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.
AI summary
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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