Author Topic: The Real Reason Why Tesla Is Heading Towards A Trillion-Dollar Valuation  (Read 225 times)

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Offline Elderberry

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Oilprice by Glen Carrick - Dec 02, 2020

Morgan Stanley recently raised their rating on Tesla (NASDAQ:TSLA)  for the first time in 3 years. Two weeks later and the stock has already smashed through their $540 price point, and it’s still rising.

But the real news here isn't about Tesla, or even about EVs... it's much, much bigger than that.

What it means is this: It’s not about EVs anymore …

It’s about tech, software, services, and limitless verticals.

It’s about an entire EV ecosystem.

"Tesla is on the verge of a profound model shift from selling cars to generating high margin, recurring software, and services revenue … To only value Tesla on car sales alone ignores the multiple businesses embedded within the company,” Morgan Stanley’s Adam Jonas wrote in a note to investors.

Just like $7-trillion asset manager Blackrock got the sustainable investing megatrend before anyone else, crowning it the new king of Wall Street …

Morgan Stanley gets the profoundly profitable future of the EV ‘ecosystem’. 

More: https://oilprice.com/Energy/Energy-General/The-Real-Reason-Why-Tesla-Is-Heading-Towards-A-Trillion-Dollar-Valuation.html