Seth Goldstein, CFA

We maintain our fair value estimate for Tesla stock.

With an eye on Robotaxi updates, energy generation and storage, as well as the SpaceX IPO, here’s what we think of Tesla stock.

We think Tesla stock is fairly valued.

With the growing robotaxi service and the possibility of a SpaceX merger, here’s what we think of Tesla stock.

We see no change to our outlook for Tesla.

We raise our fair value estimate for Tesla stock.

Increased competition in autonomous driving software for both personal vehicles and robotaxis could weigh on Tesla’s growth.

We see little key-person risk that Musk would leave Tesla.

We think Tesla will change its marketing messaging enough to avoid the suspension.

We think the market is assigning too high of a valuation to the robotaxi business.

The pay package likely keeps Musk dedicating the majority of his time to leading Tesla.

We raise our Fair Value Estimate but think Tesla stock remains significantly overvalued.

Awaiting more info on robotaxis and lower cost models, here’s what we think of Tesla stock.

We think Tesla stock is significantly overvalued.

We think the positive third-quarter numbers will be largely offset by a weak fourth quarter.

In our view, Tesla’s robotaxi business is nearly priced for perfection.

We see a lot of optimism and upside already priced into Tesla stock, which we view as overvalued.

Maintaining fair value estimate on Tesla stock as we think the robotaxi business is nearly priced for perfection.

We view Tesla stock as overvalued at roughly 40% above our fair value estimate.

A key provision of the new award is that Musk must remain in a senior leadership position at Tesla.

With competition on the horizon and its business transition to AI and robotics, here’s what we think of Tesla’s stock.

EV tax credit expiration hurts outlook; we think Tesla stock is overvalued.

CEO Elon Musk’s plan to start a new political party could serve as a distraction from his role.

We believe Tesla stock is trading in overvalued territory.

Based on April and May data showing a sales decline, we think Tesla is likely to see a second straight quarter of lower deliveries.