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Tesla gains momentum but... Will it be able to sustain its rally?

Published 27/06/2024, 08:02
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TSLA
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Investing.com - Tesla (NASDAQ:TSLA) shares gained about 4% on Wednesday, snapping a two-day winning streak to post a 6.44% weekly gain at $194.84.

Despite this, a correction cannot be ruled out, according to InvestingPro's subscriber-only Market Value tool, which estimates an overvaluation of 2.8% based on 12 mathematical models of technical analysis, with a price target of $189.32 (£149.85).

In addition, InvestingPro 's consensus of analysts concur in assessing a potential downside based on the current price, with an average target of $183.03 per share (£ 144.85).

InvestingPro 's Market Value tool uses financial modelling technology to assess the intrinsic value of stocks, providing investors with a more complete view of a company's financial health.

What makes it different?

  • Deep fundamental analysis: The tool considers various financial metrics, such as cash flows, profitability, growth and prospects.
  • Customised valuation models: Sophisticated financial models are used to estimate the fair value of each stock, taking into account industry and company-specific factors.
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InvestingPro' s Market Value is useful for those looking for undervalued companies with long-term growth potential, for professionals who need to conduct detailed company analysis to make informed investment decisions, and for those looking to identify short-term buying or selling opportunities based on the intrinsic value of stocks.

Why Is Tesla Rising? Key Factors According to Morgan Stanley (NYSE:MS)

Morgan Stanley reaffirmed its confidence in Tesla, maintaining an "Overweight" rating, underscoring the firm's belief in the Elon Musk-led company's ability to capitalize on several emerging trends that could strengthen its market position over the long term.

One of the main factors behind Morgan Stanley's optimism is the projected growth of artificial intelligence (AI) and its impact on electricity demand. The firm notes that the energy needs of data centres in the US are booming, and are expected to grow substantially in the coming years.

According to projections, by 2030, the energy consumption of these centres could equal the consumption of 150 million electric vehicles. Furthermore, between 2023 and 2027, the increase in energy demand from these centres would be equivalent to adding 59 million electric vehicles to US roads, representing a 21% increase in the total number of vehicles on the road.

In this context, Tesla's capabilities in distributed energy solutions are seen as a key asset. The company manufactures electric vehicles and is a major player in solar power generation and energy storage systems, such as the popular Powerwall and Megapack.

These technologies are crucial to managing the growing energy needs of both data centres and the power grid in general. Morgan Stanley suggests that Tesla's ability to offer end-to-end energy solutions could play a key role in the coming energy transition.

However, not all is positive on the horizon for Tesla. The company faces many legal and regulatory challenges. It is currently embroiled in a legal dispute over CEO Elon Musk's $56 billion compensation package. In addition, potential import tariffs on Chinese-made electric vehicles, being considered by the Canadian government and the European Commission, could affect its operations.

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Note to reader: This article is not an investment recommendation. It is suggested that you conduct a thorough analysis using InvestingPro' s tools before making any investment.

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