Tesla (NASDAQ:TSLA) is a story that has always hinged on being much more than an automaker, and this narrative is only set to grow stronger over time.
These days, the EV leader has other priorities – something Oppenheimer analyst Colin Rusch believes the company will emphasize during its upcoming Q4 earnings call, scheduled for this Wednesday (Jan 29).
“We anticipate TSLA to continue focusing resources and its narrative on Physical AI technology leadership while further moderating vehicle sales growth expectations in 2025 under the guise of preparation for Model 2 and autonomous vehicle introduction,” notes Rusch who ranks amongst the top 1% of Wall Street stock pros.
The 5-star analyst’s projections for 2025 include 9% unit growth, rising to 12% in 2026. However, these estimates carry potential downside risk if the Model 2 captures market share from lower-end Model 3 configurations. Rusch also expects the company…
