TESLA
$TSLA - TESLA TARGET RAISED—EXECUTION RISKS REMAIN
Jefferies analyst Philippe Houchois raised Tesla’s price target to $350 (from $300) and kept a Hold rating.
He expects Q1 to highlight a widening gap between Tesla’s ambitions and execution, with concerns over funding unless robotaxi progress accelerates. Revenue is forecast at $21.2B (+10% YoY), but margins are under pressure and cash burn could reach ~$1.9B.
Heavy capex and slower rollout of key projects—like robotaxis and lower-cost models—are likely to weigh in the near term, while longer-term bets (AI, autonomy, humanoids) remain uncertain.
Despite this, Tesla’s scale, integration, and growth potential support a higher mid-term outlook. Still, rising funding needs may revive talk of a future Tesla–SpaceX tie-up.
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