$TSLA - OPPENHEIMER LIFTS TESLA ESTIMATES ON STRONGER DEMAND Oppenheimer says Tesla’s improving product lineup and ongoing cost reductions…
$TSLA - OPPENHEIMER LIFTS TESLA ESTIMATES ON STRONGER DEMAND
Oppenheimer says Tesla’s improving product lineup and ongoing cost reductions are boosting sell-through, leading to higher estimates for vehicle and energy storage sales. The firm also cites stronger EV demand from elevated oil prices and sees upside from AI and storage collaboration. While SPCX speculation may support TSLA shares near term, Oppenheimer argues Tesla’s long-term AI strategy benefits more from diversified, flexible capital access across public markets.
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