Quick Read – Tesla (TSLA) targets $550 via Robotaxi expansion and 51% FSD subscription growth, while Google (GOOG) chases $500 on 63% Cloud growth and a $460 billion backlog. – Google trades at just 22x forward earnings despite 82% earnings growth, making it the…
gher-probability path to its price target than Tesla’s stretch case. – A potential AI CapEx digestion phase compressing margins sector-wide remains the single biggest threat that could derail both stocks from their 2027 targets. – Two Magnificent Seven names are heading into the back half of 2026 on opposite trajectories. Tesla (NASDAQ:TSLA) is down 15.74% year to date, weighed down by a delivery slump and a massive AI spending ramp
Google (NASDAQ:GOOG) is up 10.46% YTD and riding a Cloud franchise growing 63% YoY. My bold 2027 targets: $550 for Tesla and $500 for Google. Here is how each gets there.
Tesla: Why Shares Are Stuck Right Now Tesla is caught between a fading auto business and an AI story that has yet to fully monetize. Vehicle deliveries declined 16% YoY in Q4 25, and shares are off 4.35% in the past week and 5.38% in the past month. With a beta of 1.802, shares move sharply in either direction.