Goldman Sachs has revised Tesla's 12 - month target price upwards, elevating it from $300 to $395 while keeping a 'Neutral' rating intact. There's potential for a further hike in the target price if Tesla manages to capture a substantial market share in areas like humanoid robots and autonomous driving. On the flip side, should competition eat into profitability, as is currently happening in China's ADAS (Advanced Driver Assistance Systems) market, or if Tesla falters in its execution, a downward adjustment of the target price may ensue.

Goldman Sachs has also updated its earnings - per - share projections for Tesla for the period spanning 2025 to 2027. The new estimates stand at $1.15, $1.95, and $3 respectively, up from the previous figures of $1.08, $1.85, and $2.9. This recalibration is mainly rooted in the anticipated rise in vehicle deliveries expected in 2025, along with the expected enhancements in energy - related revenue and profits for 2026 and 2027.