Here is how much I think $TSLA will earn over the full year 2027 by each part of their portfolio: 👇
1. Auto sales: $110 billion with sales north of 2 million vehicles.
2. Megapack and autobidder: $35 billion or higher due to increased demand, production and scale.
3. Robotaxi: $10 billion depending on regulatory approval and Tesla rollout timeline.
4. FSD subscriptions: $6 billion with potentially 2-3 million or more with 30-40% adoption rates as technology scales and launches in additional markets.
5. Semi truck: $3.5 to $7 billion on the low end as production scales in Nevada.
6. Supercharging and services: $22 billion Includes Supercharging network revenue, vehicle insurance, used vehicle sales, parts, and maintenance.
7. Robotics: $1.5 billion as Tesla continues to scale out of Fremont and new factory in Texas.
Total is $188 to $192 billion in revenue.
On a 30% gross margins and 6-9% GAAP net margins.
I could be very wrong especially if the company scales faster than expected on each category or something unforeseen occurs.
Does anyone else have the feeling, you are central character in the stock market, and the villains are out there to steal your money?
#Investing#StockMarket#FinTech#DevCommunity
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