Ross Gerber Calls It An 'End Of An Era,' While Gary Black, Gene Munster Stay Bullish On Tesla

Multiple analysts person weighed successful connected Tesla Inc.'s (NASDAQ:TSLA) fourth-quarter net call, sharing their insights connected assorted factors related to the Elon Musk-led automaker.

In a station connected the societal media level X connected Wednesday, Gary Black of The Future Fund LLC shared his insights connected the earnings. The capitalist outlined that helium expects Tesla shares to "rise by 2-3%" erstwhile the markets unfastened pursuing the net call.

"$20B CapExp (and related borderline pressures) is intelligibly a negative, arsenic is discontinuation of TSLA's profitable S/X models," the capitalist said. However, helium besides outlined that "favorable comments" from the Tesla absorption astir the Robotaxi efforts, arsenic good arsenic factors similar the Optimus timelines and "strong 4Q EV car gross margins," stay affirmative factors.

All things considered, I expect $TSLA to emergence by 2-3% time aft analysts digest the positives and negatives and update their net models. $20B CapExp (and related borderline pressures) is intelligibly a negative, arsenic is discontinuation of TSLA's profitable S/X models, but…

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Meanwhile, Ross Gerber, co-founder of Gerber Kawasaki, besides shared his views connected the earnings, calling it the "end of an era" for Tesla arsenic the institution announced a displacement towards autonomous vehicles.

It's the extremity of an epoch for tesla. $tsla

He besides shared that Tesla's modulation from manufacturing electrical vehicles to a "transportation arsenic a service," arsenic good arsenic the humanoid robots gross model, would necessitate "some clip and a ton of money."

Energy retention is simply a large concern on with charging. The modulation from conveyance income to this caller proscription arsenic a work and robots exemplary volition instrumentality immoderate clip and a ton of money. $tsla

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Investor Gene Munster of DeepWater Management centered his instrumentality astir the automaker's autonomous and Robotaxi exploits. "When companies instrumentality distant and springiness metrics, it’s a work successful presumption of their assurance with the metric," Munster said, talking astir Tesla sharing the progressive Full Self-Driving (FSD) subscription figure, successful a video helium shared connected X.