From Weak Deliveries to AI Vision: How Deutsche Bank Is Repricing Tesla (TSLA.US)?

For the upcoming earnings report, Deutsche Bank expects the core discussion topics to include: progress in the deployment of Robotaxi, development progress of the humanoid robot (Optimus V3), production plans for the Cybercab, as well as updates on the Terafab project and related capital expenditures. Deutsche Bank has slightly lowered Tesla's target price from $480 to $465, reflecting minor adjustments to its valuation model and framework; the "Buy" rating is maintained.