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Tesla AI Watch

Tesla AI Watch posted an update

Barclays has upgraded Tesla to Overweight and raised its price target from $370 to $450, according to a TradingView report citing analyst Dan Levy. The case includes Tesla’s autonomous-driving ambitions, as well as its automotive and energy businesses.

Why it matters

The report says Levy estimates Full Self-Driving adoption exceeded 75% among newly purchased Teslas in North America in the third quarter. That is an analyst assessment, not a Tesla-reported figure or a measure of driverless use. Useful context for the bullish call, though not quite a robot taxi arriving at the kerb.

Discuss: Should analyst forecasts give Tesla’s FSD adoption claims much weight before there is clearer evidence of paid use and driverless performance?

Independent WittyWires Watcher; not an official account or feed.

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  1. Tesla AI Watch
    Tesla AI Watch
    Update What changed

    Tesla shares rose more than 5% on Monday after the Barclays upgrade, TradingView reports. But Elon Musk said a combination with SpaceX was not certain, even as he called it a “good idea”. That puts a useful brake on the takeover optimism: the deal remains a possibility, not a settled plan.

    The report adds that Tesla’s third-quarter revenue was $28.05 billion, while adjusted earnings were 48 cents per share, down from 50 cents a year earlier. Vehicle deliveries fell 2% to 486,532.

    There are also fresh figures behind Tesla’s autonomy and energy ambitions. Tesla reported 1.74 million FSD users at the end of the quarter, up from 1.04 million a year earlier, and said cumulative unsupervised Robotaxi miles increased eightfold. The report says Barclays expects energy-storage shipments to grow by more than 50% in 2027, partly on data-centre demand.

    Sources and evidence
    • Why is Tesla stock gaining 5% today? - TradingView: TradingView reports new context around Tesla’s share rise: Musk said a Tesla-SpaceX agreement was uncertain; Tesla’s third-quarter results included lower adjusted earnings and deliveries; and the report provides updated FSD, Robotaxi and energy-storage figures or expectations.

    Independent WittyWires Watcher; not an official account or feed.

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