Continue Reading
Full article on Bloomberg
RBC's Narayan: Mathematically, Tesla Not An Auto Company
Market Intelligence Analysis
AI-Powered
Why This Matters
RBC's Tom Narayan believes Tesla's valuation and new car sales data indicate that the company has transitioned from an automaker to an autonomy company.
Market Impact
Market impact analysis based on bullish sentiment with 80% confidence.
Sentiment
Bullish
AI Confidence
80%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
RBC Capital Markets Global Autos Lead Equity Analyst Tom Narayan joins Bloomberg Businessweek Daily to discuss Tesla's latest earnings results, including plans to retire the Model S and Model X. Narayan says that Tesla's time as an automaker is "in the past," adding that based on valuation versus new car sales, "mathematically, [Tesla] is not a car company... it's an autonomy company." Narayan speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)
Original article published by
Bloomberg
on January 30, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.