

Investor's Corner
Tesla Model 3 fever sweeps across Europe as China gears up for possible March deliveries
It took what Elon Musk could only describe as “excruciating” effort, but Tesla appears to be setting the stage for the Model 3’s entrance into the global market. With exhibits of the electric car making its way into multiple countries in Europe and key cities in China, there seems to be very little doubt that the Model 3 invasion is just around the corner.
Reports and anecdotes from the Tesla community indicate that Tesla’s Model 3 exhibits have attracted a notable amount of attention. Over the past 24 hours, reservation holders and electric car enthusiasts have shown up en masse to view and get some hands-on experience with the electric sedan. In some areas in the European region, the Model 3 even attracted lines of people, with interested individuals waiting outside Tesla stores for an opportunity to interact with the company’s latest vehicle.
M3 on display in Mall of Scandinavia. It's 1PM on a Thursday and there's about 40 people in the store and 10 more outside waiting in line.@vincent13031925 pic.twitter.com/3YRxSHFgdW
— 🇮🇸 🇸🇪 Hjörtur Brynjarsson 🇺🇦 (@HjorturBrynjars) November 15, 2018
The warm reception of the European region towards the Model 3 bodes well for the company. If any, the Model 3 fever spreading across Tesla’s stores in Europe suggests that the demand for the electric sedan remains strong even in territories beyond North America.
https://twitter.com/m_xalher/status/1062731482236624896
Einige visuellen Eindrücke vom heutigen #Model3 Event im Tesla Store Zürich für jeden, der es selbst nicht erleben konnte. Herzlichen Dank, @marTW33T. https://t.co/43kWInkiCy pic.twitter.com/vELezp4t1t
— Tesla Community Schweiz 🇨🇭 (@TeslaSchweiz) November 14, 2018
On the other side of the world, Tesla’s Model 3 push is starting to become evident as well. Amidst Model 3 exhibits in key cities such as Shanghai and Shenzen, local Chinese media are also providing what could very well be the first details on the vehicle’s upcoming rollout in the region. According to local news outlet Gasgoo.com, for one, Tesla would be entering the Chinese market with the Model 3’s top two variants — the Model 3 Performance and the Long Range AWD Model 3. The vehicles will be priced higher than their counterparts due to import tariffs, though the impending construction of Gigafactory 3 is expected to reduce the price of electric cars that will be delivered in the country.
A Red Tesla Model 3 arrived Shenzhen, China 🇨🇳 yesterday. $TSLA #Tesla #Model3 #China #TeslaChina pic.twitter.com/I0YQBTq2oX
— vincent (@vincent13031925) November 15, 2018
In the past 24 hrs, Tesla Model 3 has appeared in many European countries for the first time, causing huge crowds. Beginning of this year, Model 3 also appeared in many of China's Tesla showrooms the very first time, which also caused huge crowds. $TSLA #Tesla #TeslaChina pic.twitter.com/FooR1gqXNV
— vincent (@vincent13031925) November 15, 2018
Recent updates from Elon Musk have provided some details on Tesla’s upcoming push in China. In a recent tweet, Musk stated that some Model 3 deliveries in the country might be possible in March 2019, though April might be a safer bet. With Musk’s recent update, though, it appears that Tesla’s global push for the Model 3 would likely begin sometime in the first quarter or early in the second quarter of 2019.
Probably some deliveries in March, but April is more certain
— Elon Musk (@elonmusk) November 15, 2018
After passing through “production hell” and “delivery logistics hell,” Tesla appears to have reached a place where it is confident of its capability to manufacture and deliver the Model 3. In order to accomplish this, the company is thinking outside the box once more. In a recent set of tweets, for example, Elon Musk has noted that Tesla just “acquired trucking capacity” to ensure that all Model 3 ordered by November 30 would be delivered by December 31. In a later tweet, Musk elaborated that Tesla had “bought some trucking companies and secured contracts with major haulers” to ensure that the delivery difficulties the company faced at the end of the third quarter do not happen again.
Tesla produced and delivered a record number of vehicles in the third quarter, even surprising Wall Street by posting $6.8 billion in revenue and beating earnings estimates with a GAAP profit of $312 million. Considering Tesla’s preparations for a massive end-of-year delivery push, as well as the arrival of the Mid Range Model 3, though, the electric car maker’s fourth quarter’s numbers would likely be even more impressive.
Elon Musk
Tesla CEO Elon Musk’s $1 trillion pay package hits first adversity from proxy firm
ISS said the size of the pay package will enable Musk to have access to “extraordinarily high pay opportunities over the next ten years,” and it will have an impact on future packages because it will “reduce the board’s ability to meaningfully adjust future pay levels.”

Tesla CEO Elon Musk’s $1 trillion pay package, which was proposed by the company last month, has hit its first bit of adversity from proxy advisory firm Institutional Shareholder Services (ISS).
Musk has called the firm “ISIS,” a play on its name relating it to the terrorist organization, in the past.
“ISIS”
— Elon Musk (@elonmusk) September 27, 2021
The pay package aims to lock in Musk to the CEO role at Tesla for the next decade, as it will only be paid in full if he is able to unlock each tranche based on company growth, which will reward shareholders.
However, the sum is incredibly large and would give Musk the ability to become the first trillionaire in history, based on his holdings. This is precisely why ISS is advising shareholders to vote against the pay plan.
The group said that Musk’s pay package will lock him in, which is the goal of the Board, and it is especially important to do this because of his “track record and vision.”
However, it also said the size of the pay package will enable Musk to have access to “extraordinarily high pay opportunities over the next ten years,” and it will have an impact on future packages because it will “reduce the board’s ability to meaningfully adjust future pay levels.”
The release from ISS called the size of Musk’s pay package “astronomical” and said its design could continue to pay the CEO massive amounts of money for even partially achieving the goals. This could end up in potential dilution for existing investors.
If Musk were to reach all of the tranches, Tesla’s market cap could reach up to $8.5 trillion, which would make it the most valuable company in the world.
Tesla has made its own attempts to woo shareholders into voting for the pay package, which it feels is crucial not only for retaining Musk but also for continuing to create value for shareholders.
Tesla launched an ad for Elon Musk’s pay package on Paramount+
Musk has also said he would like to have more ownership control of Tesla, so he would not have as much of an issue with who he calls “activist shareholders.”
Investor's Corner
Barclays lifts Tesla price target ahead of Q3 earnings amid AI momentum
Analyst Dan Levy adjusted his price target for TSLA stock from $275 to $350, while maintaining an “Equal Weight” rating for the EV maker.

Barclays has raised its price target for Tesla stock (NASDAQ: TSLA), with the firm’s analysts stating that the electric vehicle maker is approaching its Q3 earnings with two contrasting “stories.”
Analyst Dan Levy adjusted his price target for TSLA stock from $275 to $350, while maintaining an “Equal Weight” rating for the EV maker.
Tesla’s AI and autonomy narrative
Levy told investors that Tesla’s “accelerating autonomous and AI narrative,” amplified by CEO Elon Musk’s proposed compensation package, is energizing market sentiment. The analyst stated that expectations for a Q3 earnings-per-share beat are supported by improved vehicle delivery volumes and stronger-than-expected gross margins, as noted in a TipRanks report.
Tesla has been increasingly positioning itself as an AI-driven company, with Elon Musk frequently emphasizing the long-term potential of its Full Self-Driving (FSD) software and products like Optimus, both of which are heavily driven by AI. The company’s AI focus has also drawn the support of key companies like Nvidia, one of the world’s largest companies today.
Still cautious on TSLA
Despite bullish AI sentiments, Barclays maintained its caution on Tesla’s underlying business metrics. Levy described the firm’s stance as “leaning neutral to slightly negative” heading into the Q3 earnings call, citing concerns about near-term fundamentals of the electric vehicle maker.
Barclays is not the only firm that has expressed its concerns about TSLA stock recently. As per previous reports, BNP Paribas Exane also shared an “Underperform” rating on the company due to its two biggest products, the Robotaxi and Optimus, still generating “zero sales today, yet inform ~75% of our ~$1.02 trillion price target.” BNP Paribas, however, also estimated that Tesla will have an estimated 525,000 active Robotaxis by 2030, 17 million cumulative Optimus robot deliveries by 2040, and more than 11 million FSD subscriptions by 2030.
Investor's Corner
BNP Paribas Exane initiates Tesla coverage with “Underperform” rating
The firm’s projections for Tesla still include an estimated 525,000 active Robotaxis by 2030.

Tesla (NASDAQ: TSLA) has received a bearish call from BNP Paribas Exane, which initiated coverage on the stock with an Underperform rating and a $307 price target, about 30% below current levels.
The firm’s analysts argued that Tesla’s valuation is driven heavily by artificial intelligence ventures such as the Robotaxi and Optimus, which are both still not producing any sales today.
Tesla’s valuation
In its note, BNP Paribas Exane stated that Tesla’s two AI-led programs, the Robotaxi and Optimus robots, generate “zero sales today, yet inform ~75% of our ~$1.02 trillion price target.” The research firm’s model projected a maximum bull-case valuation of $2.7 trillion through 2040, but after discounting milestone probabilities, its base-case valuation remained at $1.02 trillion.
The analysts described their outlook as optimistic toward Tesla’s AI ventures but cautioned that the stock’s “unfavorable risk/reward is clear,” adding that consensus earnings expectations for 2026 remain too high. Tesla’s market cap currently stands around $1.44 trillion with a trailing twelve-month revenue of $92.7 billion, which BNP Paribas argued does not justify Tesla’s P/E ratio of 258.59, as noted in an Investing.com report.
Tesla and its peers
BNP Paribas Exane’s report also included a comparative study of the “Magnificent Seven,” finding Tesla’s current market valuation as rather aggressive. “Our unique comparative analysis of the ‘Mag 7’ reveals the extreme nature of TSLA’s valuation, as the market implicitly says TSLA’s 2035 earnings (~55% of which will be driven by Robotaxi & Optimus, w/ zero sales now) have the same level of risk & value-appropriation as the ‘Mag 6’s’ 2026 earnings,” the firm noted.
The firm’s projections for Tesla include an estimated 525,000 active Robotaxis by 2030, 17 million cumulative Optimus robot deliveries by 2040 priced above $20,000 each, and more than 11 million Full Self-Driving subscriptions by 2030. Interestingly enough, these seem to be rather optimistic projections for one of the electric vehicle maker’s more bearish estimates today.
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