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Tesla
VA
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Moon Bagger
Assuming Tesla successfully competes with Uber in all markets with 10 million robotaxis and produces 10 million Optimus robots per year by 2030, while its EV business follows its current trajectory, a reasonable share price estimate is approximately $2,500, implying an $8 trillion market cap. This assumes significant execution success, 30–50% robotaxi market share, and Optimus adoption.
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US$2.50k
FV
86.8% undervalued
intrinsic discount
83.71%
Revenue growth p.a.
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2 months ago
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