Investor's Corner
Tesla’s EV Seniority and how it could affect Ford’s price parity battle: Goldman Sachs
Tesla’s (NASDAQ: TSLA) seniority in the electric vehicle sector is proving to provide plenty of difficulty for the long-standing legends of the automotive industry. Ford’s (NYSE: F) recent unveiling of the all-electric version of the best-selling pickup truck in America with the F-150 Lightning was a step in the right direction for the Michigan-based car company. Still, its battle with price parity puts it in an awkward position, as other brands, especially Tesla, can offer a considerably more advanced product in terms of EV tech and range while offering a more affordable option through price per kilowatt-hour. Goldman Sachs released a note to investors that detailed Ford’s strong F-15o Lightning unveiling was the company “moving in the right direction,” but they’re still going to fighting an uphill battle for years to come.
Highlighting Ford’s ambitious plan to roll out 40% of its global production as electrified models by 2030, Goldman Sachs sees the automaker’s recent $8 billion increase in planned expenditures as a good thing. “The company’s EV lineup features what we view as attractive products, such as the Mustang Mach-E, E-Transit commercial van, and F-150 Lightning. More specifically on pickups, Ford expects one-third of all full-size pickup sales to be electric by 2030, and we expect the F-150 Lightning to be among the industry leaders given its features and price point.”
Goldman Sachs on Ford’s Q1 earnings ??
“While we believe that Ford is moving in the right direction (targeting under $100 per kWh by mid decade), Tesla is already at/near $100 at the pack level, and could be in the $60 range for some models by mid decade.”$F$TSLA pic.twitter.com/m6LVUBtxR9— David Tayar (@davidtayar5) May 28, 2021
The F-150 Lightning will offer competitive range, pricing, and performance options to compete with the Tesla Cybertruck and Rivian R1T. While it is still up in the air on what each automaker will deliver when their vehicles make it to customers, Ford offers a robust and strong F-150 comparative that brings some interesting competition to the table in terms of specs. However, Goldman Sachs is more concerned about Ford’s plan to tackle price parity, the relationship between the price of electric cars and gas cars.
“One of the key debates we expect among investors will be on EV profitability on a like-for-like basis with ICE. While we believe that Ford is moving in the right direction with a modular EV architecture and that its target to be under $100 per kWh by mid-decade will be competitive for the industry, we expect some peers to be ahead of this,” Goldman’s note says. “Tesla, we believe, is already at/near $100 at the pack level and could be in the $60 range for some models by mid-decade if it executes on its plan from its 2020 Battery Day.”
Tesla (TSLA) shares snatched up by ARK after Battery Day: “It’s going to be hard to catch up”
Tesla’s long-term chipping away at EV technology and battery developments is a key indicator of what is to come for the legacy automakers who are just getting into the sector of electrification. While Ford has a lineup of great products and EV releases that are expected to begin production in the coming years, Tesla’s seniority in the sector will always be a thorn in the side of traditional companies until, and if, they can catch up. Ultimately, until these companies can match Tesla’s pricing points, other companies will be offering inferior products at a higher price, boding well for Tesla’s domination of the ever-growing EV sector.
Disclosure: Joey Klender is a TSLA Shareholder.
Investor's Corner
Tesla gets its best analysis from Morgan Stanley as ‘it’s all about to change’
He maintained its ‘Overweight’ rating and the $410 price target Morgan Stanley had on the stock.
Tesla has gotten perhaps its best analysis from Morgan Stanley in quite some time, as the Wall Street firm claims that “it’s all about to change.”
That phrase could be used for both the company’s status and the world in general.
Analyst Adam Jonas said in a new note on Thursday to investors that Tesla could be one of the major winners in terms of the global transition from what it is now to what it will be.
He describes the global shift that will occur over the next few years:
“Have you interacted with a robot today? Have you even seen a robot today? No? Well, take a mental picture because it’s all about to change. When we meet someone who has never been in a Waymo or a Tesla Cybercab (which is most people), we frequently see a wince and a response such as ‘I’m not sure I’d feel comfortable getting in a car without a driver.’ We imagine going back in time to 1903 and asking people if they’d feel comfortable in an airplane.’”
The same technological revolutions that have occurred over the past 150 years will continue to occur again and again. We are on the verge of another, Jonas believes, as companies like Tesla are working on artificial intelligence tech, which includes changing the way we look at things like transportation and labor.
Jonas includes an interesting tidbit in his note about how humanoid robots could change wages, and how it could work into the advantage of Tesla, especially as it is developing its own Optimus robot:
“We estimate 1 humanoid robot at $5/hour can do the work of 2 humans at $25/hour, generating an NPV of approximately $200k/humanoid. 1 robot shaped car can potentially drive down cost/mile of a ride share vehicle to <$0.20 mile (1/10th human-driven ride-share).”
Jonas sees Tesla as a key player in how AI will impact things like manufacturing and various automotive industries, and he believes there is long-term potential for AI, robomobility, and even autonomous eVTOL platforms.
Tesla stock: Morgan Stanley says eVTOL is calling Elon Musk for new chapter
He maintained its ‘Overweight’ rating and the $410 price target Morgan Stanley had on the stock.
Elon Musk
Tesla stock gets crazy prediction from CEO Elon Musk
Musk says this is what it would take to be a millionaire from a Tesla investment right now.
Tesla stock (NASDAQ: TSLA) got a crazy prediction from CEO Elon Musk recently, as the future of the company seems to be moving more toward AI, autonomy, and robotics, and away from automotive, which is what it has traditionally been recognized as.
Over the past few years, as Tesla has prioritized its Full Self-Driving suite, its rollout of a dedicated Robotaxi program, and the development of the Optimus bot, the company has gained a new reputation from analysts.
It was always looked at as a stock with tremendous potential by many Wall Street firms, some more than others.
The most bullish analysts, like Cathie Wood of ARK Invest, believe the company will eventually reach a multi-trillion-dollar valuation and a share price of over $2,000. Her $2,600 price target does not include any contributions of Optimus. Instead, it leans on Full Self-Driving and Robotaxi.
Based on where the company is now, there are a lot of potential catalysts. The Robotaxi expansion, as well as affordable vehicles, its prowess in AI and Robotics, and its powerful energy division are all arguments for investment.
One X user said that a $150,000 investment in Tesla right now would likely make you a millionaire. Musk said he thinks that sentiment is “probably correct.”
I think this is probably correct
— Elon Musk (@elonmusk) August 5, 2025
He’s echoed this belief in recent earnings calls, including the one for Q2, which happened in July:
“I do think if Tesla continues to execute well with vehicle autonomy and humanoid robot autonomy, it will be the most valuable company in the world. A lot of execution between here and there. It doesn’t just happen. Provided we execute very well, I think Tesla has a shot at being the most valuable company in the world. Obviously, I am extremely optimistic about the future of the company.”
Tesla is trading at $316.50 at the time of writing, and has a market cap of just under $1 trillion.
Elon Musk
Tesla stock gets another analysis from Jim Cramer, and investors will like it
“Tesla is morphing right now. It’s in transition from being a car company to being a technology company.”
Tesla stock (NASDAQ: TSLA) got its latest analysis from Jim Cramer, and investors will like what he has to say.
Cramer has flip-flopped his thoughts on Tesla shares many times over the years. One time, he said CEO Elon Musk was a genius; the next, he said Ford stock was a better play. He’s always changing his tune.
However, Cramer’s most recent analysis is of a bullish tone, as he talks about the company’s evolution from an automaker to a tech powerhouse. He made the comments on CNBC’s Mad Money:
“Tesla is morphing right now. It’s in transition from being a car company to being a technology company. You wanna be in there because the tech is worth a lot more than what it’s selling for right now. Don’t care where you bought it, care where it’s going to.”
Jim Cramer last night on $TSLA: “Tesla is morphing right now. It’s in transition from being a car company to being a technology company. You wanna be in there because the tech is worth a lot more than what it’s selling for right now. Don’t care where you bought it, care where… pic.twitter.com/WzlPdQD7gq
— Sawyer Merritt (@SawyerMerritt) August 5, 2025
Tesla has always been looked at by the mainstream media as an automaker. While that is its main business currently, Tesla has always had other divisions: Energy, Solar, Charging, AI, and Robotics. Some came after others, but the important point is that Tesla has not been an automaker exclusively for a decade.
It launched Powerwall and Powerpack in April 2015, marking the start of Tesla Energy.
But Cramer has a point here: Tesla is truly becoming much more than a car company, and it is turning into an AI and overall tech company more than ever before. Eventually, it will be recognized as such, more so than it will be as an automotive company.
Cramer’s comments also follow a recent prediction by Musk, who stated on X that he believes a $150,000 investment in Tesla shares right now would eventually turn someone into a millionaire:
I think this is probably correct
— Elon Musk (@elonmusk) August 5, 2025
Musk has said he believes Tesla could be headed to a serious increase in valuation. Eventually, it could become the most valuable company in the world. He said this during the Q2 Earnings Call:
“I do think if Tesla continues to execute well with vehicle autonomy and humanoid robot autonomy, it will be the most valuable company in the world. A lot of execution between here and there. It doesn’t just happen. Provided we execute very well, I think Tesla has a shot at being the most valuable company in the world. Obviously, I am extremely optimistic about the future of the company.”
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Tesla gets its best analysis from Morgan Stanley as ‘it’s all about to change’
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