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GLJ Research raises Tesla stock price target to $25.28 on revised valuation

Ok-Caterpillar9092 | 2026-01-08 01:03 | 250 views

Comments (56)
jpk195 2026-01-08 01:05

LOL.

Ok-Caterpillar9092 2026-01-08 01:06

... realistic

AMCorBUST2021 2026-01-08 01:10

25.26 is all I got

JamieDepp 2026-01-08 01:15

👌

RN_Geo 2026-01-08 01:30

Accurate. In line with PEs of other auto manufacturers. At least someone is saying it.

Wise-Revolution-7161 2026-01-08 01:36

So stupid

meatbag2010 2026-01-08 01:43

I'll give you tree fiddy

DhOnky730 2026-01-08 01:48

this is actually really accurate. I've said that a fair valuation was around $30/share, but that was before tax credits expired. $50/share would be with a VERY generous future growth projection

[deleted] 2026-01-08 01:54

Would still be like $90B market cap and overvalued

TheProfessional9 2026-01-08 01:54

Right? Refreshing to see a realistic price target for it

slowpoke2018 2026-01-08 01:59

Dude. Elmo will have robots driving robot taxis controlled by Grok using the Undress Children and MechahHitler AI models while we're all cruising around in flying roadsters with rocket boosters! Just give him a little longer and the stock will cross $1K, pinkie swear!

Domain_Box337 2026-01-08 02:13

Lmao what are they smoking over their at GLJ. I want some. Bunch of clown.

Syscrush 2026-01-08 02:24

I don't believe any other automaker has a brand as toxic as Tesla's, nor has any other suffered as severe a sales drop in the last year. And that's without accounting for the rampant false advertising, securities fraud, and self-dealing.

Low-Win-6691 2026-01-08 02:36

I fucking love this LOL

soldieroscar 2026-01-08 02:55

I have it more at like 7.50 personally.

EconomicMasterpiece 2026-01-08 03:08

Perhaps Musk can take it all private at $420 per share?

weaz-am-i 2026-01-08 03:16

Unrealistic, they haven't factored in hypes, vibes, shits, and giggles.

admin_default 2026-01-08 03:17

$30 PE seems like a reasonably optimistic bull-case. But Tesla currently sells less than *half* as many cars as Nissan, which has a market cap of about $10B (less than 1% of Tesla). And Tesla sales are in decline, while Nissan’s are growing. $5-10/share would be a reasonable base-case for TSLA if they stay on their current trajectory.

CloseToMyActualName 2026-01-08 04:22

So be fair, I think it more than that ($50? Maybe even $100). They're still the dominant non-Chinese EV manufacturer, and EV's should continue to grow as a sector (though they'd need to dump Elon for that). Traditional manufacturers have been surprisingly slow to catch up on that front. And their energy business is healthy, and they may turn FSD into a source of revenue at some point. But yeah, their current market cap is bonkers.

I_Am_AI_Bot 2026-01-08 05:37

with so much headwind for Tesla's business recently, this research still upgrades the target price. They are a real Tesla bull.

Jaguarmadillo 2026-01-08 06:34

My math has it around $4.20

ShotBandicoot7 2026-01-08 07:22

Lol… but on a serious note, interesting thought. Only question: with which money? His net worth is in TSLA to a good part. Borrow against TSLA stock to buy more TSLA stock. He got a free money glitch.

ShotBandicoot7 2026-01-08 07:23

Time will tell.

torokunai 2026-01-08 08:56

I used to think Gordon didn't get it but now I'm with him LOL. When I was a 100% bull (early 2022 - mid-2024) Craig Irwin was on the bear side like Gordon and I thought he was an idiot. So I was very happy to see Craig flipped to bull in December 2024 right after I sold my last TSLA position in November: https://www.teslarati.com/tesla-tsla-bear-into-bull-craig-irwin-roth-mkm He raised that $380 to $505 like the clown he is: https://www.cantechletter.com/2025/10/tesla-just-won-a-huge-price-target-raise-from-this-analyst/ "Tesla now plans to unveil Optimus V3 in the first quarter of 2026, with production by year-end" pull the other one, it has bells on it

torokunai 2026-01-08 09:00

Nissan is crippled by debt. Tesla has a clean balance sheet. Tesla pockets 100% of its sales price - less cost, while Nissan has to split it 50-50 with its independent dealers. As a car business selling 2M/yr, it's not bad, ~$50/share: 2e6\*5000\*15/3.3e9 = $45.45

weaz-am-i 2026-01-08 10:25

So would you like one share of Tesla or 13 lines of powerball?

weaz-am-i 2026-01-08 10:26

Saudis

Common-Violinist-305 2026-01-08 12:20

at current sales rate trend and profit margin they wont cover OpeX soon.

ascaria 2026-01-08 13:00

Just $1K? Don't you mean $1M?

antaran 2026-01-08 13:17

>Traditional manufacturers have been surprisingly slow to catch up on that front. VW and BMW saw huge gains regarding EV sales, together they already sell almost as much EVs as Tesla. They are already dominating Europe's EV market. VW saw a +50% growth in worlwide sales in 2025 while Tesla is falling. VW is currently #5 in global EV sales. In ~2 years VW will overtake Tesla with the current trajectory and become the largest non-Chinese EV maker. VW's PE ratio is just 6.57, lol.

ChickenHugging 2026-01-08 13:23

Biggest meme stock ever

slowpoke2018 2026-01-08 14:02

I mean given all the above guarantees from Elmo, it could be $1B a share! Elmo and TSLA to MARS!

neonmantis 2026-01-08 15:19

Why put a limit on it when he has banged on about quasi infinite demand multiple times?

neonmantis 2026-01-08 15:25

Shame they've turned back on that Line city nonsense. They might have managed to bankrupt a hyper rich petro state doing it.

CloseToMyActualName 2026-01-08 16:28

Hey, I hate Tesla as much as the next non-Nazi, but the point of the sub is supposed to be a realistic view of Tesla. The Musk penalty is real, but lets be honest, even if they don't dump him at some point the general public tunes him out or he learns to shut up and the Nazi penalty declines a bit. The real thing that concerns me? I have a Rav4 Prime, that's basically the standard for traditional car manufacturers, and the infotainment system + app is absolute shit. The information available is anemic, the remote climate start fails for unexplained reasons and doesn't provide feedback when running. It doesn't even automatically do DST! I'm not joking when I say you could put me or any other competent developer in charge and in 2 months you'd have a significantly improved system. Now, the infotainment system is relatively simple, but it's huge impact when it comes to customer experience, it literally pisses me off every time I try to remove start my car. And it says something important about the company that is Toyota that they're fumbling something so easy so badly. For whatever reason, Tesla doesn't seem to have those issues, their customers seem to be quite happy with the flow of updates and features, and that's why I'm skeptical that traditional non-Chinese car companies are going to catch them in vehicle experience any time soon.

BringBackUsenet 2026-01-08 19:00

At least someone is being realistic, though with their bleak outlook for the future I'd say $3-5 is more appropriate.

Saint_Poolan 2026-01-08 19:05

I've installed a cheap Chinese remote starter from amazon on my beat up 20yo sedan & it works from a huge distance & going strong for many years now (Better than keys during wind chills). Have you tried Amazon? It was like 50 bucks back then.

torokunai 2026-01-08 19:42

Yeah as a 2023 MY owner and Mac user since the 80s, the Tesla tablet UX is pretty much identical to what Apple would have done if it made its own BEV, perhaps better if we take CarPlay as a basis

CloseToMyActualName 2026-01-08 19:46

Don't want to muck with weird starters at this point. I just want my OEM app to not be stupid.

weaz-am-i 2026-01-08 22:19

They're hardly bankrupt, just slowly becoming cash poor since the oil prices are dropping and they're malimg bad calls on these stipid projects. They're already deep in tesla, spacex, and probably the majority of the SPX.

neonmantis 2026-01-09 00:17

I wasn't remotely suggesting they are anything close to bankrupt. They are rich as fuck. What I was saying that the cost of building a 180km straight line city as tall as the empire state building is so hideously expensive that if they'd had done it they might have done. They spunked 50bn on foundations but the projected cost of it in reality is now at 10 trillion which is why they've had to pull back from it.

Icy-person666 2026-01-09 02:14

Long as you don't check the books you're good.

Weikoko 2026-01-09 03:31

Bro is a math professor.

Ok-Difficulty7544 2026-01-09 04:30

I have a BMW EV and I love the UI of iDrive 8.5 but iDrive X which is out with the next generation of vehicles is better. You have panoramic vision across the lower windshield where you select widgets from the UI, with the ones in front of the driver having a speedometer, battery temp, and things like that. The passenger can display weather, music, etc. Plus there is an augmented reality head up display, AI powered voice assistant, stop & go city driving, stops on red, goes on green, highway assist that is hands free up to 85mph, over 400 miles of range, adds 200 miles of range in 10 minutes, and has the best braking regen out there, surpassing Xiaomi SU7 where you can’t even feel the car stop.

ShotBandicoot7 2026-01-09 06:53

So why would they go and risk to lose their entire TSLA money? Even Saudis must realize that such a venture is more risky than oil futures or whatever other highly speculative vision.

Remote_Actuator6163 2026-01-09 15:33

So many stupid estimates by short sellers would be my guess. 450 is realistic.

[deleted] 2026-01-09 15:49

\> GLJ Research raises Tesla stock price target CALLS CALLS CALLS! \[Ignore the rest of the sentence\]

[deleted] 2026-01-09 15:59

It also just logistically sounds like a bad idea. You generally want to minimize travel time between different spots, not maximize it. Which means building a typical city in a circular shape, not a single long line. Line city, max travel distance between points is... 180km. Average distance is about 60 km. For the same building area, even allowing very generous 100m between buildings (7th avenue NYC is mostly about 30m), you'd be looking at about a 7.5 km x 7.5 km square city, with a max travel distance between points of 15 km. Average distance is about 4 km. More than 10x less than the crazy line idea. Square city, same floorplan, people can pretty much exclusively get around by walking and biking with effectively zero issues. Line city, they need expensive powered transit to get around.

erik9 2026-01-14 02:47

Which model/year do you have ?

Ok-Difficulty7544 2026-01-14 03:20

I have a 2024 i5 M60 which is the 5th generation BMW EV. The 6th generation which I posted about is starting deliveries in Europe now. I’m looking forward to the quad motor M3 where you can decouple the front motors for RWD fun.

erik9 2026-01-14 03:29

Cool. I’m considering a 2024 i4 M50. I can’t justify $70k for a new one.

Affectionate_Date261 2026-02-10 16:50

It says something that you drive a 20 year old sedan. And we're supposed to listen to you about investment information? Give me a break

Affectionate_Date261 2026-02-10 16:50

If you all truly believe this. Why are you not shorting it. And if you say you are please post evidence of this

Affectionate_Date261 2026-02-10 16:55

It is so hilarious to read these posts. Your infantile, "I hate Elon Musk because he supports Trump, so Tesla sucks" perspective has made you miss out on one of the greatest Investments of this generation. But go ahead and whine about it instead of being realistic about what's happening around you I, and most successful investors, will continue investments without such immature emotional decisions

Saint_Poolan 2026-02-11 04:20

When did I give investment info? I wish people had average IQ but too brain dead to even understand what's going on. Let me guess Murican education? 40 IQ? Really really bad in logic & reasoning skills?

linuxotaku 2026-02-17 23:49

The market will stay irrational longer than I'll stay solvent.

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