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TSLA·TechnologySPEC. BUY
Tesla, Inc.
Gianfranco Cacciola·August 10, 2026
Price Target
$430
Upside
+30.9%
Investment Thesis
A speculative rating. Tesla trades at roughly 170x forward earnings, and this call rests on scenario-weighted probabilities, not a traditional DCF. Tesla is no longer primarily a car company: the thesis rides on Optimus reaching commercial leasing, Cybercab scaling across US cities, and FSD subscribers growing from 1.48 million toward six million by 2028. Loss of capital on the downside scenario is a real possibility.
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Report Details
AnalystGianfranco Cacciola
PublishedAugust 10, 2026
SectorTechnology
RatingSPEC. BUY
Price Target$430
Current Price$328.58
For educational purposes only. Not investment advice. Price targets reflect analyst estimates as of the publication date.