04.21.23
Cathie Wood, CEO of ArkInvest: "TSLA - The most Important Ivestment Opportunity of our lifetime"
Today Ark Invest rolled out their new TSLA 2027 Outlook...
https://ark-invest.com/articles/valuation-models/arks-tesla-price-target-2027/
They predict TSLA stock will reach $2000 by 2027 (Base price).
From Bear to Bull case...
Bear $600B to Bull $1.15T revenue (up from $82B in 2022).
Bear $34k to Bull $26k ASP per car (up from $46k now).
Bear $4.5T to Bull $8T MC(up from $0.5T now).
Bear $1400 to Bull $2500 Share(up from $165).
They expect the Autonomous Robotaxi to launch
before late 2024 at the most likely scenario with a chance of 55%, however they believe that no later than 2025 has 85% chance.
They also expect a Human car sharing business
to exist first and possibly parallel to Autonomous for a while, like Uber.
They expect Tesla to deploy near 1.4Twh of Batteries in 2027, 220Gwh of them in Battery storage, 16% of all Batteries.
This prediction does not include "DoJo" super computer or The Humanoid robot "Optimus".
Cathie Wood had a $1530 PT for 2026 and $7300 for 2030 (Base case), published in April 2022.
ARK previous PT was $1000 for 2025, published in early 2021
(they always give 4 year out Price targets, not standard,
compared to 12 month PT every one else does).
ARK first 4 year PT for TSLA was published in 2018
when stock was around $20...
It was a $265 PT for 2022 (TSLA stock has been bouncing
between $410 and $102 in 2022, now is $165)
#ARKInvest #Cathiewood #TSLA #Tesla
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