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By opening its supercharger network to GM and potentially other automakers, Tesla is not just expanding its infrastructure footprint; it is creating a huge revenue stream that is largely untapped. Experts estimate that in the coming five years, supercharging could add up to $3 per share to Tesla’s earnings solely from station profits. Considering Tesla’s current earnings per share (EPS) of approximately $3.62, this could effectively double the stock’s valuation.
This strategy turns Tesla's charging stations into a significant revenue source, funding its already substantial ecosystem expansion and giving Tesla a competitive edge. As the network expands geographically and in capacity, the incremental revenue possibilities grow exponentially.