Tesla: Beaten Down, Out-Of-Favor And A Strong Buy
Summary
- Tesla's stock has dropped 40% YTD due to political controversies, Cybertruck issues, and market maturation, but these are seen as short-term negatives.
- Despite recent setbacks, Tesla's long-term growth potential remains strong, supported by its leading position in the U.S. EV market and robust delivery volumes.
- Temporary factors like consumer boycotts and tariffs are expected to fade, offering a significant re-rating opportunity and potential alpha for investors.
- Tesla's market share and new model launches, particularly the refreshed Model Y, are poised to drive future sales, deliveries, and profits.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of TSLA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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