Investor's Corner
Tesla stores in China are reportedly seeing a tsunami of Model 3 orders
As China gears up for Model 3 deliveries to begin in the country, the interest and anticipation for the electric car among reservation holders and potential buyers appear to be reaching a fever pitch. If reports from Chinese social media are any indication, it seems that waves of Model 3 orders are already hitting the country’s stores.
For the Model 3 to be successful in China, the electric car must be good enough to attract a lot of attention and demand from the car-buying public. Recent reports from Chinese social media users suggest that consumers are indeed interested in the Model 3. During the past few days alone, social media posts from the region noted that some Tesla stores ended up having system issues due to the influx of orders they are receiving for the Model 3.
Tesla Model 3 sales went insane the last few days in different cities of China.
Some locations reported stores’ systems were down & wireless CC machines went out of battery due to too many orders. At least 20 orders per store in a day(weekdays)$TSLA #Tesla #Model3 #TeslaChina pic.twitter.com/srD17N96ze
— vincent (@vincent13031925) February 19, 2019
Other posts from the area were equally optimistic. A Weibo user who took the electric car for a test drive on February 13, for one, observed that her sales representative’s mobile phone was receiving notifications for Model 3 orders every 6-10 minutes. “During the chat with the Tesla specialist, I observed that his cellphone popped three times with new Model 3 orders in about 20-30 mins. In other words, about 6-10 minutes, there is a Model 3 sold in that location,” 老徐是我呀, the Weibo user, wrote.
Last week, reports emerged stating that the Glovis Symphony, a cargo ship loaded with China-bound Model 3, has arrived at the Tianjin Port. Other ships loaded with the sedan, such as the solar-hybrid car carrier, Emerald Ace, are expected to arrive in China within the next weeks as well, as noted in a report from local news outlet CCTV. With these factors in mind, it appears that Model 3 deliveries in China would likely begin very soon.
Photos taken today at Tianjin Free Trade Zone near Xingang Port, Tianjin, China. Since arriving on Monday this is the very first photos of @Tesla Model 3 Shipment to China. Photo Credit to 李大锤同学微博 via @Weibo#Tesla #TeslaChina #China #Model3 #GlovisSymphony #特斯拉 $TSLA pic.twitter.com/Z0pFUIZbwo
— Jay in Shanghai 电动 Jay 🇨🇳 (@JayinShanghai) February 15, 2019
It remains to be seen if the Model 3 would be as big of a success in China as it was in the United States, where its disruption was so notable that it became the country’s best-selling luxury vehicle in 2018. Nevertheless, the reception that the car has received from Chinese auto media and social media users appears to be mostly positive so far. In a review of the Model 3 Performance by Chinese auto group Know the Car, for one, it was concluded that the electric car could outperform rival premium, high-performance sedans such as the BMW M3 and the Mercedes-AMG C63 at the racetrack.
Tesla has been pushing some offers to make the Model 3 an attractive purchase for Chinese buyers. Earlier this month, for example, Tesla opted to include Enhanced Autopilot, an add-on that previously cost 46,300 yuan (around $6,800), as standard for all Model 3 purchases in the country.
Investor's Corner
Bank of America raises Tesla PT to $471, citing Robotaxi and Optimus potential
The firm also kept a Neutral rating on the electric vehicle maker, citing strong progress in autonomy and robotics.
Bank of America has raised its Tesla (NASDAQ:TSLA) price target by 38% to $471, up from $341 per share.
The firm also kept a Neutral rating on the electric vehicle maker, citing strong progress in autonomy and robotics.
Robotaxi and Optimus momentum
Bank of America analyst Federico Merendi noted that the firm’s price target increase reflects Tesla’s growing potential in its Robotaxi and Optimus programs, among other factors. BofA’s updated valuation is based on a sum-of-the-parts (SOTP) model extending through 2040, which shows the Robotaxi platform accounting for 45% of total value. The model also shows Tesla’s humanoid robot Optimus contributing 19%, and Full Self-Driving (FSD) and the Energy segment adding 17% and 6% respectively.
“Overall, we find that TSLA’s core automotive business represents around 12% of the total value while robotaxi is 45%, FSD is 17%, Energy Generation & Storage is around 6% and Optimus is 19%,” the Bank of America analyst noted.
Still a Neutral rating
Despite recognizing long-term potential in AI-driven verticals, Merendi’s team maintained a Neutral rating, suggesting that much of the optimism is already priced into Tesla’s valuation.
“Our PO revision is driven by a lower cost of equity capital, better Robotaxi progress, and a higher valuation for Optimus to account for the potential entrance into international markets,” the analyst stated.
Interestingly enough, Tesla’s core automotive business, which contributes the lion’s share of the company’s operations today, represents just 12% of total value in BofA’s model.
Elon Musk
Tesla analyst: ‘near zero chance’ Elon Musk’s $1T comp package is rejected
“There is a near-zero chance that $TSLA shareholders will vote down Elon’s new proposed comp plan at the Nov 6 shareholders’ meeting.”
A Tesla analyst says there is “zero chance” that CEO Elon Musk’s new compensation package is rejected, a testament to the loyalty and belief many shareholders and investors have in the frontman.
Tesla investors will vote on November 6 at the annual Shareholder Meeting to approve a new compensation package for Musk, revealed by the company’s Board of Directors earlier this month.
The package, if approved, would give Musk the opportunity to earn $1 trillion in stock, an ownership concentration of over 27 percent (a major request of Musk’s), and a solidified future at the company.
The Tesla Community on X, the social media platform Musk bought in 2023, is overwhelmingly in favor of the pay package, though a handful of skeptics remain.
Nevertheless, the big pulls of this vote are held by proxy firms and other large-scale investors. Two of them, Institutional Shareholder Services (ISS) and Glass Lewis, said they would be voting against Musk’s proposed compensation plan.
Tesla CEO Elon Musk’s $1 trillion pay package hits first adversity from proxy firm
Today, the State Board of Administration of Florida (SBA) said it would vote in favor of Musk’s newly-proposed pay day, making it the first large-scale shareholder to announce it would support the CEO’s pay.
One analyst said that Musk’s payday is inevitable. Gary Black of the Future Fund said today there is a “near-zero chance” that shareholders will allow Musk’s pay package to be rejected:
“There is a near-zero chance that $TSLA shareholders will vote down Elon’s new proposed comp plan at the Nov 6 shareholders’ meeting.”
He added an alternative perspective from Wedbush’s Dan Ives, who said that he had a better chance of starting for the New York Yankees than the comp package not being approved.
There is a near zero chance that $TSLA shareholders will vote down Elon’s new proposed comp plan at the Nov 6 shareholders’ meeting. As Wedbush analyst Dan Ives (@divestech) colorfully put it in a Yahoo Finance interview on October 23rd: “I have a better chance of starting for…
— Gary Black (@garyblack00) October 27, 2025
Black’s the Future Fund sold its Tesla holdings earlier this year. He explained that the firm believed the company’s valuation was too disconnected from fundamentals, citing the P/E ratio of 188x and declining earnings estimates.
The firm maintained its $310 price target, and shares were trading at $356.90 that day.
Shares closed at $452.42 today.
The latest predictions from betting platform Kalshi have shown Musk’s comp package has a 94 percent chance of being approved:
— Kalshi (@Kalshi) October 20, 2025
Tesla analysts are expecting big things from the stock (NASDAQ: TSLA) after many firms made price target adjustments following the Q3 Earnings Call.
Last Wednesday, Tesla reported earnings with record revenue but missed EPS estimates.
It blew delivery expectations out of the water with its strongest quarter in company history, but Tesla’s future relies on the development of autonomous vehicles, robotics, and AI, which many bullish firms highlight as major strengths.
The earnings call reiterated those points, along with the belief that Tesla CEO Elon Musk should be rewarded with a newly proposed pay package that would enable him to gain $1 trillion in wealth if he comes through on a lengthy list of performance tranches.
Nine Wall Street firms made adjustments to their outlook on Tesla shares in the form of price target increases since last Wednesday’s call, all of which are indications of big expectations for the stock moving forward.
Here are the nine firms that made moves:
- Truist – $280 to $406, reiterated Hold rating
- Roth MKM – $395 to $404, reiterated Buy rating
- Cantor Fitzgerald – $355 to $510, reiterated Overweight rating
- Deutsche Bank – $435 to $440, reiterated Buy rating
- Mizhuo – $450 to $485, reiterated Outperform rating
- New Street Research – $465 to $520, reiterated Buy rating
- Evercore ISI – $235 to $300, reiterated In Line rating
- Freedom Capital Markets – $338 to $406, upgraded to Hold rating
- China Renaissance – $349 to $380, reiterated Hold rating
The boosts in price target are largely due to Tesla’s future projects, as Roth MKM, Cantor Fitzgerald, Mizuho, New Street Research, and Evercore ISI all explicitly mention Tesla’s autonomy, robotics, and AI potential as the main factors for its price target boosts.
Cantor Fitzgerald raises Tesla PT To $510, citing Cybercab, Semi, and AI momentum
It is no surprise that many firms are adjusting their outlook on Tesla shares considerably in an effort to prepare for the company’s transition to even more of a tech company than a car company.
The issue with many analysts is that they treat the company’s vehicle deliveries as the main indicator of value.
However, Tesla has a robust energy division, which was a major contributor to the company’s strong margins and gross profit in Q3, as well as its prowess in robotics and AI.
Additionally, the company is seen as a key player in the autonomy field, especially after launching driverless rides on a Robotaxi platform in Austin and expanding a similar program in the Bay Area.
Tesla shares were up over 5 percent at 12:18 p.m. on the East Coast.
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