Tesla named top pick for 2017 by Baird

Tesla Motors Inc. was named top pick for 2017 by Baird Equity Research Friday, with analyst Ben Kallo forecasting that Tesla Energy and Model 3 production will beat expectations. “We believe TSLA’s energy storage business and growth opportunity is not currently reflected in share prices,” Kallo wrote in a note. Baird believes battery sales are increasing and should get another boost from the battery production ramp coinciding with the launch of the Model 3, the all-electric sedan Tesla hopes to sell late next year for about $35,000. “We recommend accumulating shares ahead of additional details being released about TSLA’s current battery costs and density metrics, and believe the upcoming Gigafactory tour on January 4 will be a positive catalyst for the stock,” he wrote. The company’s Powerwall 2 battery offers a competitive pricing advantage on a per kilowatt basis, and should help Tesla grow its share of homes and small business customers, he wrote. The company’s fourth-quarter delivery number might create short-term volatility, but the stock should move higher, he said. Kallo is further expecting Tesla to do a deal some time in the first half that would remove an overhang on the stock. Tesla shares were slightly higher premarket, but are down 10.6% on the year, while the S&P 500 has gained 10%.

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