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Cathie said in an interview if she had to pick one stock and only one stock for maximizing her returns it would be Tesla. But she is not alone with Tesla as a topic for 2025. And despite all the headaches we have had, it's still up there with top analyst. Here are a few names.

  • Morgan Stanley: Top Pick 2025 Buy, $410 PT

  • TD Cowen: Buy

  • Piper Sandler: Buy, $400 PT

  • Stifel Nicolaus: Buy, $450 PT

  • Cantor Fitzgerald: Buy, $355 PT

  • Wedbush: Buy, $500 PT

  • Mizuho Securities: Buy, $390 PT

  • Canaccord Genuity: Buy

h/t Sanjay for the imager :D

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Oxencalf

I know everyone in the community is bullish on Tesla’s long-term AI edge and FSD potential - but how do we square that with the fact that in China, Tesla’s Model Y Juniper is already being discounted, while local brands like Huawei, BYD, and Xpeng are offering comparable or better driver-assist systems for free, faster charging, and broader model variety? Are we underestimating the near-term risk of Tesla being outcompeted before FSD or robotaxis actually deliver?

Sean Delaney

JPM $200 bear case $800 bull. PT $410