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The Logic Behind Tesla's Valuation is Undergoing a Transformation: Emphasis Shifting to Autonomous Driving and Robotics, with a Diminishing Contribution from the Automotive Sector
2025-12-19 /
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Author：小编
Jed Dorsheimer, a highly regarded five-star analyst at William Blair, has pointed out that the portion of Tesla's stock price attributable to its traditional automotive business stands at a mere $30 to $40 per share. This observation underscores a notable shift in how the market perceives and values Tesla's stock. Despite the fact that the electric vehicle (EV) division continues to be the primary revenue generator for Tesla in the third quarter, contributing over 75% of its total earnings, Dorsheimer posits that investors are increasingly viewing Tesla through the lens of an artificial intelligence (AI) and robotics technology firm.
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