Tesla Faces Near-Term Hurdles, But Long-Term Growth Story Intact
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Tesla facing short-term headwinds like supply chain issues, lower demand, and quality problems with Cybertruck, but market underestimating long-term potential.
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Growth opportunities in energy storage, charging network, and full self-driving software could drive over $360B in gross profit by 2030.
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With revenue diversifying away from autos, gross margins likely to expand significantly in coming years.
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Conservative 2030 valuation based on gross profit forecasts yields price target over $775 per share.
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Recent stock weakness an opportunity to buy a dominant clean energy/technology company with strong growth runway.