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.
Catalysts to Watch
UK energy market penetration metrics, Terafab facility construction milestones, Q1 2026 energy division revenue growth, additional international energy licensing approvals, Supercharger network monetization data
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Timeline
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