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Yahoo
4 hours ago
- Automotive
- Yahoo
Why Is Wall Street So Bullish on Tesla? Here's the $1 Trillion Reason
Key Points Some Wall Street analysts are ultra-bullish on Tesla stock. There's one catalyst responsible for this bullishness. These 10 stocks could mint the next wave of millionaires › Dan Ives, a notable analyst at Wedbush Securities, has a $500 price target on Tesla (NASDAQ: TSLA) stock -- the highest of any analyst. Why is he so bullish? It all comes down to a $1 trillion opportunity that he thinks should send Tesla's stock price soaring for years to come. Ives loves Tesla's robotaxi division When it comes to electric car stocks, Tesla is king. The company produces more electric vehicles than any other automaker in North America. But it's not vehicle manufacturing that has Ives excited. Instead, he's brashly optimistic about the prospects for one key division: Tesla's fledgling robotaxi business. "The vast majority of valuation upside looking ahead for Tesla is centered around the success of its autonomous vision taking hold with a key June launch in Austin," Ives wrote to investors earlier this year. Other Wall Street experts believe Tesla is kick-starting what should become a $10 trillion global robotaxi market. While Tesla's robotaxi division will take years to fully play out, Ives is surprisingly bullish about its near-term impact. Ives believes Tesla "remains the most undervalued AI play in the market today." He anticipates a $2 trillion valuation for Tesla over the next 12 to 18 months -- double Tesla's current market cap. To be clear, Ives is a clear outlier. The average Wall Street price target for Tesla right now is around $300 -- below Tesla's current trading price. But Ives and other analysts remain excited due to their expectations for Tesla's robotaxi opportunity. Tesla has the capital, manufacturing capacity, and brand name recognition to pull it off. But the timeline could be more stretched than Ives and others believe. Ives has dramatically increased and decreased his price targets in the past, so investors should conduct their own research and form their own conclusions. Don't miss this second chance at a potentially lucrative opportunity Ever feel like you missed the boat in buying the most successful stocks? Then you'll want to hear this. On rare occasions, our expert team of analysts issues a 'Double Down' stock recommendation for companies that they think are about to pop. If you're worried you've already missed your chance to invest, now is the best time to buy before it's too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you'd have $447,134!* Apple: if you invested $1,000 when we doubled down in 2008, you'd have $40,090!* Netflix: if you invested $1,000 when we doubled down in 2004, you'd have $652,133!* Right now, we're issuing 'Double Down' alerts for three incredible companies, available when you join , and there may not be another chance like this anytime soon.*Stock Advisor returns as of July 14, 2025 Ryan Vanzo has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tesla. The Motley Fool has a disclosure policy. Why Is Wall Street So Bullish on Tesla? Here's the $1 Trillion Reason was originally published by The Motley Fool
Globe and Mail
17 hours ago
- Automotive
- Globe and Mail
Why Is Wall Street So Bullish on Tesla? Here's the $1 Trillion Reason
Key Points Some Wall Street analysts are ultra-bullish on Tesla stock. There's one catalyst responsible for this bullishness. These 10 stocks could mint the next wave of millionaires › Dan Ives, a notable analyst at Wedbush Securities, has a $500 price target on Tesla (NASDAQ: TSLA) stock -- the highest of any analyst. Why is he so bullish? It all comes down to a $1 trillion opportunity that he thinks should send Tesla's stock price soaring for years to come. Ives loves Tesla's robotaxi division When it comes to electric car stocks, Tesla is king. The company produces more electric vehicles than any other automaker in North America. But it's not vehicle manufacturing that has Ives excited. Instead, he's brashly optimistic about the prospects for one key division: Tesla's fledgling robotaxi business. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » "The vast majority of valuation upside looking ahead for Tesla is centered around the success of its autonomous vision taking hold with a key June launch in Austin," Ives wrote to investors earlier this year. Other Wall Street experts believe Tesla is kick-starting what should become a $10 trillion global robotaxi market. While Tesla's robotaxi division will take years to fully play out, Ives is surprisingly bullish about its near-term impact. Ives believes Tesla "remains the most undervalued AI play in the market today." He anticipates a $2 trillion valuation for Tesla over the next 12 to 18 months -- double Tesla's current market cap. To be clear, Ives is a clear outlier. The average Wall Street price target for Tesla right now is around $300 -- below Tesla's current trading price. But Ives and other analysts remain excited due to their expectations for Tesla's robotaxi opportunity. Tesla has the capital, manufacturing capacity, and brand name recognition to pull it off. But the timeline could be more stretched than Ives and others believe. Ives has dramatically increased and decreased his price targets in the past, so investors should conduct their own research and form their own conclusions. Don't miss this second chance at a potentially lucrative opportunity Ever feel like you missed the boat in buying the most successful stocks? Then you'll want to hear this. On rare occasions, our expert team of analysts issues a 'Double Down' stock recommendation for companies that they think are about to pop. If you're worried you've already missed your chance to invest, now is the best time to buy before it's too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you'd have $447,134!* Apple: if you invested $1,000 when we doubled down in 2008, you'd have $40,090!* Netflix: if you invested $1,000 when we doubled down in 2004, you'd have $652,133!* Right now, we're issuing 'Double Down' alerts for three incredible companies, available when you join Stock Advisor, and there may not be another chance like this anytime soon. See the 3 stocks » *Stock Advisor returns as of July 14, 2025
Yahoo
4 days ago
- Business
- Yahoo
Wedbush Identifies Palo Alto (PANW) as a Top Cybersecurity Play
Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the Best Non-Mega Cap NASDAQ Stocks to Buy Right Now. Palo Alto Networks, Inc. (NASDAQ:PANW) has been identified as one of Wedbush Securities' top cybersecurity picks for the second half of 2025, reflecting the firm's bullish outlook on the sector's momentum. In a note released Sunday, Wedbush analysts, led by Daniel Ives, pointed to a 'very resilient spending environment' that continues to support strong industry performance. A cutting-edge computer lab full of IT experts monitoring the security of multiple systems. According to the report, cybersecurity is positioned to be one of the standout segments in the broader tech landscape through the remainder of the year. As malicious cyber activity becomes more sophisticated, enterprises are increasingly prioritizing security infrastructure, reinforcing a demand trend that Wedbush sees sustaining double-digit growth in the years ahead. The firm emphasized that cybersecurity remains essential not only for digital protection but also as a core pillar in the deployment of artificial intelligence across industries. This strategic importance is expected to drive increased mergers and acquisitions, with companies seeking to bolster their capabilities and stay competitive in an evolving threat landscape. Palo Alto Networks stands out, the analysts noted, due to its scale, innovation, and positioning in key enterprise accounts. Its inclusion on Wedbush's high-conviction list underscores growing confidence in the company's ability to capitalize on sector-wide tailwinds as 2025 unfolds. While we acknowledge the potential of PANW as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: Top 10 Healthcare AI Stocks to Buy According to Hedge Funds and 10 Consumer Defensive Stocks to Buy Now. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
CNBC
4 days ago
- Business
- CNBC
Netflix earnings are coming Thursday. Here's what top analysts expect
Netflix is slated to release its second-quarter results Thursday after market close, and analysts are expecting another blockbuster. Analysts surveyed by LSEG anticipate that the streaming giant will post earnings of $7.08 per share and $11.066 billion in revenue. Those results would signify earnings growth of 45% year over year as well as a 15.8% jump in revenue when compared to the prior-year period. The anticipated gains come after the streamer posted a major earnings beat for the first quarter of the year, where it saw revenue rise 13%. That was due to the company increasing pricing for its plans toward the end of January. NFLX 6M mountain NFLX, 6-month Since the start of the year, Netflix shares have surged, ratcheting up nearly 42% year to date and about 50% in the past six months. That compares to the S & P 500's year-to-date gains of 6% and the broad index's 5% jump over the past six months. Heading into earnings, much of Wall Street is still bullish. According to LSEG data, 34 out of 49 analysts covering Netflix have rated it a strong buy or buy, while the remaining 15 have given it a hold rating. Here's what some of the analysts are saying prior to the results. Wedbush Securities: Outperform rating and $1,400 price target Analyst Alicia Reese's target signals around 11% upside from Tuesday's close. "We believe that Netflix is well-positioned to accelerate ad tier revenue contribution over the next several years by adding and improving live events, enhancing its advertising solutions and targeting capabilities, expanding its ad partnerships, and broadening its content strategy. While massive subscriber growth was the primary driver in 2024, we expect price increases to drive revenue growth in 2025, and the ad tier to drive revenue higher in 2026. As Netflix expands, its contribution margin can massively exceed our estimates, driving outsized free cash flow." Bank of America: Buy rating and $1,490 price target Analyst Jessica Reif Ehrlich's target implies more than 18% upside from Tuesday's closing level. "Netflix has been a top performer in our coverage (up ~42% YTD) driven by: sustained earnings momentum, positive subscriber trends and defensiveness related to tariffs. We continue to view Netflix as well positioned given the company's unmatched scale in streaming, further runway for subscriber growth, significant opportunities in advertising and sports/live and continued earnings and FCF growth." BMO Capital Markets: Outperform rating and $1,425 price target Analyst Brian Pitz's target calls for around 13% upside. "Raising 2Q25E and 2H25E revenue and OpInc estimates reflecting record-breaking Squid Game 3 viewership data, FX, and an attractive content slate in 2H25E. Netflix continues to trade above its forward averages, though AI tailwinds are beginning to proliferate, with multi-year benefits ahead given 'hundreds of billions' of user interactions globally. AI tools should prove complementary to current CGI/VFX products, enhancing production workflows, expanding Creator capabilities, and driving user engagement." Jefferies: Buy rating and $1,400 price target Analyst James Heaney's target implies around 11% upside. "With the stock up 42% YTD and trading near 5YR highs, investor sentiment has turned more cautious ahead of the Q2 print. However, we continue to see a favorable set-up over the next 12mos, as recent US price hikes, a strengthening 2H content slate, and improving ads monetization sustain mid-teens rev growth in 2H25 and FY26. We believe an increase in the FY25 op. margin guide to 30%+ could act as an additional positive catalyst for the stock." Evercore ISI: Outperform rating and $1,350 price target Analyst Mark Mahaney's target reflects more than 7% upside. "We view NFLX as one of the least risky stocks this quarter. We view the Street's Q2 Revenue, Operating Income and EPS estimates as reasonable. While the Street's sequential revenue growth of +5% is ahead of typical seasonality (flat to +2% Q/Q over the past three years), we note that NFLX should benefit from a significant sequential FX tailwind as well as from full quarter impacts of recent price increases in select markets. Further, NFLX has a very consistent recent track record of exceeding its Revenue and Operating Income guidance." Loop Capital: Hold rating and $1,150 price target Analyst Alan Gould's target suggests almost 9% downside. "We remain quite bullish on Netflix the company, but remain neutral on the stock due to valuation with the stock trading at almost 50x earnings. … NFLX deserves a premium multiple, but we do not agree with the bull case that NFLX deserves the same multiple as a great consumer company such as Costco. NFLX's has won the streaming wars, but its business continues to evolve which we believe provides it with less earnings durability; it has shown more historic volatility."
Yahoo
6 days ago
- Automotive
- Yahoo
3 Things This Top Analyst Says Can Save Tesla Stock Now
Tesla (TSLA) investors have had a turbulent year so far, and CEO Elon Musk's political involvement hasn't made things any smoother. After Musk's recent decision to launch his own political party — the America Party — Tesla shares have once again come under pressure. Musk's ongoing feud with Trump, combined with concerns about the CEO's divided attention, has investors worried about the EV giant's long-term prospects. In response to these mounting concerns, Dan Ives of Wedbush Securities, one of Wall Street's most closely followed Tesla analysts, has laid out a detailed three-step plan to help stabilize Tesla and regain investor confidence. In this article, we'll break down the details of Ives' recommendations and explore why he believes these specific initiatives are essential. With that, let's dive in. Shopify Stock is a Bargain - How to Make a 3.2% One-Month Yield with SHOP How High Can Nvidia Stock Go as Jensen Huang Heads to China? This Analyst Just Doubled His Price Target on AMD Stock Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. Tesla (TSLA) is a prominent innovator dedicated to accelerating the global transition to sustainable energy. The Elon Musk-led powerhouse designs, develops, manufactures, leases, and sells high-performance fully electric vehicles, solar energy generation systems, and energy storage products. It also offers maintenance, installation, operation, charging, insurance, financial, and various other services related to its products. In addition, the company is increasingly focusing on products and services centered around AI, robotics, and automation. It currently has a market cap of $1.01 trillion. Shares of the EV maker have dropped 22% on a year-to-date basis. The stock recently came under renewed selling pressure after CEO Elon Musk announced the formation of a new political party called the America Party, prompting backlash from President Donald Trump and fueling worries about potential consequences for Musk's businesses. Wedbush Securities analyst Dan Ives has long been among the most bullish Tesla watchers on Wall Street. Ives maintains a 'Buy' rating on TSLA stock with a $500 price target — the highest forecast among all analysts. However, last Tuesday, the analyst took to X to voice criticism of CEO Elon Musk's political activity, after the world's richest person announced the formation of the new political party to oppose Trump's 'Big Beautiful Bill.' Ives stated that Tesla's story has hit 'a tipping point.' 'Tesla is heading into one of the most important stages of its growth cycle with the autonomous and robotics future now on the doorstep, and cannot have Musk spending more and more time creating a political party, which will require countless time, energy, and political capital,' he wrote in a note. The analyst urged the board to take the following three steps to steer the company back on track: Step 1: 'New pay package getting Musk to 25% voting control. Clears a path for xAI merger.' Dan Ives proposed creating a new performance-based pay package that would grant the CEO a larger ownership stake in the company and up to 25% of the voting power. 'This would also create a framework that potentially Musk could drive Tesla to merge with xAI,' Ives wrote, referring to Musk's startup that now owns the X social media platform, 'and create one of the most powerful AI companies in the world under one roof over the next 12 to 18 months.' Meanwhile, xAI rolled out an updated version of its flagship AI model, Grok 4, last week. Musk and the xAI team emphasized Grok 4's multimodal capabilities, quicker reasoning, upgraded interface, and enhanced voice interaction. On Saturday, Tesla launched a new software update for its vehicles, featuring the highly anticipated integration of Grok. However, the company noted that in its current version, Grok does not issue commands to the car — it functions much like having Grok on your phone, except it's integrated into the vehicle's onboard computer. Musk's pay package has long been a key point of attention. His historic 2018 CEO compensation package, initially valued at roughly $56 billion and now worth even more, was struck down last year by the Delaware Court of Chancery. Judge Kathaleen McCormick ruled that Tesla's board members were not sufficiently independent from Musk and failed to engage in proper negotiations with the CEO. Tesla has appealed the case to the Delaware Supreme Court and is currently working to determine the structure of Musk's next pay package. The EV giant recently said in a filing with the U.S. Securities and Exchange Commission (SEC) that it will hold its annual shareholder meeting on Nov. 6. In response to the news, Ives stated that Musk's new pay package will be the main focus. Step 2: 'Guardrails established for amount of time Musk spends at Tesla as part of pay package' Ives' suggestions did not include restricting Musk from engaging in political activities. Instead, he proposed setting 'guardrails' around the amount of time Musk must dedicate to Tesla and tying compensation to those commitments. More precisely, Ives' proposed new pay package would include a requirement outlining how much time Musk must spend on Tesla's operations to receive the compensation. 'Some general guardrails on this front would help everyone involved, including institutional investors, retail investors, Musk himself, the Board, and Tesla employees around the world,' Ives wrote. Tesla's brand value has been on the decline since 2024, partly due to Musk's controversial political activities, with many analysts warning that the brand faces a long path to recovery or that there may be permanent damage to TSLA. Meanwhile, we've already seen what investors really want from Musk — Tesla stock rallied after he announced during the Q1 earnings call that he would 'significantly' scale back his involvement with the Department of Government Efficiency (DOGE), overshadowing disappointing headline figures. Musk eventually left the Trump administration and DOGE in late May. In early July, Tesla reported around 384,000 vehicle deliveries in the second quarter, a 14% year-over-year decline and the second consecutive quarterly drop, though the figures were better than some analysts had feared. Investors are now awaiting the company's Q2 results, set to be released after the market close on July 23, for fresh insights into the brand's health. The company will also provide an updated 2025 outlook, after pulling its guidance in Q1 due to economic uncertainty and its impact on the business. Step 3: 'Oversight on political endeavors' Ives believes Tesla should create a special board oversight committee solely focused on Musk and his political activities. Notably, public company boards often form special committees to address specific, complex, or sensitive issues that demand focused attention and, in some cases, independent oversight. These committees are typically tasked with handling matters such as mergers and acquisitions, conflicts of interest, internal investigations, and litigation. In Tesla's case, Ives recommended forming a special board oversight committee to establish clear guidelines on which political activities would breach the terms of the pay package. 'The Board cannot control Musk's donations … but they can have oversight if his political ambitions/endeavors interfere with his role as CEO of Tesla,' he wrote. With that, the special committee would be responsible for overseeing the pay package and determining whether Musk has violated its boundaries. 'We urge the Board to act now and move the Tesla story forward with Musk as CEO,' Ives wrote. At the same time, Musk quickly responded, telling the analyst to 'Shut up.' Wall Street analysts maintain a cautious stance on TSLA stock, with ratings differing significantly among those who cover the company. While 12 analysts rate the stock as a 'Strong Buy' and two as a 'Moderate Buy,' 16 recommend holding, and 10 have issued a 'Strong Sell' rating. Overall, TSLA stock has a consensus rating of 'Hold.' Notably, the stock currently trades above its average price target of $297.69. On the date of publication, Oleksandr Pylypenko did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Sign in to access your portfolio
