Tesla's waarde schiet omhoog door belofte van Robo-Taxis

RBC Capital Markets analysts predict a potential leap of over $150 billion in Tesla’s market value, spurred by the rising demand for robo-taxis. The self-driving taxi, which may drastically change society, could constitute over 70% of the electric vehicle titan’s future worth.

Tom Narayan and his team at the Canadian bank have increased Tesla’s share price target to $305, a jump of over 19% from Thursday’s closing price of $255.90. This forecast could inflate Tesla’s total valuation by an additional $155 billion. Over the past month, the company has already seen a staggering market cap increase of over $270 billion, buoyed by partnerships with General Motors and Ford.

Tesla’s self-driving technology naar verluidt puts it in a prime position to dominate the robo-taxi market. The RBC team anticipates the electric vehicle manufacturer could secure a 25% market share in the US and smaller percentages in Europe and China.

“This is central to the Tesla investment thesis,” the analysts emphasized. Tesla’s stock price has already risen by 107% in 2023, with a market cap increase of over $300 billion in just the past month.

RBC also noted other factors that could spur the stock’s strong rally, including Tesla’s initial success in pricing and recent deals with Ford and General Motors.

De analisten voorzien extra voordelen van de groeiende belangstelling voor kunstmatige intelligentie, die techgigant Nvidia naar een waardering van $1 biljoen heeft gedreven.

“The post-Nvidia trade is in full force, benefiting companies with the perception or ambition to exploit A.I. capabilities,” Narayan’s team concluded.