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Tesla (TSLA)

The call, on record

TSLA bullish call

Recorded from Jo Bhakdi’s public commentary. Review the evidence behind the call and its outcome.
TSLABullNot scored: deadline
Jo BhakdiJo Bhakdi

Target Price

$894

Submitted record · moderator reviewed. The quote is source evidence; the structured call and thesis are TubeRank’s interpretation.
Quoted text as recorded“I think the price earnings ratio will actually go up even more in 2026 to 257. To be more specific, I future fair value is $894 for next year.”@ 4:28 · open at this moment on YouTube ↗

Our interpretation

Source published
Dec 1, 2025
Timeframe
next year (2026)
Extracted deadline
Dec 31, 2026
Interpreted confidence
medium
Specificity
specific

Why this call is unscored

Status
Not scored: deadline
Notes
The stored date is not supported by an unambiguous deadline in the source quote. Horizon labels and extracted dates alone cannot establish a promised window.

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Evidence and source

Why Tesla Stock Earnings Could EXPLODE in 2026 (And Beyond)
Published on Dec 1, 2025@ 4:28Open on YouTube

Our summary of the thesis

Strongly Bullish

Structured interpretation of the video, not a verbatim quotation. Check the source for conditions, emphasis and context.

Tesla's high forward PE is explained by massive EPS growth projected at 70-137% annually from 2026 to 2031 driven by robotaxi and Optimus scaling. Jo's model fair value is 894 for 2026 with EPS rising from 2.10 today to 143 in 2031. Robotaxi deploys to 40,000 units by end of 2026, Optimus ramps to a million units per year by 2030.

Key arguments

  • 2-year forward PE only 73x on 2027 earnings, 15x by 2031
  • EPS growth 70% in 2026, 97% in 2027, 109% in 2028, 100% in 2029, 109% in 2030, 137% in 2031
  • 40,000 robotaxis deployed by end of 2026
  • Cybercab margin around 30,000 dollars per year per vehicle
  • Optimus ramps to 1 million new units per year by 2030
  • FSD 14.3 expected within 4-6 weeks
  • Fair value of 894 per share for 2026

Counter-arguments acknowledged

  • 2024 EPS shrank 32% year over year
  • 2025 EPS will likely decline another 15-20%
  • Meta at 21x and Nvidia at 24x forward PE look much cheaper on surface

About this record

Reviewed by a moderator

Submitted record. A quote, summary and outcome each need their own context. Moderator review does not certify investment performance.

Source published
Dec 1, 2025, 10:08 PM UTC
First recorded by TubeRank
Apr 20, 2026, 1:20 PM UTC
Record last updated
Oct 6, 2026, 6:32 AM UTC
Moderator review recorded
Apr 26, 2026, 9:32 AM UTC
Transcript provenance
YouTube captions (manual or automatic)
Recorded analysis processor/source label
manual_claude_session
This can identify a workflow rather than an exact AI model version.
Submission path version
manual_v1
Identifies the precomputed submission path. It does not identify an AI model version or imply human authorship.
Outcome methodology version
2026-10-06.5
Outcome reason code
unverified_stated_deadline
Publication is when the video was released; recording is when TubeRank added this call. They are not interchangeable. Legacy records can lack version and observation metadata. Dates are shown in UTC.
Recent record changes 4 shown

  1. Oct 6, 2026, 6:32 AM UTC

    corrected

    Outcome methodology version

    Before2026-10-06.4

    After2026-10-06.5

  2. Oct 6, 2026, 5:14 AM UTC

    corrected

    Outcome methodology version

    Before2026-10-06.2

    After2026-10-06.4

  3. Oct 6, 2026, 4:00 AM UTC

    corrected

    Outcome methodology version

    Before2026-10-06.1

    After2026-10-06.2

  4. Oct 6, 2026, 3:27 AM UTC

    unverified stated deadline

    Outcome methodology version

    BeforeNot recorded

    After2026-10-06.1

    Reference price

    Before430.14

    AfterNot recorded

    Recorded outcome date

    BeforeNot recorded

    After2026-10-06

    Outcome explanation

    BeforeNot recorded

    AfterThe stored date is not supported by an unambiguous deadline in the source quote. Horizon labels and extracted dates alone cannot establish a promised window.

    Outcome reason

    BeforeNot recorded

    AfterUnverified stated deadline

    Outcome status

    Beforepending

    Afterunverifiable

Showing up to 20 recent changes. The complete feed has 5 recorded events for this call, including its initial entry. Read the full paginated history (JSON); follow nextCursor while hasMore is true.

Methodology and limitationsReport a correction
Stored outcome evidence
Stored reference price
Not recorded
Not recorded · provider not recorded
Target as extracted
$894
Stated deadline as extracted
Dec 31, 2026
Recorded outcome date
Oct 6, 2026
Outcome price observation
Not recorded
Not recorded · provider not recorded

Stored explanation

The stored date is not supported by an unambiguous deadline in the source quote. Horizon labels and extracted dates alone cannot establish a promised window.

Missing timestamps, providers and versions are historical gaps. Stored observations can include daily closes; they do not show every intraday touch or prove an executable trade. Read the methodology.

Why we interpreted the confidence this way

Jo presents 894 as his model's fair-value output based on his robotaxi and Optimus scaling assumptions.

View full video analysisView YouTuber profile