Tesla: Wedbush adds to ’Best Ideas List’, reaffirms bullish outlook

Published 07/03/2025, 06:20
© Reuters

Investing.com-- Analysts at Wedbush Securities have added Tesla Inc (NASDAQ:TSLA) to their "Best Ideas List", citing expectations for a major innovation cycle ahead.

Wedbush maintained an “Outperform” rating and a $550 price target on Tesla.

Despite recent volatility in Tesla shares and concerns over CEO Elon Musk’s distractions, analysts at Wedbush believe the company is on the cusp of significant technological advancements.

The brokerage anticipates the launch of a sub-$35,000 electric vehicle by mid-year, saying it could reignite demand and push Tesla toward a two million annual delivery run rate.

Wedbush also highlighted the upcoming rollout of unsupervised Full Self-Driving (FSD) technology in June, a development it values at $1 trillion in a sum-of-the-parts analysis.

Analysts expect Tesla to dominate the autonomous vehicle sector, predicting other automakers will adopt its FSD technology in the coming years.

Wedbush reaffirmed that Tesla’s autonomous and AI-driven initiatives, including its Optimus robot program, could eventually contribute 90% of the company’s valuation, potentially pushing its market capitalization beyond $2 trillion.

Despite market concerns over Musk’s association with the Department of Government Efficiency (DOGE) and political controversies, Wedbush estimates that less than 5% of Tesla’s global sales are at risk.

"We continue to believe the best thing that ever happened to Musk and Tesla was Trump in the White House as this will create a deregulatory environment with a federal autonomous roadmap central to the Tesla golden strategic vision," Wedbush analysts wrote.

 

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