Tesla reanalysis following JPMorgan upgrade to and FSD 10B mile milestone. Current price analyzed against revised base case , bull case . Hold rating maintained.
Tesla stock reanalysis as price exceeds base case target of $350. Q1 2026 shows 19.2% automotive gross margin recovery and 1.28M FSD subscribers. Hold rating with $475 first trim threshold.
Tesla (TSLA) trades at 300x+ P/E with robotaxi expansion to Texas cities and Cybercab production underway. Q1 2026 margin recovery to 19.2% shows resilience, but .59T valuation requires autonomy success. Full analysis of FSD thesis, energy storage growth, and price targets.
