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Battery of Optimism: Analysts Bet on Tesla’s Margin Recovery

Goldman Sachs raised Tesla’s price target to $325, citing cost gains, stronger demand, and stable margins across EV and energy units.

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Mene K

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Battery of Optimism: Analysts Bet on Tesla’s Margin Recovery

Goldman Sachs has raised its 12-month price target for Tesla to $325 per share, citing improving production efficiency and stronger demand for the Model Y and Cybertruck.

The bank’s analysts said cost optimization in Tesla’s gigafactories and new battery supply chains could stabilize margins even amid global EV competition. While macroeconomic risks persist, the brokerage maintains a “Buy” rating, emphasizing Tesla’s leadership in autonomous software and energy storage.

Market reaction was modest, yet analysts note that even tempered optimism for Tesla often signals confidence in the broader clean-tech sector.

Sources

Goldman Sachs Research Note, Bloomberg, Reuters, MarketWatch

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