Stifel analysts stated, "We believe Tesla is very well positioned to deliver robust multi-year growth in 2025-27+. In the near term, the revamped Model 3 and upcoming Model Y refresh should bolster sales, followed by the commencement of a lower-priced vehicle (Model 2) production that likely garners very strong demand." This suggests strong confidence in Tesla's future product pipeline and sales strategies.
In discussing Tesla's Full Self-Driving (FSD) technology, they remarked, "We also believe Tesla's AI-based Full Self-Driving initiative has the potential to generate significant value through both sales of FSD, possible licensing agreements, and being the backbone of future models designed for autonomous driving like the Cybercab and the Robovan." This underscores the strategic significance of FSD for Tesla's growth.
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