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TSLABullishIndustry Newsnews
High materiality7/10

Baron says TSLA is undervalued; FSD growth supports near-term upside

Sep 16, 2026, 2:17 PM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

A high-profile investor endorsing TSLA and citing FSD growth could influence sentiment and fund flows; combined with measurable FSD subscription growth, this supports near-term upside potential despite modestly volatile consumer demand signals in the market.)

AI summary

What happened, with direct paths to the underlying reporting

Ron Baron argues TSLA is undervalued, underpinned by growing FSD adoption and a large SpaceX stake. FSD subscriptions hit 1.48 million in Q2, up 56% YoY, strengthening the bullish thesis. While Baron hasn't added to his TSLA stake, he frames now as an attractive entry point for investors.

  • Baron Capital founder Ron Baron has invested in TSLA since 2014 and calls it undervalued.
  • Baron says Tesla and SpaceX drive about half of Baron Capital's client profits.
  • FSD subscriptions reached 1.48 million in Q2, up 56% YoY.
  • He says now is the time to buy TSLA, citing expanding FSD as a catalyst.

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