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Added to YB: 2026-04-24

Pitch date: 2026-04-20

TSLA [neutral]

Tesla, Inc.

-4.91%

current return

Author Info

Nightview Capital is an investment management firm focused solely on publicly traded equities. Our approach is based on in-depth, fundamental research and a forward-looking, long-term perspective. Sign up for the newsletter.

Company Info

Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally.

Market Cap

$1.5T

Pitch Price

$393.00

Price Target

N/A

Dividend

N/A

EV/EBITDA

127.93

P/E

355.74

EV/Sales

N/A

Sector

Automobiles

Category

growth

Show full summary:
Nightview Capital Portfolio Holding: Tesla, Inc.

TSLA (holding update): Largest position at ~13% portfolio. Conviction not based on near-term auto results facing cyclical/competitive pressure, but on thesis Tesla is AI/robotics co that sells cars. Energy biz, FSD platform, Optimus humanoid robot = underpriced optionality by market. Long-term hold.

Read full article (1 min)