Is Tesla 'Blackberry Of EV Industry?' Why Analyst Sees Its Valuation At Risk of Collapse
Portfolio Pulse from Shanthi Rexaline
GLJ Research analyst Gordon Johnson warns that Tesla's valuation could collapse as competition intensifies, comparing it to the fate of Blackberry. Johnson has a Sell rating on the stock and a $24.33 price target. He notes that Tesla's recent stock surge has come despite bad news and may be due to the Treasury's liquidity injection into equity markets.

June 01, 2023 | 12:22 pm
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Tesla's valuation could collapse as competition intensifies, according to GLJ Research analyst Gordon Johnson. He has a Sell rating on the stock and a $24.33 price target.
The analyst's comparison of Tesla to Blackberry suggests that Tesla may face a similar fate as competition in the EV industry grows. The Sell rating and low price target indicate a bearish outlook on the stock. The recent stock surge despite bad news may be due to external factors like the Treasury's liquidity injection, which could be temporary, leading to a potential downward trend.
CONFIDENCE 75
IMPORTANCE 80
RELEVANCE 100