Replies to post #101442 on Tesla Inc (TSLA)

[zen222]

Tesla Shares Need To Reprice To Lackluster Vehicle Sales (Rating Downgrade)
Michael Del Monte Jan. 07, 2026
https://seekingalpha.com/article/4857821-tesla-shares-need-to-reprice-to-lackluster-vehicle-sales-rating-downgrade

Summary
Tesla, Inc. faces a challenging EV market, with Q4 '25 deliveries down 16% and FY25 revenue expected to decline 3%.

I downgrade TSLA stock to Sell with a $360/share target, reflecting a 61.33x eFY27 EV/aEBITDA, given premium valuation and near-term headwinds.

Policy shifts, rising electricity costs, and ICE/hybrid preference pressure TSLA’s core automotive segment, though energy storage and xAI show growth.

TSLA’s robotaxi ramp offers long-term recurring revenue potential, but timing and market correction risks weigh on near-term outlook.

Anyone still bullish on this needs to learn fundamentals and technicals 😆 🤣