Part 3/10:
Ron Baron foresees a $4.5 trillion market cap, assuming approximately 4.5 trillion dollars in market value over ten years. His model expects around 20 million Tesla vehicles delivered annually at an average price of $50,000, with a 30% operating margin.
Gary Black, on the other hand, indicates that Tesla could reach a 7x increase in stock value without factoring in robotaxis, energy, or insurance services. His model assumes 10 million deliveries at an average selling price of $64,000, with 40+% margins.