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TSLABearishAnalyst Ratingnews
High materiality7/10

Gary Black Challenges Tesla Valuation, Outlines $312 Fair Value and $250 Buy

Jul 30, 2026, 3:07 AM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

The presented conservative, model-driven fair value ($312) and lower buy target ($250) contrast with typical bulls’ levels, potentially pressuring sentiment and multiples in the near term as investors reassess growth assumptions and discount rates.

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What happened, with direct paths to the underlying reporting

Gary Black revisits Tesla’s value on X, citing 2030 EPS of $7.75 and a 14.8% cost of equity. His model yields a $312 fair value and an $250 buy price after a 20% margin of safety. The thread underscores a persistent valuation debate that could trigger near-term TSLA volatility.

  • Gary Black challenges TSLA valuation on X; cites 2030 EPS $7.75.
  • Uses 35% long-term growth, megacap PEG framework, and 14.8% cost of equity.
  • Fair value about $312; buy price $250 after 20% margin of safety.
  • Black says Uber continues to outperform Tesla; does not short great companies.

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