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'Perfect Storm in 2022' For Tesla, Says New Street Research

Published 12/01/2022, 17:32
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By Sam Boughedda

Investing.com — Tesla Inc (NASDAQ:TSLA) was given a vote of confidence by New Street Research analyst Pierre Ferragu Wednesday after telling investors he sees a "perfect storm in 2022" for the company.

The analyst said he sees Tesla shares at the end of the year "at least at his" $1,580 price target, which represents an approximately 50% gain from recent levels.

In addition, Ferragu said he sees Tesla's Shanghai plant continuing to ramp up capacity, with Berlin and Texas coming online, bringing the company's total run rate to 1.8 million vehicles at the end of 2022, "unless chip supply constraints worsen and create a significant (but temporary) headwind."

"We expect auto revenues to exceed $80bn this year, and drive over 40% revision on expectations for upcoming years, with likely more to come beyond 2022, as we prudently model 34% and 29% unit growth in 2023 and 2024, well below the 50% target of the company," added the New Street analyst.

Tesla shares are up 2.6% to $1,092.43 on Wednesday.

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