Ron Baron sees Tesla potentially hitting $5 trillion in 10 years

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Longtime Tesla (NASDAQ:TSLA) shareholder and billionaire investor Ron Baron of Baron Capital recently weighed in on Tesla and Elon Musk’s potential in the coming years of the Trump administration. As per the legendary investor, Tesla could hit a market cap of about $5 trillion in 10 years. 

During an interview with CNBC’s Squawk Box, Baron noted that Tesla already comprises about 10% of Baron Capital’s assets, while SpaceX comprises about 5%. The investor noted that he is optimistic about Tesla’s future, though Musk is arguably more optimistic.

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“Tesla, I think, is going to be worth $3 or $4 trillion — $5 trillion in 10 years, based upon the business plan that I am aware of. Then Elon believes that longer term it’s going to be worth $30 trillion,” Baron said.

While such statements might seem overly optimistic just a few months ago, TSLA stock has been maintaining some momentum since its third quarter earnings call. Tesla stock practically woke up from its slumber after the company exceeded expectations in its Q3 earnings, and it has only become stronger with the election of Donald Trump.

This November alone, TSLA stock has surged about 25% during the electric vehicle maker’s post-election rally. Tesla currently has a market cap of $1.02 trillion as of writing. Despite TSLA’s recent rise, as well as the fact that his holdings have significantly grown over the years, Baron noted that he is still determined to keep his Tesla shares long term. 

“No way I’m going to sell shares. If they get too big, I will have to trim a little bit, but no, I have no intention,” Baron noted. 

Watch Ron Baron’s interview with CNBC in the video below.

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Legendary investor Ron Baron sees Tesla potentially hitting $5 trillion in 10 years





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Tesla set to launch new V4 Cabinet enabling fastest Supercharging speeds yet

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Tesla is set to launch the new V4 Cabinet starting in 2025, which will enable the fastest Supercharging speeds for both passenger vehicles and the Semi.

Tesla’s V4 Superchargers started rolling out in 2023, bringing 350 kW charging speeds and giving EV owners their most expedited experience yet.

However, the speeds were not largely improved from the V3 Supercharger, as the V4 was catered to higher-voltage architectures, which have not yet become as popular in EVs.

It did feature a streamlined pile design and larger cables, as the V4 was made to be the first Supercharger to truly cater to non-Tesla EVs.

The Model S, Model 3, Model X, and Model Y can still “enjoy 250kW charge rates on V3 cabinet — charging up to 200 miles in 15 minutes,” Tesla said in an X post.

The V4 Cabinet will be the missing piece of the puzzle, bridging the gap for EVs that have a 400 to 1000V architecture that can support the fastest charging speeds.

This will bring supercharging speeds up to 500kW for cars and 1.2MW for the Tesla Semi, which is an unheard-of charging rate for all-electric trucks.

It is a far cry from the first Superchargers that Tesla opened back in 2012, which had speeds of just 90kW.

Tesla says the first V4 Cabinets will be open sometime next year, and permitting for these locations is already underway. Tesla did not announce where it would be active, nor if it would start in the United States or another market.

V4 Supercharger installations first started in Europe.

Charging has been a true focus of Tesla for a long time, and it is perhaps the biggest advantage that drivers of the company’s EVs have outside of tech and overall performance.

Now that more EV makers are gaining access to the Supercharging Network, it is obvious Tesla needs to update its stalls to cater to the variety of architectures out there, enabling an efficient and reliable charging experience for drivers of any electric car out on the market.

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Please email me with questions and comments at joey@teslarati.com. I’d love to chat! You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Tesla set to launch new V4 Cabinet enabling fastest Supercharging speeds yet





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Tesla gets a fresh price target and an interesting suggestion from Jefferies

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Tesla (NASDAQ: TSLA) had its price target bumped by more than 30 percent on Thursday as analysts at Jefferies increased their estimates for the stock from $195 to $300.

The firm also suggested Tesla make a specific move to take advantage of its recent stock surge, which was mostly fueled by the presidential election, which saw Donald Trump, a Musk ally, as the winner.

Jefferies analysts said that the price target bump can be attributed to Tesla’s strong expanding ventures, like Megapack, and how they operate as significant free cash flow contributors to the company’s financials.

Furthermore, the potential strength of Full Self-Driving, Optimus and internal battery advancements on the stock promotes more opportunities for investors. However, the firm states while these are positives, their potential returns are unclear.

As for the capital raise, Jefferies says this is the perfect time to perform one due to favorable conditions post-election:

“Assuming markets remain competitive, de-regulation raises the growth path but also the investment requirements for Tesla and competitors.”

The additional capital could also support Tesla’s lofty ambitions into high-cost ventures, like Robotaxi and humanoid robots.

Tesla shares are up over 50 percent in the last month, gaining significant value due to the results of the U.S. Presidential election. CEO Elon Musk, who campaigned to get Trump back in the White House, has also been given a role in Washington, as he and Vivek Ramaswamy will head the Department of Government Efficiency (DOGE).

Why Tesla should benefit from Musk’s new DOGE role in Trump White House: Wedbush

Shares have gained quite a few price target increases due to Trump’s win last Tuesday, with many analysts pointing to easier maneuverability for Tesla from a regulatory perspective, especially as the company is working toward launching a driverless Robotaxi platform in the coming years.

Dan Ives of Wedbush, who also increased his price target last week from $300 to $400, explained in a note:

“…we believe the Trump White House win will be a gamechanger for the autonomous and AI story for Tesla and Musk over the coming years. We estimate the AI and autonomous opportunity is worth $1 trillion alone for Tesla and we fully expect under a Trump White House these key initiatives will now get fast tracked as the federal regulatory spiderweb that Musk & Co. have encountered over the past few years around FSD/autonomous clears significantly under a new Trump era.”

Need accessories for your Tesla? Check out the Teslarati Marketplace:

Please email me with questions and comments at joey@teslarati.com. I’d love to chat! You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Tesla gets a fresh price target and an interesting suggestion from Jefferies





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