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# Tesla: Margins Story Is Not As Bad As It Seems (Archive)
- URL: https://www.huntingalphas.com/tesla-margins-story-is-not-as-bad-as-it-seems-archive/
- Published: 2023-07-27T13:00:00.000Z
- Updated: 2026-02-26T15:36:03.000Z
- Description: Pricing resets have masked genuine structural margin tailwinds now starting to emerge.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, TSLA, Consumer

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- I missed an opportunity for alpha in Tesla, Inc. stock, as I had a neutral/hold rating on the stock earlier.
- But now, whilst some investors have concerns about Tesla's margins and profitability, I am becoming more confident of buys.
- Pricing reductions have masked genuine margin tailwinds in COGs that will become more visible.
- Investments such as humanoid robot Optimus and full-self-driving have great multiplier potential for the stock.
- Valuations are attractive, as Tesla trades at a 35% discount to the average PE since 2020.

Read the full article [here](https://seekingalpha.com/article/4620213-tesla-margins-story-is-not-as-bad-as-it-seems-rating-upgrade?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*