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Source document· July 18, 2026

Bank of America revamps Tesla forecast before earnings

View original at finance.yahoo.com
Bank of America revamps Tesla forecast before earnings Tesla (TSLA) CEO Elon Musk, whom JPMorgan CEO Jamie Dimon once called "our Einstein", has had plenty on his plate lately…
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  • Jamie Dimon once called Elon Musk "our Einstein"

    60% confidence

  • Robotaxi is the primary catalyst spearheading Tesla's bull case, with Tesla entering the early monetization phase for robotaxis, FSD, Optimus, and energy storage

    60% confidence

  • Bank of America reiterated its Buy rating and $460 price target on Tesla, implying nearly 17.6% upside from Tesla's July 17 close of $391.06

    60% confidence

  • BofA lifted its 2026 Tesla revenue estimate to $107.8 billion from $103.4 billion

    60% confidence

  • BofA's Tesla EPS estimates jumped to $2.13, $2.71, and $3.39 for 2026, 2027, and 2028 respectively, representing increases of nearly 7%, 4%, and 4%

    60% confidence

  • BofA's quarterly model points to acceleration in Tesla's adjusted EPS, reaching $0.51 in Q2, $0.54 in Q3, and $0.68 in Q4 2026

    60% confidence

  • BofA raised its 2028 Tesla revenue estimate to $144 billion from $137.2 billion

    60% confidence

  • BofA raised its 2027 Tesla revenue estimate to $126.2 billion from $120.4 billion

    60% confidence

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SpaceX · stock price123.99 USD
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Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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