Can Tesla’s Core Business Support Valuation As Energy, Robotaxi Revenues Ramp Up?

Summary:

  • Tesla, Inc.’s core auto business faces declining sales and margins, with increased competition and market share losses, especially in the US and China.
  • The energy generation and storage segment is growing rapidly, but potentially not fast enough to offset auto revenue declines; Robotaxi’s future remains uncertain.
  • Political changes and regulatory shifts could impact Tesla’s financials, with potential risks from tariff hikes, emission standards, and EV tax credit changes.
  • Despite high valuations, Tesla’s technology leadership and potential new revenue streams make it a Hold, with key metrics to watch for future performance.

Tesla EV electric vehicles on display. Tesla products include electric cars, battery energy storage and solar panels.

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Tesla, Inc. (NASDAQ:TSLA) is one of the most well-known and valuable companies in the world, a leader in EVs, and one of several businesses currently led by Elon Musk. Tesla earns 90% of revenue through auto-related activities, including leasing and service, and


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