Vandita Jadeja
Wed, July 22, 2026 astatine 7:30 AM CDT 4 min read
Quick Read
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Tesla (TSLA) targets $550 via Robotaxi enlargement and 51% FSD subscription growth, portion Google (GOOG) chases $500 connected 63% Cloud maturation and a $460 cardinal backlog.
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Google trades astatine conscionable 22x guardant net contempt 82% net growth, making it the higher-probability way to its terms people than Tesla's agelong case.
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A imaginable AI CapEx digestion signifier compressing margins sector-wide remains the azygous biggest menace that could derail some stocks from their 2027 targets.
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Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Google didn't marque the cut. Grab the names FREE today.
Two Magnificent Seven names are heading into the backmost fractional of 2026 connected other trajectories. Tesla (NASDAQ:TSLA) is down 15.74% twelvemonth to date, weighed down by a transportation slump and a monolithic AI spending ramp. Google (NASDAQ:GOOG) is up 10.46% YTD and riding a Cloud franchise increasing 63% YoY.
My bold 2027 targets: $550 for Tesla and $500 for Google. Here is however each gets there.
Tesla: Why Shares Are Stuck Right Now
Tesla is caught betwixt a fading car concern and an AI communicative that has yet to afloat monetize. Vehicle deliveries declined 16% YoY successful Q4 25, and shares are disconnected 4.35% successful the past week and 5.38% successful the past month.
With a beta of 1.802, shares determination sharply successful either direction. Prediction markets presently terms conscionable a 16.5% probability of an Optimus merchandise by year-end 2026, truthful patience connected AI merchandise timing is warranted.
The Path to $550
Reaching $550 from today's $378.93 would necessitate a summation of 45.1%. With guardant EPS of $2.44, that implies a guardant P/E of 225x, versus our basal case's 209x. So the aggregate enlargement is modest; the dense lifting is EPS.
Services gross increasing 42% YoY, 1.28M FSD subscriptions (+51%), and Robotaxi enlargement from Austin to Dallas, Houston, and beyond tin thrust that. Wall Street targets $425.22 with 23 buys against 6 sells. My take: statement underweights the bundle optionality. The hazard is borderline compression if car pricing weakens further.
Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Google didn't marque the cut. Grab the names FREE today.
Google: Why Shares Are Sliding Despite Blowout Earnings
Google delivered a 94.10% EPS bushed successful Q1 26, yet shares are down 5.79% implicit the past month. Why? 2026 CapEx guidance of $175 to $185 cardinal spooked investors disquieted astir ROI. Free currency travel already fell 46.63% YoY successful Q1. Beta sits astatine 1.247, and shares commercialized 6% beneath the 52-week precocious of $404.23.

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