Tesla shares
Investment Thesis
Tesla's energy division expansion into UK electricity supply [2,4,9] represents a significant underappreciated value driver trading at $367.96, well below BofA's $460-488 targets. The stock has declined -15% YTD despite securing critical regulatory approvals that unlock new revenue streams, while the energy business valued at $90B by analysts remains a neglected component overshadowed by robotaxi concerns. With the Terafab facility launch imminent [8] and energy infrastructure expanding internationally, the current price offers asymmetric upside as multiple business segments mature simultaneously.
Why It May Work
Why It May Not Work
Timeline
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