To The Moon

Tesla has always been one of the most polarizing stocks on the market—either you love the vision or question the valuation. But this week, a new twist has reignited the bull case: Goldman Sachs just upgraded Tesla with a price target of $800, implying significant upside from current levels.

With the stock showing signs of revival, is this the moment to side with Tesla again?

Let’s break down why sentiment is shifting, what’s behind Goldman’s bullish call, and what traders need to consider in the days ahead.

A Quick Recap: Tesla's Bumpy 2025 (So Far)

It hasn’t been an easy ride for Tesla investors this year. After peaking in 2021 and correcting sharply in 2022, the stock rebounded—but 2025 has been a mixed bag. Delivery concerns, margin pressure, global EV competition, and questions about Elon Musk’s distractions (politics, X, and beyond) have all weighed on the narrative.

As of early June, Tesla is still climbing out of the hole it fell into earlier this year. But that climb is gaining traction—and the latest Wall Street endorsement might just give bulls the fuel they need.

Why Goldman Is Bullish: Three Key Drivers

Goldman Sachs isn’t known for hyperbole. When they slap an $800 price target on Tesla, it demands attention. Here’s what’s behind their bullish call:

1. Margin Recovery Ahead

Tesla has been sacrificing margins to stay competitive in a price-sensitive EV market. But Goldman believes this pressure is bottoming out.

As production costs fall (thanks to localized supply chains and battery innovation), and Tesla starts introducing higher-margin software products (like Full Self-Driving and AI services), operating margins could rebound faster than expected.

In other words, Tesla doesn’t just sell cars—it sells a platform. And platforms scale profitably.

2. Robotaxi & FSD Monetization

While most of the market remains skeptical, Goldman is assigning real value to Tesla’s autonomous driving efforts. The robotaxi network, long teased by Musk, could finally make its debut in some form by 2026. Goldman sees this as a multi-billion dollar TAM (total addressable market) that the market hasn’t fully priced in yet.

Even partial FSD (Full Self-Driving) adoption—with monthly subscriptions or one-time purchases—can meaningfully boost Tesla’s revenue per vehicle.

If Apple and Google are betting big on AI, Goldman is effectively saying: don’t ignore the AI running on four wheels.

3. Energy Business and Supercharging

Tesla Energy (battery storage, solar, grid services) is quietly becoming a serious growth driver. And with major automakers like Ford and GM adopting Tesla’s Supercharger standard, a recurring revenue stream from non-Tesla EVs is on the horizon.

That’s diversification Wall Street likes.

Market Reaction: Is Momentum Building?

Tesla’s stock has responded positively to the Goldman news, but it’s not just about one upgrade. The technicals are improving:

Volume is picking up.

Short interest is declining.

Bullish options activity is rising.

Add in the upcoming Q2 delivery numbers, scheduled for early July, and there’s a real sense of “wait-and-see optimism” building.

The Musk Factor: Risk or Catalyst?

It’s impossible to talk about Tesla without talking about Elon Musk.

His recent friction with political figures (including a very public fallout—and partial reconciliation—with Donald Trump), controversial comments on social media, and shifting focus between Tesla, SpaceX, and X (formerly Twitter) all inject volatility into the stock.

But here’s the flip side: Musk remains Tesla’s greatest asset.

He is a master of narrative timing, and he has teased a major “Product Event” for later this year, which may include:

Robotaxi prototype

Next-gen vehicle platform

Full updates on Dojo supercomputing and Tesla AI

If any of these hit the right tone, it could create the kind of speculative frenzy that Tesla is famous for.

So, Should You Side with Tesla This Week?

If you’re trading short-term momentum, the setup looks favorable:

Wall Street support (Goldman’s $800 target is among the highest on the Street)

Sentiment improving

Event catalysts coming

Room to run before Tesla is considered overbought again

That said, volatility is always part of the package. A weak delivery print, further macro pressure on EV demand, or a tweet-gone-wrong could quickly derail momentum. As always with Tesla, position sizing and risk management are crucial.

Conclusion: Betting on Tesla Is Betting on the Future

Tesla is more than a car company. It’s a convergence of AI, energy, autonomy, and mobility—and those themes remain the most powerful narratives in today’s market.

When Goldman Sachs puts out an $800 price target, they’re not just making a call on earnings—they’re signaling belief in Tesla’s ability to execute on its next act.

With improving sentiment, technical strength, and catalysts ahead, siding with Tesla this week might not just be a short-term trade—it could be an early entry into the next chapter of one of the most disruptive companies of our time.