One of Wall Street’s most vocal Tesla analysts sees a potential Trump presidency as a catalyst that could supercharge Tesla’s autonomous driving ambitions – and its market value.
“Tesla is the most undervalued AI name in the market,”
declares Dan Ives, Wedbush Securities’ Senior Equity Analyst, painting a picture where regulatory roadblocks to autonomous driving could vanish faster than a Tesla Model S doing 0-60.
In a recent CNBC appearance, Ives outlined how a second Trump administration could accelerate Tesla’s robotaxi dreams, potentially shaving a year off the timeline for the company’s ambitious Cybercab project.
The analyst envisions a regulatory fast pass for Tesla’s Full Self-Driving (FSD) technology, with Elon Musk potentially wielding significant influence in a Trump White House.
The Trillion-Dollar Paradox
Here’s where it gets interesting: while a Trump presidency might slam the brakes on the broader EV industry by rolling back tax credits, Ives sees this as a counterintuitive win for Tesla.
The company’s scale and established market position could turn industry headwinds into a competitive advantage.
“It’s a dream scenario for any Tesla bull,” Ives explains, projecting an immediate $40-$50 per share boost.
His ultimate forecast? A market valuation that could rocket to $1-$1.5 trillion – numbers that would make even the most optimistic Tesla investor’s autopilot engage.
The analysis suggests a fascinating intersection of technology, politics, and market dynamics. While other EV makers might struggle with the removal of tax incentives, Tesla could emerge stronger, leveraging its advanced AI capabilities and autonomous technology in a potentially more permissive regulatory environment.
For Tesla bulls, this political calculus adds a new dimension to the company’s already complex investment thesis.
