저자: DanIves · 외국인
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테슬라 주가는 최근 상승세이며, Dan Ives는 테슬라의 충전 인프라 개방이 AWS처럼 새로운 수익원이 될 것이라며 강세 견해를 밝힘. 핵심 주장: GM·Ford 전기차 소유자가 2024년부터 테슬라 슈퍼차저(약 12,000기)를 이용하게 되며, 2025년부터는 어댑터 없이 직접 접근 가능해짐. 이를 통해 연간 약 30억~40억 달러의 새로운 매출이 발생할 것으로 전망. 목표가: 테슬라 목표가를 215달러에서 300달러로 상향 조정(영상 기준 주가는 약 260.54달러). 다만 이후 마진 약화를 반영해 225달러에서 215달러로 낮춘 이력도 언급됨. 수익 구조: 배터리, 슈퍼차저, 스토리지 등 인프라·기술 판매가 본격화되는 초기 단계라고 평가. Ives는 테슬라를 '성을 지은 기업'에 비유하며 타 완성차 업체의 참여를 기대. 타 기관 전망: Piper Sandler는 2030년까지 비테슬라 소유자 충전 매출 30억 달러 이상, 2032년 54억 달러 전망. Goldman Sachs는 연간 10억~30억 달러의 추가 매출 가능성 제시. 언급 종목: 테슬라(강세), GM·Ford(파트너사로 긍정 평가). 리스크: 가격 인하로 인한 마진 축소가 주가에 하방 압력이 될 수 있으며, 향후 분기 실적 발표에서 마진 관리가 중요하다고 강조. 일부 고객이 테슬라 대신 GM·Ford 전기차를 선택할 가능성도 존재. 출연자 전망: Ives는 테슬라 전반의 궤적에 긍정적이며, 단기 마진 약세는 인지하지만 장기적으로 서비스 수익 확대를 기대.
다듬은 글
let's talk some stocks we do have some news in Tesla as the shares have been moving higher they've been ripping here the last uh about four or five days Renita kind of carrying the torch of some of the AI stuff fizzled out Tesla's got his groove back it does and it came through charging networks so today or actually last night I saw this news come through as I was leaving The Newsroom that Tesla is opening up its charging Network to GM vehicles now GM EVs and that makes 12 000 Tesla superchargers available to GM EV drivers in North America that'll begin in 2024 and beginning in 2025 GM EVS will be built to gain direct access to Tesla superchargers without an adapter for the past month Tesla stock price has been on a bullish Trend sitting at 260.54 dollars as of recording investors and analysts alike can't help with getting about how long this trend can possibly go one particular analyst Dan Ives has shared his thoughts on Tesla's future and what it means for us investors welcome to Prima invest so you know two-thirds of the world is covered by water and the rest is covered by you Dan Ives it's a lot of stocks in your universe that you cover but Tesla's certainly right up there what is it about this stock right now in the company that is giving you uh so much bullishness yeah I think what's happened it's really it's just some of the parts I'd almost call an AWS moment uh almost an apple Services moment for a Tesla because what's starting to happen now is that the 313 area code after years of resisting they recognize they need passion I think when you look at the supercharger perspective from a revenue perspective you go out 2025 GM Ford they get 15 share you're looking now an incremental three billion 4 billion a year of Revenue that was not there and I think what's starting to happen right now for Tesla from batteries to supercharger to storage some of the parts thesis is now starting I believe in the early stages to play out with invest that's really what's starting to happen now with the stock in my opinion General Motors and Ford made an exciting announcement stating that beginning next year individuals who own electric vehicles from these companies will have the ability to utilize Tesla supercharging stations this news has caught the attention of Dan Ives a security Analyst at red bush Ives believes that there is a significant development taking place leading him to increase his price target for Tesla from 215 dollars to three hundred dollars He suggests that these recent collaborations present a substantial opportunity for Tesla to generate Revenue Ives further predicts that Tesla is only in the early stages of capitalizing on selling access to its infrastructure and Technologies drawing a parallel to the significant success Amazon web services AWS has achieved in a similar Endeavor Amazon web services or AWS initially began as an internal cloud computing platform that Amazon created for its own needs it was a risky Venture at the time but it eventually transformed into a massive success selling access to the infrastructure they had built proved to be a brilliant business decision for Amazon surpassing expectations and significantly increasing the wealth of its CEO Jeff Bezos presently Tesla finds itself in a similar position the company has developed its own infrastructure and technology for its electric vehicles but is now extending the opportunity for traditional automakers to utilize this infrastructure as well in an interview with CNBC Dan Ives expressed his belief that the recent collaboration between Tesla and other automakers is just the beginning for the electric car manufacturer he suggested that Tesla's initial focus on supercharging stations could potentially lead to advancements in Battery Technology Ives metaphorically described Tesla as having built a castle and now eagerly awaiting other companies to join in Ford Co Jim Farley and gmco Mary Barra have answered that call by partnering with Tesla regarding the impact of supercharger access on the sales of GM and Ford electric vehicles Ives pointed out that Tesla CEO Elon Musk has emphasized the importance of their success for The Wider adoption of electric vehicles in the United States musk expressed his willingness to support other car companies stating that Tesla aims to be as helpful as possible he mentioned that Tesla is enabling these companies to utilize their supercharger Network and even offered to license their full self-driving or FSD technology or other Tesla Technologies to them Iams has expressed concerns about Tesla's declining margins particularly following the price reductions earlier this year the wedbbush analyst reduced his price target for Tesla by seven dollars due to the company's diminishing earnings and margins despite maintaining a positive outlook on Tesla's overall trajectory Ives acknowledged that the weakening operating margins were causing unease among investors any communication to clients he highlighted that while Tesla demonstrated a mix of results with strong demand indicators the main concern was the impact of lower margins which would exert downward pressure on the stock Ives emphasized the need for careful management of the margin compression and price reduction narrative in the upcoming quarters as they could potentially overshadow the company's positive prospects woodbush has expressed confidence in Tesla's ability to achieve its delivery Target of 1.8 million Vehicles they referred to a previous conference call where Tesla CEO Elon Musk discussed the company's annual goal this comment from us was viewed as a positive amidst uncertain market conditions despite maintaining an optimistic Outlook and reading the stock as outperform the wedbush analyst adjusted their price Target from 225 dollars to 215 dollars this adjustment accounts for the expectation of continued margin weakness in the near term particularly over the next few quarters Tesla's revenue and profit margins are poised to become highly appealing as a result of these recent collaborations Ives predicts that the Partnerships with Ford NGM in the charging space could potentially generate billions of dollars in revenue for Tesla in the coming years he believes that this is just the beginning for Tesla in terms of capitalizing on service Revenue Ives describes Ford and GM as early Pioneers or ambassadors for Tesla strategy of granting access to its technology according to him whether it's batteries superchargers or Storage Solutions the overall value proposition of Tesla's offerings is now starting to gain traction among investors Dan Ives is not the only analyst who sees the positive potential in these Partnerships Piper Sandler for example projected in a research note that Tesla could accumulate over 3 billion dollars in charging revenue from non-tesla owners by 2030 and 5.4 billion dollars by 2032.
this additional Revenue combined with Federal incentives will a Tesla and expanding its charging Network likewise Goldman Sachs analysts estimated last year that opening up Tesla's charging Network to competitors could generate an extra annual revenue ranging from one to three billion dollars wedbush also states that Tesla's agreement with GM as well as a similar deal with Ford has the potential to bring in an additional three billion dollars in Revenue within the upcoming year while these collaborations May attract some customers who would have otherwise chosen Tesla to opt for a Ford or GM electric vehicle the advantages for Tesla far outweigh any potential drawbacks it's important to note that these Partnerships not only present significant opportunities for Tesla but also demonstrate a strategic move by GM to achieve their objective of expanding charging capabilities for their drivers by granting them access to Tesla's extensive network of 134 000 charging stations this partnership is sure to change the EV Market forever not only will it cement both companies on top of the AV industry but this will also be beneficial for their customers as well o
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