$TSLA - TESLA MODEL Y L US ENTRY COULD BOOST SALES
TD Cowen reiterates Buy on Tesla with a $490 target, highlighting upside if the Model Y L (long-wheelbase, 3-row SUV) enters the US.
Analyst Itay Michaeli estimates 60k–135k annual demand, ~30% above current Model Y volumes. The launch could strengthen Tesla amid EV demand recovery and pressure rivals in the $50k+ 3-row SUV segment.
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