Musk's Business Empire Integration Prospects
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 11 hours ago
0mins
Source: Yahoo Finance
- Integration Expectations: Elon Musk is expected to merge SpaceX with Tesla, which, despite challenges, could be facilitated by their earlier Terafab joint venture, enhancing their competitive edge in the AI sector.
- Amazon's Valuation Potential: With a current market cap of $2.85 trillion, Amazon needs to exceed $3 trillion to surpass the combined valuation of SpaceX and Tesla, and while its retail and cloud computing businesses are performing well, there is significant upside potential in satellite internet and robotaxi ventures.
- Accelerating Cloud Growth: Amazon's AWS has seen revenue growth accelerate over the last three quarters, primarily due to increased capital expenditure, which is expected to continue driving profit growth and solidifying its market leadership.
- Tesla Valuation Risks: Tesla's valuation is heavily reliant on the potential of its robotaxi business, with a current P/E ratio of 204 indicating market concerns over its automotive profitability, and it may face increasing pressure from competitors like Waymo in the future.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to fall
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 426.010
Low
25.28
Averages
401.93
High
600.00
Current: 426.010
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Historic IPO Plan: SpaceX is set to list on NASDAQ with a valuation of approximately $1.75 trillion, making it the largest IPO in history and instantly positioning it as the largest industrial company in the market, showcasing its leadership in the aerospace sector.
- Revenue Source Analysis: Starlink, as SpaceX's cash cow, generated $11.4 billion in revenue last year, accounting for about 60% of the company's total revenue, indicating its strong competitive position in the satellite internet market.
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