JP Morgan Price target-what a joke

[HaulingAss]

I think they will execute.

So does JP Morgan. Not their retail analyst, the people in the investment arm that JPM entrusts to invest $18 billion in Tesla.

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[BeFamousVideo]

They just raised their target from $115 to $150.

Must be a typo.

 

[Canvasback13]

Elon is not a fan of JP Morgan (who was one of the parties involved in taking Tesla public in 2010 and later sued Elon/Tesla for his "going private" tweet, claiming it damaged the value of their warrants). They settled out of court.

Here's the odd thing: There is supposedly a firewall between the investment arms and the retail arms (where analysts ratings come from) of all brokerages. So while JP Morgan became one of the largest institutional TSLA shareholders by Q1 2025, their stock analysts (who provide guidance to their retail investors) can make other recommendations.



Common sense says you should look at what they actually do with billions of dollars, not what they tell their retail investors to do.

In Q2 2025 JP Morgan increased their investment in TSLA:

• Shares: 46,015,610
• Value: ~$15.68 billion
• Change from previous quarter: +16.74%

Portfolio managers and analysts often have different opinions. PMs are managing against an index. TSLA is about 3% of the Russell 1000 growth. It is a risk for large growth manager not to own the stock if performs well. I wouldn't read anything into the differing view of PMs and analyst's. PMs are judged on their relative performance and risk adjusted returns.

 

[HaulingAss]

Portfolio managers and analysts often have different opinions.

That was my point.

PMs are managing against an index. TSLA is about 3% of the Russell 1000 growth. It is a risk for large growth manager not to own the stock if performs well. I wouldn't read anything into the differing view of PMs and analyst's. PMs are judged on their relative performance and risk adjusted returns.

Fair enough. The fact is, it's all just a guessing game and no two people will parse the situation the same.

 

[hemiarch]

I hate to parrot Elon and Kathy Woods because that’s a an easy way to make your point in this particular crowd and feels like cheating, but Optimus really does have the potential to become the best selling product of all time.
It’s a technological Swiss army knife that can be applied in thousands of ways and industries.

 

[That Beast Mode]

Not that I am aware of. I pay enough taxes. Our governor likes running wealthy people and businesses out of our state.

I'm in NJ - Our state motto on taxes is - Hold my beer.

 

[That Beast Mode]

Elon is not a fan of JP Morgan (who was one of the parties involved in taking Tesla public in 2010 and later sued Elon/Tesla for his "going private" tweet, claiming it damaged the value of their warrants). They settled out of court.

Here's the odd thing: There is supposedly a firewall between the investment arms and the retail arms (where analysts ratings come from) of all brokerages. So while JP Morgan became one of the largest institutional TSLA shareholders by Q1 2025, their stock analysts (who provide guidance to their retail investors) can make other recommendations.

Common sense says you should look at what they actually do with billions of dollars, not what they tell their retail investors to do.

In Q2 2025 JP Morgan increased their investment in TSLA:

• Shares: 46,015,610
• Value: ~$15.68 billion
• Change from previous quarter: +16.74%

I completely agree, when the JP guys go on tv shouting fire - sell, sell.. That is when you load up.

 

[jimbobb23]

So, there is still hope that I can buy more at $ 150???

If it got down to $150 I would be buying alot. Have a friend that went big at around there. He seems to be very happy with his finances.

 

[jimbobb23]

TSLA is trading very rich..200X 2026 earnings. That’s richer than NVDA who trades at 42x 2026 earnings. To justify this multiple you have to believe they will monetize cyber taxis, commercialize robots to the public, license software to other autos, and apply their skill set to other industries like manufacturing and defense. Tesla Aviation could become a serious player in drone technology.

I think they will execute.

This is important to know. Based on current profits Tesla is a meme stock at the current valuation. They have a lot of potential growth but alot of head winds and competition. Elon needs to stay very focused to get it done.

 

[HaulingAss]

This is important to know. Based on current profits Tesla is a meme stock at the current valuation. They have a lot of potential growth but alot of head winds and competition. Elon needs to stay very focused to get it done.

I don't think you know what "meme stock" really means. But I've seen a lot of people making the same mistake, so maybe you are just latching on to their characterization, thinking those people know what they are talking about. Hint: they don't.

Without getting into a deep dive of the history and meaning of the phrase, one key requirement to be a meme stock is that retail investors on Internet forums create a frenzy of buying activity which pushes the valuations far beyond anything that could be justified by the actual business prospects. A meme stock is a junk stock that is pumped on places like Reddit, and that individual investors with some capital to play with pump into the stock, hoping to sell for more if the buying frenzy continues.

TSLA doesn't fit that mold because the valuation is primarily determined by big institutional investors (since they are the largest holders of the shares, even at current prices). The valuation of Tesla is supported by big brokerages like Wedbush Morgan's Dan Ives (and plenty of other serious analysts) by modelling it's actual earnings prospects, not a frenzy of buying by retail investors on Reddit without concern for whether future revenue can support the valuation. A meme stock is a kind of joke stock.

Tesla is a very large multi-national corporation with massive engineering and manufacturing expertise and many irons deep in the fire, from AI computing, humanoid robots, robotaxis, electric heavy truck manufacturing (that will likely become autonomous in the foreseeable future), fast growing grid-scale energy storage systems with growing and enviable margins, their leading Autobidder software (that is very profitable for those in the wholesale energy markets), all of these businesses have incredible profit and growth potential that actually has a high likelihood of happening. TSLA is far from a meme stock, that's just what the Tesla haters call it. Don't mimic the Tesla haters, they are tools.

 

[HaulingAss]

If it got down to $150 I would be buying alot. Have a friend that went big at around there. He seems to be very happy with his finances.

The last time TSLA touched $150 was a year and a half ago and it was such a screaming buy then, it didn't last but for a flash. If it hits $150 again, it would be an even bigger screaming buy!

If you wait for $150, there is a very high likelihood it will never come and you will miss out on all the future growth prospects. I made that mistake with Amazon back around the turn of the century and I kicked myself for years for being so greedy. I finally bought it years later for many times more. It's done quite well since then.

 

[HaulingAss]

I completely agree, when the JP guys go on tv shouting fire - sell, sell.. That is when you load up.

For the last 35+ years I've been somewhat of a contrarian investor and it's served me very well. The bigger the disparity between popular perceptions and actual reality, the bigger the potential profit. Whenever Tesla is on a major downtrend, it fits that description well.

 

[hemiarch]

For the last 35+ years I've been somewhat of a contrarian investor and it's served me very well. The bigger the disparity between popular perceptions and actual reality, the bigger the potential profit. Whenever Tesla is on a major downtrend, it fits that description well.

Nothing really to discuss. We see eye to eye on this and as a result TSLA is and has been for some time a significant portion of my income and net worth.
If anyone else sees it as a “meme” stock or wants to take the JP Morgan approach, they are free to do so. I will continue to invest here.

 

[That Beast Mode]

For the last 35+ years I've been somewhat of a contrarian investor and it's served me very well. The bigger the disparity between popular perceptions and actual reality, the bigger the potential profit. Whenever Tesla is on a major downtrend, it fits that description well.

I do the same, especially when the public reaction is overblown. For example, when Tsla took a decent hit from all that political fallout, I bought a ton more. It's served me well over the years and well afforded me luxuries like my CT

 

[hemiarch]

Staying level headed in the face of madness is a valuable skill and that pays. I’ve made an entire career out of it just in a slightly different way than you guys.

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