS to physique his $600 target, projecting a $2 trillion to $3 trillion marketplace headdress arsenic those businesses scale.
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