Charts
Articles
FP: Tesla Energy, Brookfield and Dacra Announce Large-Scale Sustainable Neighborhood in Austin, Texas (July 9, 2021)
ARS: Tesla has great quarter, delivers more than 200,000 EVs (July 2, 2021)
HBR: How Tesla’s Charging Stations Left Other Manufacturers in the Dust (2021)
ARK: Big Ideas 2021 (Jan 2021)
HBR: The Difference Between a First Mover and a Category Creator (2019)
HBR: Elon Musk’s Patent Decision Reflects Three Strategic Truths (2014)
HBR: The Fight Over Tesla Shows How Little Value Dealerships Add (2014)
Analyst Notes
Goldman Sachs Raises Estimates on Tesla - Reiterated Buy $860 TP
Risk Reward Update - Adam Jonas, Morgan Stanley - Reiterated Overweight and $450/$900/$1262 TP - July 6, 2021 - Related: China EV & Battery, China Ride Hailing, Calm Before Capacity Expansion, Tesla India
Tesla Delivery Growth Acceleration Continues - Gene Munster, Loop Ventures - July 2, 2021
Tesla Charges Ahead - Seth Goldstein, Morningstar - Upgraded to Hold $550 (from Sell $354) - July 2, 2021
No fireworks for Tesla Q2'21, but good enough for the street - Bank of America - Neutral $700 TP - July 2, 2021
The Definitive Guide to Investing in Tesla, 1st Edition (PDF) - Alex Potter, Piper Sandler - Overweight $1200 TP (from Neutral $515) Jan 30, 2021