巴克莱表示，与SpaceX可能合并使特斯拉成为买入标的。该行将这只电动汽车股票的评级从“等权重”上调至“超配”。它还将目标价从370美元上调至450美元，较周五收盘价暗示有21%的上涨空间。
A potential merger with SpaceX makes Tesla a buy, according to Barclays. The bank upgraded the electric vehicle stock to overweight from equal weight. It also hiked its price target to $450 from $370, suggesting 21% upside from Friday's close.
分析师丹·利维周一在致客户的报告中表示：“近期围绕特斯拉的对话严重偏向于与SpaceX的潜在合并。”“鉴于合并被广泛预期，且预期会对特斯拉股票给予一定溢价，我们认为这应推动股价上涨。”
"The recent dialogue around Tesla has skewed heavily to a potential combination with SPCX," analyst Dan Levy said Monday in a note to clients. "With a combination heavily expected, and with expectation for some premium to TSLA stock, we believe this should drive upside for the stock."
埃隆·马斯克上周表示，特斯拉与SpaceX合并将是一个“好主意”，并指出两家公司都已成立委员会讨论潜在合并事宜。
Elon Musk said last week that a Tesla-SpaceX merger would be a "good idea," noting that committees at both companies have been formed to discuss a potential combination.
除合并外，据利维称，随着特斯拉核心业务和新兴业务持续增长，其股价也可能上涨。利维写道：“汽车业务有望在经历两年下滑后实现今年增长，2027年应进一步向好，得益于完全自动驾驶（FSD）激发的需求，以及上海超级工厂出口增加。”“同样，特斯拉指出，鉴于数据中心的强劲需求，其储能业务2027年的产能几乎已售罄——我们认为这可能支撑出货量实现强劲的50%以上增长。”
TSLA YTD mountain TSLA year to date Beyond the merger, Tesla could rally as its core and emerging businesses continue to grow, according to Levy. "The auto business is on track to grow this year after two years of declines, and 2027 should see further upside, supported by demand spurred by [full self-driving], as well as rising exports from Giga Shanghai," Levy wrote. "Similarly, Tesla noted that its Energy business is nearly sold out for 2027 given robust demand from data centers - which we believe could support a robust > 50% growth in Shipments."
该分析师还指出，公司Robotaxi的行驶里程出现急剧拐点，令利维更有信心特斯拉能与竞争对手Waymo的车队竞争。
The analyst also noted that the firm's robotaxis have seen a sharp inflection in miles driven, giving Levy more confidence Tesla can compete with rival Waymo's fleet.
据LSEG数据显示，在覆盖特斯拉的49位分析师中，25位给予“买入”或“强烈买入”评级，22位给予“持有”评级。今年以来该股已下跌逾17%。
Of the 49 analysts covering Tesla, 25 have a buy or strong buy rating on the stock, while 22 have a hold on it, LSEG data shows. Shares have fallen more than 17% year to date.