2 Monster Stocks to Buy Before They Soar 150% and 630%, According to Certain Wall Street Analysts

Are you looking for monster stocks that could soar in the coming years? Look no further! Two Wall Street analysts have set ambitious targets for Tesla and The Trade Desk, implying potential gains of 150% and 630%, respectively. Let's dive into the reasons behind these bullish projections and explore whether these stocks are worth adding to your portfolio.



Tesla: 630% implied upside

Tesla has been a rollercoaster ride for investors, but Ark Invest's Tasha Keeney has set an ambitious target of $2,600 per share by 2029. This forecast implies a staggering 630% upside from the current share price of $356. So, what's driving this optimism?

1. Revenue growth and robotaxi services: Ark Invest assumes that Tesla's total revenue will reach $1.2 trillion by 2029, with robotaxis accounting for about $750 billion of that figure. This implies annual revenue growth of 65% in the next four years. While this growth rate seems optimistic, it's important to note that the entire ride-sharing market was worth less than $50 billion last year. If demand for ride-sharing services increases rapidly as robotaxis reduce costs, Tesla's robotaxi revenue could theoretically hit $750 billion with less than 10% market penetration.
2. Addressable market and market share: Ark Invest estimates the addressable market for ride-sharing services will be $10 trillion by 2030. Assuming this estimate is correct, Tesla's robotaxi revenue could reach $750 billion with less than 10% market penetration. However, the timeline for achieving this market share is uncertain, and Tesla's ability to execute on its robotaxi plans will be crucial.
3. Earnings growth and valuation: Wall Street expects Tesla's adjusted earnings to grow at 22% annually through 2026. This makes the current valuation of 147 times adjusted earnings look expensive. For the multiple to look sensible in hindsight, earnings growth must accelerate substantially as Tesla monetizes robotaxis and robotics. Investors who lack confidence in this narrative should avoid the stock, but those who believe Tesla can disrupt the mobility industry should consider owning a position.



The Trade Desk: 150% implied upside

The Trade Desk specializes in digital advertising and has caught the eye of Morgan Stanley analyst Matthew Cost, who has set a 12-month bull-case target of $200 per share. This target implies a 150% upside from the current share price of $80. What's behind this analyst's bullish outlook?

1. Independence from ad inventory ownership: The Trade Desk's independence from ad inventory ownership provides a significant competitive advantage. This advantage is highlighted by the company's ability to avoid conflicts of interest that are inherent to many of its competitors, such as Alphabet and Meta Platforms, which own ad inventory and have a clear incentive to steer media-buyers toward their own platforms. By not owning ad inventory, The Trade Desk can offer clients a more objective and unbiased approach to ad buying, which is crucial in an industry where trust and transparency are essential.
2. Relationships with publishers: The Trade Desk's independence also allows it to build stronger relationships with publishers, as it does not compete with them for ad inventory. As a result, publishers are more likely to share data with The Trade Desk, enabling the company to offer clients measurement capabilities not available on competing platforms. For instance, The Trade Desk has partnered with many of the largest retailers to create "the industry's richest retail data environment," according to CEO Jeff Green. This data-driven approach allows The Trade Desk to provide more accurate and effective ad targeting, ultimately driving better results for its clients.
3. Growth prospects: The Trade Desk's competitive advantage, coupled with its strong performance and growth prospects, has led Morgan Stanley's Cost to set a bullish 150% implied upside target. The analyst's optimism is likely based on the company's ability to leverage its independence and data-driven approach to capture a larger share of the digital advertising market, which is expected to continue growing in the coming years.



In conclusion, Tesla and The Trade Desk are two monster stocks with significant upside potential, according to certain Wall Street analysts. While the bullish projections for these stocks are ambitious, they are based on several factors that could contribute to substantial growth. However, investors should carefully consider the risks and uncertainties associated with these companies before making any investment decisions. As always, it's essential to do your own research and consult with a financial advisor before investing.