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FollowingBillionaire investor Ron Baron: Now is the time to buy Tesla
Well-known investor Ron Baron said that now is the best time to buy Tesla stock. He cited the adoption rate of 55% of fully autonomous driving (FSD) features in new car deliveries in North America and the continued rise in the U.S. electric vehicle market share as the main basis.
Core Points
- Baron Capital currently holds approximately $5 billion in Tesla stock and its stake in SpaceX is worth approximately $25 billion.
- Tesla reported in the second quarter that the number of active fully autonomous driving (FSD) subscribers reached 1.48 million, a 56% increase from the same period last year.
- Wall Street analysts 'price targets vary widely, ranging from $24.86 to $505.
Reasons for optimism: FSD penetration and market share have both risen
In an interview with CNBC on September 16, Ron Baron made it clear that "now" is the time to buy Tesla shares and regards the popularity of fully autonomous driving functions as a key driving force. He pointed out that the feature's annual growth rate is about 55%.
Tesla's second-quarter data largely supports this view. Data shows that the number of active FSD subscribers increased by 56% year-on-year to 1.48 million; in addition, approximately 55% of newly delivered vehicles in North America are equipped with the software at the time of purchase. Baron also pointed out that Tesla's share of the U.S. electric vehicle market is expanding as traditional automakers slow down electric vehicle plans.
据《华尔街日报》引用的Motor Intelligence数据显示，截至8月，特斯拉占据了美国电动汽车销量的52%，高于此前的43%。这一增长是在市场整体疲软的背景下实现的，而非行业整体的扩张。在此期间，美国电动汽车总销量下降了30%，而特斯拉的交付量仅下降16%，至325,351辆。
分析师分歧巨大
9月16日，特斯拉股价报收于358美元附近，微涨0.3%，市值约为1.4万亿美元。TipRanks数据显示，共有26位分析师对该股给出目标价，平均值为377.08美元，其中最高目标价为505美元，最低仅为24.86美元。评级方面，包括11个“买入”、12个“持有”和3个“卖出”。其中，富国银行（Wells Fargo）维持了130美元的目标价及“卖出”评级。
巨额持仓与马斯克的合作愿景
Baron的投资信心也源于其巨大的财务敞口。Baron Capital在特斯拉和SpaceX两家公司合计持有约300亿美元资产。他曾表示，无论埃隆·马斯克（Elon Musk）为这两家公司选择何种架构，他都将予以支持。
本周，马斯克再次开放了特斯拉与SpaceX建立更紧密联系的可能性，称两家公司已在多个领域展开合作。他在“All-In峰会”上表示：“在如此多领域进行如此紧密的合作，谁能想象下一步可能会采取什么行动呢？”
未来展望
近期的销售数据表明，Baron的投资逻辑仍有待进一步验证。尽管特斯拉的市场份额上升至52%，但其8月份的美国交付量仍下降了16%，原因是更广泛的电动汽车市场收缩速度更快。下一份交付报告将显示，更强的FSD采纳率和更高的市场份额能否抵消车辆销量的疲软表现。
