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LATEST NEWS
PUBLISHED
October 9, 2026
Tesla is one of the 'clearest ways to own physical AI,' analyst says
Analyst Dan Ives reiterated an Outperform rating and a $500 price target, arguing that Tesla’s valuation will increasingly depend on autonomy, robotaxis and Optimus humanoid robots rather than vehicle sales alone. The bullish view also highlights the execution and regulatory risks facing those busin
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PUBLISHED
October 8, 2026
Tesla (TSLA) Deliveries Beat Expectations. But TSLA’s 159x Forward P/E Is Betting on Much More
Tesla’s third-quarter deliveries exceeded consensus, but the article argues that the company’s very high forward valuation already assumes major future earnings from AI, autonomy, robotaxis and Optimus. It notes that the delivery recovery helps support the transition but does not by itself justify t
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