Part 8/10:
Institutional analysts, including Kather Fitzgerald, maintain an optimistic outlook on Tesla, citing its robust market performance and adaptability. Tesla’s vertical integration appears to provide substantial resilience against tariff impacts. Even with a market cap around $770 billion and a high PE ratio, the company's strategic focus positions it favorably among competitors plagued by higher operational vulnerabilities.
As discussions on trade linger, two scenarios have emerged: a potential increase in tariffs, dampening global trade, or a more liberal trade environment emerging from successful negotiations. In either case, Tesla's operational advantages position it favorably, with the potential to outpace rivals like Ford and GM.