Piper Sandler raises Tesla (TSLA) target after China trip, cites robotics leadership
Piper Sandler boosted its Tesla (NASDAQ:TSLA) price target to $500 from $400, maintaining an “Overweight” rating after a research trip to China.
The firm cited Tesla’s leadership in artificial intelligence and robotics as central to its thesis, even as Chinese electric vehicle makers grow more competitive. Analysts concluded that Tesla is still the benchmark that competitors rely on for innovation.
A China visit
During its visit, Piper Sandler met with several Chinese EV manufacturers, many of which are vertically integrated and expanding rapidly. Analysts noted that these “fast followers” represent Tesla’s most significant competitive challenge. However, executives from multiple companies acknowledged Tesla’s foundational role in shaping the industry’s direction, TipRanks stated in a report.
One automaker told Piper Sandler that “without Tesla going from 0 to 1, we can’t go from 1 to 100,” highlighting the Elon Musk-led company’s enduring influence. Analysts said the remarks reflect both admiration and dependence on Tesla’s early innovations, particularly in areas such as battery integration, vehicle software, and AI-powered features.
As we predicted last week, we have another $TSLA price target increase going into quarter end – this one from Piper Sandler to $500 from $400. Piper defends TSLA’s FY2025 multiple of 230x, pointing to AMZN’s 200x+ multiple from 2012-2025. Piper is looking for $TSLA 3Q delivs of… pic.twitter.com/tzLQHZ8P1s
— Gary Black (@garyblack00) September 22, 2025
Tesla’s leadership
Piper Sandler’s report emphasized that while Chinese automakers are formidable in design and production, they look to Tesla for advancements in “real-world” AI applications. Tesla’s focus on autonomous driving and robotics continues to distinguish it from competitors, making the company Piper Sandler’s top investment idea in this space.
“Building AI-enabled machines requires data, talent, chips, and engineering prowess. Tesla compares favorably vs. the Chinese on all of these fronts,” Piper Sandler analyst Alexander Potter stated in a note.
Piper Sandler also shared some of its expectations for Tesla this year, stating that it is estimating that the company will delivery ~495k vehicles this third-quarter, possibly attaining a new all-time record. The firm, however, stated that its 2026 outlook for Tesla is shakier, as the EV maker could just hit ~1.9 million units, which could include as many as 350k affordable “Model 2” vehicles.
The post Piper Sandler raises Tesla (TSLA) target after China trip, cites robotics leadership appeared first on TESLARATI.
Source: https://www.teslarati.com/piper-sandler-raises-tesla-tsla-target-after-china-trip-robotics-leadership/
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