Stock Analyst Boosts Ratings: Tesla, Intel, Bank of America, Palantir, Micron, Lululemon, Microsoft, AIG
New and Revised Article:
Here's the lowdown on the latest shifts in stock rankings by Seeking Alpha analysts:
Tesla (NASDAQ:TSLA). Dhierin Bechai suggests a 'sell to buy' stance. Tesla's future depends on the victories of its Energy Storage business and upcoming robotics and robotaxi endeavors, making it quite the gamble.
Let's break it down:
Tesla's Energy Storage business is knocking it out of the park, with a staggering 10.4 GWh deployed in Q1 2025—a mind-boggling 156% year-over-year surge[3][5]. This blazing growth follows a 180% compound annual growth rate (CAGR) over the past three years, all thanks to the skyrocketing demand for Megapack utility-scale systems and Powerwall residential units[3]. Tesla aims for at least 50% growth in energy storage deployments for 2025, supported by increased Megapack production at its Lathrop, CA factory[3][4]. The energy business raked in a colossal $10.1 billion in revenue in 2024 from 31.4 GWh of deployments[5], putting it in the driver's seat as a reliable revenue booster amid sluggish automobile sales[3].
Now, onto the fun stuff:
- FSD/AI development: Tesla's got autonomous driving on its radar as a long-term growth driver, but the tech's still in its infancy[3].
- Robotaxis: Elon Musk's been keen on this being a future competitive edge, yet there aren't any concrete launch dates or scaled deployments in the latest updates[3].
- Optimus robot: While it pops up in AI discussions, there haven't been any notable operational milestones reported in recent materials[3].
Bechai's 'sell to buy' strategy (apparently, dump Tesla's automotive segment to pump it back into energy/AI) syncs with Tesla's contrasting performance:
- Vehicle deliveries took a nose dive by approximately 15% YoY in Q1 2025[5], with tariffs and Musk's political stances causing turbulence[2][3].
- Tariffs loom large for Energy storage (especially for Megapack components), but its margin toughness and scalable manufacturing offer a sturdy buffer[2][3].
In a nutshell, this approach juxtaposes the energy division's impressive growth momentum against the unpredictable nature of Tesla's robotics and robotaxi projects, which remain in the research-and-development stage without visible monetization strategies.
- The Seeking Alpha analyst Dhierin Bechai suggests a 'sell to buy' strategy for Tesla (TSLA), indicating a plan to sell Tesla's automotive segment and reinvest in the energy and AI sectors.
- Despite Tesla's energy storage business showing impressive growth, with a 10.4 GWh deployment in Q1 2025 marking a 156% year-over-year surge, analysts remain wary given the unpredictable nature of Tesla's robotics and robotaxi projects.
- Analysts are closely watching Tesla's FSD/AI development as a potential long-term growth driver, but the technology is still in its infancy.
- The stock-market valuation of Tesla could be influenced by the performance of its robotaxi endeavors and the Optimus robot, lacking concrete launch dates or scaled deployments as of the latest updates.
