バンク・オブ・アメリカは、自動運転技術でのリーダーシップを強調し、テスラのカバレッジを買いレーティングと460ドルの目標株価で再開した。同社はまた、トラックとSUVの収益性を強調し、ゼネラル・モーターズのカバレッジを買いレーティングと105ドルの目標株価で開始した。これらの動きは、変化する市場ダイナミクスの中で、交通の未来に対する対照的な賭けを反映している。
2026年3月4日、バンク・オブ・アメリカ・セキュリティーズのアナリスト、アレクサンダー・ペリー氏は、2つの主要自動車メーカーに対して強気の見通しを示した。テスラ（Nasdaq: TSLA）については、同社はBuyレーティングを再設定し、コンセンサス予想の420.90ドルを上回る460ドルの目標株価を設定した。その朝、テスラ株は399.95ドルで取引され、約15%の上値余地を示唆しており、発表後にその日3.58%上昇した。
X上の議論では、バンク・オブ・アメリカのテスラに対する買いレーティングと460ドルの目標株価を主に祝賀し、自動運転のリーダーシップ、ロボタクシーのスケーラビリティ、Optimus、エネルギー成長を挙げ、株価上昇につながった。GMの買いレーティングと105ドル目標株価は注目が少なく、トラック/SUVの収益性と規制緩和に焦点が当たった。一部の投稿では、テスラのバリュエーションに対するDCFファンダメンタルズとの懐疑が示された。
NEWS: Bank of America has resumed coverage on $TSLA with a Buy rating and a $460 price target, saying that FSD is the “leading consumer autonomy solution.”
— Sawyer Merritt (@SawyerMerritt) 4 mars 2026
"Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much… pic.twitter.com/GfxiitDySq
$TSLA - BOFA: TESLA BACK AT BUY, $460 TARGET
— *Walter Bloomberg (@DeItaone) 4 mars 2026
Bank of America resumed coverage of Tesla, Inc. with a Buy rating and $460 price target.
The bank cites Tesla’s lead in autonomous driving, scalable robotaxi potential (already live in some cities), and strong growth drivers from…
Bank of America upgraded Tesla to Buy today. Price target $460. Stock jumped 3.5%.
— Analystkit (@analystkitnews) 4 mars 2026
Pulled it up on AnalystKit. Financials 2/5. Price History 1/5.
Stock at $417.44.
EPV at $9.72. TBV at $23.28. DCF at $37.02. FCF at $37.16.
BofA says robotaxis account for 52% of Tesla's… pic.twitter.com/68UN7clsOV
🚨 ANALYST INITIATION | 🟢 $GM — BofA Starts Coverage
— Jesse option (@AShmueil) 4 mars 2026
🔹 Firm: Bank of America (BofA)
🔹 Rating: Buy (new coverage)
🔹 Price Target: $105
💡 Key Takeaways
1️⃣ Business Drivers
Regulatory relief expected to enable margin-rich shift toward trucks and SUVs.
Lower warranty costs and…
BofA Reinstates Tesla Coverage With ‘Buy’ Rating; Price Target $460
— LiveSquawk (@LiveSquawk) 4 mars 2026
- Reinstates Ford Coverage With ‘Buy’ Rating; Price Target $17
- Reinstates GM Coverage With ‘Buy’ Rating; Price Target $105$TSLA $F $GM
AIによるレポート AIによって生成された画像
Bank of America analysts have recommended buying Tesla stock, forecasting a price of $460 per share driven by the company's advancements in robotaxis and autonomous driving. This outlook comes despite a decline in Tesla's 2025 vehicle sales, as the firm highlights the potential for robotaxis to account for more than half of the company's valuation. The projection implies about 13% upside from recent trading levels around $402 to $406.
Tesla's future in 2025 and beyond depends on breakthroughs in robotaxis, humanoid robots, and energy storage, according to analysts. While optimists see the company evolving into an AI powerhouse, pessimists highlight execution risks and market pressures. A recent analysis outlines these diverging paths.
AIによるレポート
Tesla reported its first annual revenue decline in 2025, with vehicle deliveries falling 8.6% to 1.64 million units. The company announced a shift away from traditional cars toward artificial intelligence, robotics, and autonomous vehicles during its fourth-quarter earnings call. CEO Elon Musk emphasized ambitious goals for humanoid robots and robotaxis, even as Wall Street analysts remain divided on the strategy.
A Motley Fool analyst forecasts that Tesla's stock will fall below a $1 trillion valuation before the end of 2026, citing declining electric vehicle sales and an elevated price-to-earnings ratio. The prediction comes amid challenges in Tesla's core business, despite excitement around future products like the Cybercab robotaxi and Optimus humanoid robot. Tesla currently holds a $1.5 trillion market cap, the seventh-largest among U.S. companies.
AIによるレポート
Following its Q4 2025 earnings report announcing over $20 billion in 2026 capital spending amid sales declines, Tesla is specifying expansions in battery production and Cybercab rollout to affirm its EV commitment. This contrasts with legacy automakers abandoning similar ambitions after heavy losses.