From:Internet Info Agency 2026-05-12 10:19:16
Wall Street investment bank Piper Sandler analyst Alexander Potter has released a new valuation model that breaks down Tesla's business into 17 product lines. According to the model, Tesla’s core businesses—including electric vehicles, energy storage systems, Full Self-Driving (FSD) software, in-house insurance, the Supercharger network, and a standalone autonomous ride-hailing service—are collectively valued at approximately $400 to $420 per share. As of May 12, Tesla’s stock closed at $445, up 3.91% for the day. Potter noted that if the stock were trading around $400, investors would effectively receive the value of Tesla’s Optimus humanoid robot business for free. Piper Sandler maintains an “Overweight” rating on Tesla with a $500 price target, implying that the Optimus segment contributes roughly $100 per share to the valuation—a figure the firm considers potentially conservative.

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