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AI model estimates for
Tesla Inc. vs spot price

2026-07-10🇺🇸 S&Ptechnology
406.55 USD
previous close — not live
52-Week Range
$297.82
$498.83

As of 2026-07-10, 5 AI models estimate TSLA median target $246.24 (-39.4% vs spot $406.55, model agreement 1.00). Analyst consensus $424.56 (40 analysts). Experimental comparison — not investment advice.

AI Consensus

Model estimate
$246.24
Incl. 30% analyst anchoring
Gap
-39.4%
Agreement
1.005/5 models
Raw 1.00cap-induced
Dispersion
σ 0.0%
Analyst consensus
$424.56(40 analysts)
AI Summary
5 of 5 AI models are negative on TSLA. Key concern: Intensifying competition in the electric vehicle market from established auto... AI consensus estimate 246.24 39.4% below the current price. Model agreement is high (1.00). Analyst consensus: 424.56 (AI -42.0%).
gptclaudegeminideepseekgrokTSLATesla Inc.406.6spot424.6analysts225269313358402446
Bear Case (min)
$169.82
-58.2%
Base Case (median)
$246.24
-39.4%
Bull Case (max)
$169.82
-58.2%
Bear/Bull: pure model range · Base incl. 30% analyst anchoring

Estimate History AI model estimates and spot price over time

Loading...

What Changed Today

Consensus Est.:245.93246.24(+0.1%)
CAGR
-1.0pp(1 ↓)
no-changestable-assumptionsrobotaxi-miami-launch-noted

What Changed (7 days)

Between 2026-07-03 and 2026-07-10, the 5-model AI consensus estimate for TSLA moved from $244.27 to $246.24 (+0.8%); median WACC 11.5% → 11.0% (-0.50 pp); median terminal growth 2.0% → 2.0% (+0.00 pp); model dispersion σ 0.0% → 0.0%. Experimental model estimates — not investment advice.

Metric7d ago (2026-07-03)Now (2026-07-10)Change
AI consensus estimate$244.27$246.24+0.8%
Median WACC11.50%11.00%-0.50 pp
Median terminal growth2.00%2.00%+0.00 pp
Median revenue CAGR (5y)9.0%10.0%+1.00 pp
Median EBIT margin target12.0%12.0%+0.00 pp
Model dispersion σ0.0%0.0%-0.00 pp

Model Breakdown

CLAUDE ADJ
Est.
246.24
Gap
-39.4%
Conf
0.65
DCF 169.82Cal. 246.24
Key Drivers
  • Analyst consensus projects 15.8% revenue growth over the next 12 months, anch…
  • Miami Robotaxi launch (noted in headlines, July 2026) marks a tangible step t…
  • Energy Generation and Storage segment represents a structurally higher-growth…
Top Risk
  • Trailing EBIT margin of only 5.0% reflects intense EV price competition, rising costs, …
  • Valuation remains extremely stretched: trailing P/E of 395x, EV/EBITDA of 135x, and P/B…
  • Revenue declined from $96.8B (2023) to $94.8B (2025), indicating near-term demand chall…
Delta
Assumptions are unchanged from yesterday's model. Revenue CAGR, EBIT margin target, WACC, and terminal growth remain …
No change
no-changestable-assumptionsrobotaxi-miami-launch-noted
DEEPSEEK ADJ
Est.
246.24
Gap
-39.4%
Conf
0.70
DCF 169.82Cal. 246.24
Key Drivers
  • Automotive volume growth from Cybertruck ramp and next-generation vehicle pla…
  • Energy Generation & Storage segment scaling rapidly, providing revenue divers…
  • Ongoing cost reduction and manufacturing efficiency improvements to expand EB…
Top Risk
  • Intense competition from legacy OEMs and new entrants pressuring pricing and market share
  • Macroeconomic headwinds and potential demand slowdown in key markets (US, China, EU)
  • High capital expenditure requirements for capacity expansion, new models, and technolog…
Delta
No material changes from previous model; recent news reinforces growth narrative but no fundamental shifts in assumpt…
No previous data
no change
GEMINI ADJ
Est.
246.24
Gap
-39.4%
Conf
0.75
DCF 169.82Cal. 246.24
Key Drivers
  • Continued global adoption of electric vehicles and expansion into new markets…
  • Growth in energy generation and storage solutions, leveraging advanced batter…
  • Development and monetization of autonomous driving technology and software se…
Top Risk
  • Intensifying competition in the electric vehicle market from established automakers and…
  • Regulatory hurdles and public acceptance challenges for autonomous driving technology d…
  • Volatility in raw material costs and potential supply chain disruptions for batteries a…
Delta
Revenue CAGR for the next 5 years has been slightly adjusted downwards to reflect a more balanced view between recent…
CAGR
-1.0pp
revenue cagr 5y adjusted
GPT ADJ
Est.
246.24
Gap
-39.4%
Conf
0.70
DCF 169.82Cal. 246.24
Key Drivers
  • Growing demand for electric vehicles
  • Expansion into energy generation and storage markets
  • Investment in autonomous driving technology
Top Risk
  • Increased competition in the electric vehicle sector
  • Volatility in material costs
  • Regulatory changes impacting EV incentives
Delta
Valuation assumptions remain stable with a focus on continued growth in electric vehicles and related technologies.
No change
valuationassumptions
GROK ADJ
Est.
246.24
Gap
-39.4%
Conf
0.55
DCF 169.82Cal. 246.24
Key Drivers
  • Historical revenue CAGR 5.2% (2022-2025) provides baseline; 1y analyst est 15…
  • Trailing EBIT margin 5.0% with EBITDA margin 11.3%; target assumes scale effi…
  • Net cash position (net debt/EBITDA -2.6) supports reinvestment without levera…
Top Risk
  • Revenue growth decelerating in recent years with 2025 revenue below 2024 peak
  • Low current ROE 4.7% signals limited near-term capital efficiency
  • High valuation multiples (trailing P/E 383.2, EV/EBITDA 130.8) leave little margin for …
Delta
No material change in assumptions; same inputs carried forward from prior day.
No previous data
no change

Valuation Assumptions

CLAUDEDEEPSEEKGEMINIGPTGROK
Revenue CAGR 5Y15.0%10.0%12.0%
-1.0pp
10.0%8.0%
EBIT Margin Target12.0%10.0%15.0%13.0%12.0%
WACC13.5%11.0%11.0%10.5%11.0%
Terminal Growth3.0%2.0%2.0%2.0%2.0%

Fundamentals

EBIT Margin5.0%
EBITDA Margin11.3%
ROE4.7%
Net Debt / EBITDA-2.6x
P/E Trailing395.4x
EV / EBITDA135.0x
P/B18.6x
Analyst Range125.00600.00
Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally. The company operates in two segments, Automotive; and Energy Generation and Storage. The company offers electric vehicles, as well as sells automotive regulatory credits; and non-warranty maintenance services and collision, automotive insurance services, as well as part sales and retail merchandise sale. It also provides sedans and sport utility vehicles through direct and used vehicle sales, a network of Tesla Superchargers, and in-app upgrades; purchase financing and leasing services; services for electric vehicles through its company-owned service locations and Tesla mobile service technicians; and vehicle limited warranties and extended service plans. In addition, the company engages in the design, manufacture, installation, sale, and leasing of solar energy generation and energy storage products, and related services to residential, commercial, and industrial customers and utilities through its website, stores, and galleries, as well as through a network of channel partners. Further, it provides services a
Source: Yahoo Finance

Recent News

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