Part 9/10:
One of the key themes is Tesla’s ongoing transition to a more software-centric revenue model. Moving away from manufacturing focus, the company aims to capitalize on AI, autonomous driving, and energy services—areas that could command higher multiples and reshape the company’s valuation.
The analysts and executives believe that the market has begun to recognize and price in these strategic shifts. The rising consensus among analysts reflects growing confidence that Tesla’s innovation pipeline and upcoming product releases—like Cybertruck and the CyberCab—will continue to drive growth.