Investor's Corner
Tesla (TSLA) bull projects massive growth in 2020 even with conservative estimates
This year has been one of Tesla’s most historic yet, with the company’s shares dropping to over two-year lows before recovering and reaching new all-time highs. As 2019 ends with Tesla showing its strength in terms of vehicle production and deliveries, an ardent TSLA bull has stated that the company is on the cusp of even more dramatic growth next year. What’s more, Tesla seems poised for this growth even with conservative estimates.
Forecasts from Tesla investor-enthusiast Galileo Russell of YouTube’s Hyperchange channel have always been on the more conservative side. For his 2020 financial projections, the investor adopted the same stance. Despite this, results from the Hyperchange host’s research points to Tesla potentially delivering around 600,000 electric cars in 2020, provided that Model Y production hits its stride at the latter half of the year. That’s around a quarter of a million more than the vehicles Tesla will likely deliver this year.
In a video outlining his thesis, Russell explained that Tesla is now at a point where its core business is seemingly headed towards more stable waters. Cash flow continues to show strength, and the company is sitting on $5 billion in cash. Demand for its vehicles like the Model 3 is validated by sales in the United States, Europe, and China as well, putting the “demand problem” short thesis to rest. Apart from this, Tesla has returned to profitability, and these sentiments are pretty much reflected in the company’s stock, which has broken the $400 per share barrier while hitting all-time-highs.
In a way, Tesla is in a great place to start producing a vehicle that has the potential to carry it higher: the Model Y. The Model Y is a crossover, which means that it is targeted towards one of the auto industry’s most lucrative segments. If the Model 3, a vehicle that competes in a segment that is showing a decline in several regions, can push Tesla so far up, one can only imagine what the Model Y can do to boost the electric car maker further. Tesla, after all, expects the Model Y to outsell the Model S, Model X, and Model 3 combined.
That being said, the TSLA investor expects Tesla Model Y production to be fairly gradual. Russell was optimistic in his projection that a few Model Y can enter production as early as Q1, but he remained conservative for the first half of the year. Overall, the Hyperchange host expects Model Y to hit its stride in the third quarter with a production of about 25,000 units. If Tesla accomplishes this, Russell noted that the crossover’s production could go as high as 75,000 in Q4. This is despite the investor’s prediction that Model S and X sales will drop to their lowest levels as buyers wait for the vehicles’ Plaid variants, and that the Model 3 will see some cannibalization from its crossover sibling.
It should be noted that Russell’s expectations don’t account for several factors that Tesla could still improve, including efficiencies in its vehicle production process and its gross margins. Considering these factors, Tesla may very well remain profitable while allowing the company to pursue other high-profile projects such as the establishment of the Megacharger Network for the Semi, or the buildout of massive projects such as Gigafactory 4 in Europe.
It should also be noted that the Hyperchange host’s models do not account for any additional revenue streams that Tesla can tap into, such as its batteries and powertrains that could be sold to OEMs for their own electric cars. Elon Musk has stated that he is open to such ideas, and Fiat-Chrysler, which already buys credits from Tesla, has expressed interest in tapping into the Silicon Valley-based company’s technology. Considering the lead that Tesla continues to establish in terms of range and efficiency, the idea of a veteran automaker utilizing the company’s batteries and powertrains is more than feasible.
Tesla stock has been on a massive rally lately, and as shares hit a record high, speculations were abounding that the rise was due to shorts covering, or sentiments improving from investors. Russell argues that the recent stock movement for TSLA is also driven, if not primarily, by the steady improvement in Tesla’s fundamentals. Little by little, Tesla is becoming more and more like a full-fledged business, and as it rakes in the profits amidst its growth, the company may very well be headed towards even more milestones in the near future.
Watch the Hyperchange host’s full forecasts for Tesla in 2020 in the video below.
Elon Musk
Tesla analyst says Musk stock buy should send this signal to investors
“With Musk’s (Tesla stock) purchase, combined with the upward momentum for delivery expectations and robotaxi rollout, we are becoming more bullish.”
Tesla CEO Elon Musk purchased roughly $1 billion in Tesla shares on Friday, and analysts are now breaking down the move as the stock is headed upward.
One of them is William Blair analyst Jed Dorsheimer, who said in a new note to investors on Monday that Musk’s move should send a signal of confidence to stock buyers, especially considering the company’s numerous catalysts that currently exist.
Elon Musk just bought $1 billion in Tesla stock, his biggest purchase ever
Dorsheimer said in the note:
“With Musk’s (Tesla stock) purchase, combined with the upward momentum for delivery expectations and robotaxi rollout, we are becoming more bullish. This purchase is Musk’s first buy since 2020. To us, this sends a strong signal of confidence in the most important part of Tesla’s future business, robotaxi.”
Musk putting an additional $1 billion back into the company in the form of more stock ownership is obviously a huge vote of confidence.
He knows more than anyone about the progress Tesla has made and is making on the Robotaxi platform, as well as the company’s ongoing efforts to solve vehicle autonomy. If he’s buying stock, it is more than likely a good sign.
Tesla has continued to expand its Robotaxi platform in a number of ways. The project has gotten bigger in terms of service area, vehicle fleet, and testing population. Tesla has also recently received a permit to test in Nevada, unlocking the potential to expand into a brand-new state for the company.
In the note, Dorsheimer also touched on Musk’s recent pay package, revealing that William Blair recently met with Tesla’s Board of Directors, who gave the firm some more color on the situation:
“We recently participated in a meeting with Tesla’s board of directors to discuss the details of Musk’s performance package. The board is confident of its position in the Delaware case and anticipates a verdict by end of year. It does not expect a similar situation to occur under new Texas jurisdiction. Musk has the board’s full support, and we expect he’ll get more than enough shareholder support for this to pass with flying colors.”
Tesla stock is up over 6 percent so far today, trading at $421.50 at the time of publication.
Elon Musk
Elon Musk just bought $1 billion in Tesla stock, his biggest purchase ever
Prior to this latest move, Musk’s most recent purchase was for about 200,000 shares worth $10 million in 2020.
Tesla (NASDAQ:TSLA) shares rose on Monday after CEO Elon Musk disclosed a rare insider purchase of company stock worth about $1 billion.
A filing with the U.S. Securities and Exchange Commission (SEC) revealed that Musk acquired 2.57 million shares last Friday at various prices. The move represents Musk’s largest TSLA purchase ever by value, as per Verity data.
Elon Musk’s TSLA purchase
The disclosure sent Tesla shares up more than 8% in premarket trading Monday, as investors read the purchase as a notable vote of confidence, as stated in a CNBC report. Tesla stock had closed slightly lower Friday but remains more than 25% higher over the past three months. It should be noted that prior to this latest move, Musk’s most recent purchase was for about 200,000 shares worth $10 million in 2020.
Market watchers say the purchase could help shore up investor sentiment amid a volatile year for TSLA stock. Shares have faced pressure from a variety of factors, from year-over-year sales challenges due to the new Model Y changeover, political controversies tied to Musk, and reduced U.S. incentives for EVs under the Trump administration. Nevertheless, analysts such as Wedbush’s Dan Ives stated that Musk’s purchase was a “huge sign of confidence for Tesla bulls and shows Musk is doubling down on his Tesla A.I. bet.”
Tesla and Elon Musk
Musk already owns about 13% of Tesla, and his latest purchase comes as the company prepares for a key shareholder vote in November. Investors will decide whether to approve a compensation package for Musk that could ultimately be worth as much as $975 billion if ambitious market value milestones are achieved. The package has a long-term target of pushing Tesla’s market capitalization to $8.5 trillion, compared with about $1.3 trillion at Friday’s close.
Wall Street’s current consensus price target still implies a roughly 20% decline from current levels, though some Tesla bulls remain optimistic that the company could shift its focus toward autonomy, AI, and robotics. Musk has also asked shareholders to approve an investment into his latest venture, xAI.
Investor's Corner
Tesla bear turns bullish for two reasons as stock continues boost
“I think from a trading perspective, it looks very interesting,” Nathan said, citing numerous signs of strength, such as holding its 200-day moving average and holding against its resistance level.
A Tesla bear is changing his tune, turning bullish for two reasons as the company’s stock has continued to get a boost over the past month.
Dan Nathan, a notorious skeptic of Tesla shares, said he is changing his tune, at least in the short term, on the company’s stock because of “technicals and sentiment,” believing the company is on track for a strong Q3, but also an investment story that will slowly veer away from its automotive business.
“I think from a trading perspective, it looks very interesting,” Nathan said, citing numerous signs of strength, such as holding its 200-day moving average and holding against its resistance level.
He also said he believes a rally for the stock could continue as it heads into the end of the quarter, especially as the $7,500 electric vehicle tax credit is coming to an end at the end of the month.
With that being said, he believes the consensus for Q3 deliveries is “probably low,” as he believes Wall Street is likely underestimating what Tesla will bring to the table on October 1 or 2 when it reports numbers for the quarter.
Tesla bear Dan Nathan has flipped his script on Tesla $TSLA shares, citing “technicals and sentiment”
— TESLARATI (@Teslarati) September 12, 2025
Tesla shares are already up over five percent today, with gains exceeding nine percent over the past five trading days, and more than fourteen percent in the past month.
While some analysts are looking at the performance of other Mag 7 stocks, movement on rates from the Federal Reserve, and other broader market factors as reasoning for Tesla’s strong performance, it appears some movement could be related to the company’s recent developments instead.
Over the past week, Tesla has made some strides in its Robotaxi program, including a new license to test the platform in the State of Nevada, which we reported on.
Tesla lands regulatory green light for Robotaxi testing in new state
Additionally, the company is riding the tails of the end of the EV tax credit, as inventory, both new and used, is running extremely low, generally speaking. Many markets do not have any vehicles to purchase as of right now, making delivery by September 30 extremely difficult.
However, there has been some adjustments to the guidelines by the IRS, which can be read here:
Tesla is trading at around $389 at 10:56 a.m. on the East Coast.
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