• Tesla-Price-Target-ARKInvest

    Tesla’s Potential Trajectory During the Next Five Years

    by | Industrial
    Mentioned Companies: TSLA

    In August 2018, ARK published an open letter with an extract of our TSLA valuation model communicating why we believed taking Tesla private at $420 per share would deprive shareholders of significant returns. Since then ARK has updated its TSLA valuation regularly. Based on new research, we are sharing our latest model to clarify what […]

  • Market-Update-Banner-December

    December mARKet Update Webinar

    by | Market Insights Webinar

    December mARKet update Spotlight: General Market Outlook, Three “Killer” Apps for Smart Speakers, & ARK’s Expectations for Tesla.   ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers […]

  • Blog-Banner-Template-Model-3-vs-Camry

    The Model 3 Is Cheaper to Own Than a Toyota Camry

    by | Industrial

    The long-range Model 3’s sticker price is $44,500, roughly 85% higher than that of a Toyota Camry; yet, ARK’s research shows that the Model 3 could be the better deal over a three-year period. Early this year, Kelley Blue Book (KBB) published its Best Resale Value Awards for 2019. According to KBB,1 over a three-year […]

  • elon-musk-podcast-banner

    Takeaways from Our Recent Podcast with Elon Musk

    by | Industrial
    Mentioned Companies: GM, NVDA, TSLA

    On February 13th, we sat down with Elon Musk in Fremont, California for an episode of our FYI – For Your Innovation podcast. We discussed Elon’s estimates for the global electric vehicle (EV) market, Tesla’s autonomous strategy, misperceptions about Tesla’s strategy, and Tesla’s willingness to open its platform to other automakers. Here are some of […]

  • elon musk, podcast elon musk, tesla ark, elon musk podcast guest, elon musk ark invest, ark elon musk

    On the Road to Full Autonomy With Elon Musk

    by | Podcast

    Today we are thrilled to be in Fremont, CA with Tesla CEO Elon Musk. In this episode Tasha Keeney, Analyst at ARK Invest and Cathie Wood, Founder, CEO, and CIO at ARK Invest chat with Elon about the future of Tesla and autonomous driving. The podcast conversation kicks off by sizing the upcoming boom in […]

  • February mARKet Update Webinar

    by | Market Insights Webinar

    February mARKet update Spotlight: Mobile Payments, Maxwell Technologies, Bitcoin’s Lightning Network, & Spotify   ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent […]

  • market-update-banner

    January mARKet Update Webinar

    by | Market Insights Webinar

    January mARKet update Spotlight: The Deflationary Boom, Moore’s Law vs. Wright’s Law, and Unicorns.   ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on […]

  • ARK Brainstorming

    October mARKet Update Webinar

    by | Market Insights Webinar

    October mARKet update Spotlight: the Fed, Asset Reallocation from Bonds, and all things Tesla.   ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent […]

  • august-market-update-webinar-banner

    August mARKet Update Webinar

    by | Market Insights Webinar

    August mARKet update Spotlight: The Wall of Worry, Tesla, and the Cryptocurrency Market.   ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent market […]

  • tesla-autonomous-opportunity-banner

    Tesla’s Autonomous Opportunity is Severely Underappreciated

    by | Industrial
    Mentioned Companies: BIDU, GM, GOOG, NVDA, TSLA

    ARK believes that analysts may be overlooking Tesla’s largest addressable market – autonomous mobility-as-a-service (MaaS). During its earnings call last week, Tesla introduced its Autopilot team for the first time as speakers during the prepared remarks. Based on the information presented by the Autopilot team on the performance characteristics of its in-house chip, we believe […]

  • Cobalt Banner

    Cobalt Won’t Slow Down EV Adoption

    by | Industrial
    Mentioned Companies: GM, TSLA

    In the past two years cobalt prices have more than tripled from roughly $25,000 per metric ton to more than $79,0001 in response to supply constraints anticipated as electric vehicles (EVs) continue to gain traction. In 2017, the Congo accounted for 58% of global cobalt production, explaining the fear that geopolitical instability will cause shortages. […]

  • autonomous-vehicle-adoption-forecast-banner

    In the Rear-View Mirror, Self-Driving Cars May Be Closer Than They Appear

    by | Industrial
    Mentioned Companies: FCAU, GM, GOOG, GOOGL, HMC, TSLA, TTM, VLKAY

    In the analysis that shaped our whitepaper, “Mobility-as-a-Service: Why Self-Driving Cars Could Change Everything,” ARK forecasted first, that commercial autonomous taxis would arrive in 2019 and second, that in the U.S. one out of every thousand miles, or 0.1%, would be driven autonomously by 2020, as shown below. Since that publication, Waymo and GM’s Cruise […]

  • ark-disrupt-issue-124-banner

    May mARKet Update Webinar

    by | Market Insights Webinar
    Mentioned Companies: AMZN, CRM, GOOG, MSFT, NTLA, SSYS, TSLA

    May mARKet update Spotlight: Market Review, the yield curve, and companies investing in the future.   ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion […]

  • ev-forecast-banner

    Auto Capital Spending Suggests That EV Forecasts Are Much Too Low

    by | Industrial
    Mentioned Companies: F, TSLA

    ARK’s research shows that for the past three years, electric vehicle (EV) forecasts have increased significantly, with a consensus forming recently around four million units for 2022. According to ARK’s research, global EV sales will be more than four times higher than expected, or roughly 17 million units. When ARK first forecast 17 million units […]

  • disruptive innovation research, oil peak, peak oil research, electric vehicle, ark invest, innovation research

    Will Global Oil Demand Peak Before 2020?

    by | Industrial
    Mentioned Companies: BMW, BP, NSANY, TSLA

    If current trends in the advancement of electric vehicle (EV) drivetrains and autonomous technology continue, oil demand could peak before the end of the decade. ARK’s research indicates that battery system costs will drop significantly, driving EV demand to levels that far exceed policymakers’ expectations. In addition, Uber-like autonomous taxi services will lower the price of […]

  • Electric Vehicles, Tesla, ARK Research, Parity Point

    2022: The Year Electric Vehicles Leave Gas Cars in the Dust

    by | Industrial

    UPDATE: This article has been updated as of October 17, 2016. The automotive industry is approaching a profound inflection point: by 2022 the demand for electric vehicles1 (EVs) will begin to outpace that for gasoline powered cars. As the cost of lithium-ion cells falls faster than most analysts have anticipated and the cost to manufacture traditional […]

  • Tesla Model 3

    Could the Tesla Model 3 Become the Cheapest Car on the Road?

    by | Industrial
    Mentioned Companies: TSLA

    ARK believes the advent of autonomous electric vehicles will change the economics of car ownership as we know it. For instance, if the Tesla Model 3 debuts with fully autonomous capability, it will effectively become the most affordable car on the road. The last section of Elon Musk’s Second Master Plan reads, “You will also […]

  • Tesla production efficiency, tesla production, tesla step function, tesla innovation, ark research

    Tesla’s Production Efficiency: The Next Moving Assembly Line

    by | Industrial
    Mentioned Companies: BMW, TM, TSLA

    Henry Ford revolutionized the transportation industry when he introduced the moving assembly line into his factories. It wasn’t the introduction of a new car, but the increase in production efficiency that changed the industry dynamics. It seems unimaginable that vehicle production efficiency has barely improved in the last 100 years. Because of the stasis in […]

  • supercharging, tesla, charging stations, electric vehicles, EVs, gas prices, oil, ark, ark investment management, ARKQ, ARKindu, industrial innovation,

    Update | Supercharger: A Charge Could Cost Half the Price of Gas

    by | Industrial
    Mentioned Companies: CCGI, TSLA

    This article on ‘Tesla Supercharger’ has been updated as of July 11, 2016. Last week, Tesla announced that Model 3 owners will pay for access to superchargers, most likely in the form of an upgrade package offered with purchase of the vehicle. Before the release of the Model 3, most Tesla owners had free access to […]

  • telsa, TSLA, battery, energy storage, lithium-ion battery, charging station, electric vehicle, EVs, alternative energy, arkq, arkindu, industrial innovation, ARK, ARK Investment Management, Innovation, ETF, Active management, thematic, investing, disruptive innovation, investment management

    Update: Tesla Could Sell a Million Vehicles Per Year by 2020

    by | Industrial
    Mentioned Companies: BMW, DDAIF, TSLA

    Elon Musk’s depiction of Tesla’s competitive positioning in the marketplace, highlighted in the company’s Q4 2015 earnings release, is very similar to an analysis that ARK Invest did 12 months ago to project likely demand for Tesla vehicles in 2020. In this piece we updated that analysis and its accompanying blog post to reflect 2015 […]

  • battery technology, tesla, free fall

    Tesla’s Battery Technology Powers its Moat – “Faster Than Falling.”

    by | Industrial
    Mentioned Companies: GM, TSLA

    Tesla’s improvements in its battery technology demonstrate the durability of its competitive lead even amidst new electric vehicle announcements from major manufacturers. The goal of ARK’s thematic research and investing is to assess the true signifiers of future value—often overlooked, ignored or misinterpreted—as companies seed disruptive innovation into the marketplace. On this basis, ARK believes […]

  • autonomous vehicle safety, Autonomous Vehicles, Safety, Autonomous Cars, ARK Invest, Tasha Keeney, Disruptive Innovation

    Autonomous Vehicles Will Reduce the Chances of Dying in an Auto Accident by over 80%

    by | Industrial
    Mentioned Companies: ALV, DLPH, GOOG, MBLY, TSLA

    While the autonomous vehicles are still in its infancy today, in the next decade autonomous vehicle safety will be one of the main reason for fast consumer adoption. The new technology used in such vehicles will reduce accident rates by more than 80%. The public health gain could be transformational. Every year automobiles claim more than 1.4 […]

  • Tesla Case Study, Tesla, disruptor, disruptive innovation, cars,

    Is Tesla A Real Disruptor? – An ARK Research Case Study

    by | Industrial
    Mentioned Companies: TSLA

    The ARK ecosystem was founded on the belief that transparent, collaborative, and interdisciplinary information flow will provide unique investment insights. A dedicated team of  Analysts and Portfolio Managers works closely with external Theme Developers1, who validate and support our theme-based research, to help us make better informed investment decisions. This Tesla case study shows the […]

  • Battery Pack System, Tesla, lithium-ion battery, electric car, cars, ARK, ARK Invest, Industrial Innovation

    Tesla’s Battery Pack System Will Almost Double its Range

    by | Industrial
    Mentioned Companies: TSLA

    The cost of Tesla’s  battery pack system is poised to decline rapidly, allowing the range of a Model S equivalent vehicle to hit 430 miles by 2019. As lithium-ion battery costs continue to decline, electric vehicles will drop in price and/or become more powerful. ARK estimates suggest Tesla paid an average of $400 per kWh […]

  • Residential Energy Storage, Tesla, battery, energy storage, powerwall, home energy, cost, ark, ark invest, ARKQ, industrial innovation, arkindu

    Tesla’s Residential Energy Storage: Uneconomic and Premature

    by | Industrial
    Mentioned Companies: ENOC

    In April, Tesla announced its Powerwall, an energy-system for homes and offices. Barring a change in business model, however, residential energy storage is unlikely to contribute meaningfully to Tesla’s revenue. Theoretically, if deployed at scale, Tesla’s Powerwall could save the US economy $26 billion annually. Charging at night and distributing power during the day, the […]

  • battery swaps, telsa, TSLA, battery, energy storage, lithium-ion battery, charging station, electric vehicle, EVs, alternative energy, arkq, arkindu, industrial innovation, ARK, ARK Investment Management, Innovation, ETF, Active management, thematic, investing, disruptive innovation, investment management

    Is Elon Musk Giving Up on Battery Swaps?

    by | Industrial
    Mentioned Companies: BMW, TSLA

    On Monday, March 16th, Elon Musk tweeted cryptically an update about the Tesla battery swaps 1 pilot program: Perhaps Elon will explain what he means by non-commercial traffic in greater detail during his “end range anxiety” announcement on March 19th. Until then, the tweet could be a sign that Tesla will not roll out a […]

  • fuel cell, energy storage, lithium-ion battery, battery, tesla, toyota, ARK, ARK Investment Management, Innovation, ETF, Active management, thematic, investing, disruptive innovation, investment management, andrew margrave, industrial innovation, arkindu, arkg

    UPDATE: Mirai vs. Tesla: Toyota’s Challenge with Fuel Cells

    by | Industrial
    Mentioned Companies: F, GM, NSANY, TM, TSLA

    UPDATE November 18, 2014: This post has been updated by ARK Thematic Analyst David Conway from its original form published on September 2, 2014 by ARK Thematic Analyst Intern Andrew Margrave. When the new Toyota  Mirai goes on sale in 2015, those who have access to a hydrogen fueling station will be able to purchase […]

  • tesla battery, telsa, TSLA, battery, energy storage, lithium-ion battery, charging station, electric vehicle, EVs, alternative energy, arkq, arkindu, industrial innovation, ARK, ARK Investment Management, Innovation, ETF, Active management, thematic, investing, disruptive innovation, investment management

    Tesla Battery System Costs Will Drop 40% by 2020

    by | Industrial
    Mentioned Companies: GM, NSANY, PCRFY, TSLA

    Tesla claims that the economies of scale associated with its Gigafactory will drive the cost of lithium-ion tesla battery pack systems down more than 30% by 2017. Contrary to conventional wisdom, the decline extends well beyond the battery itself: the breakthroughs will be in the system costs of the battery pack. Battery prices have been […]

  • performance comparisons, most powerful battery, tesla, tesla battery

    Tesla Model S @ $80,000: What a Deal!

    by | Industrial
    Mentioned Companies: BMW, GM, NSANY, TSLA

    Tesla’s Model S stands out among electric vehicles (EVs)… and, not just for looks! Of the top ten selling EVs in the United States, the Model S has the most powerful battery – 85 kWh. As shown in the chart below, in performance comparisons all other EV batteries are one-third its size, at the most.1 Why […]

  • EV market, EV market tesla, EV market research

    EV Market: Tesla Has Lots of Room to Run

    by | Industrial
    Mentioned Companies: TSLA

    Today Tesla’s  electric vehicles (EV) barely register as a percent of the luxury car market, let alone the overall car market. Because growth in the EV market has barely begun, Tesla has lots of room to run, especially if it increases market share. We predict that the EV market will grow rapidly as technological advances […]

  • Range Anxiety, telsa, TSLA, battery, energy storage, lithium-ion battery, charging station, electric vehicle, EVs, alternative energy, arkq, arkindu, industrial innovation, ARK, ARK Investment Management, Innovation, ETF, Active management, thematic, investing, disruptive innovation, investment management

    Range anxiety: Is It Too Soon to Buy a Tesla?

    by | Industrial
    Mentioned Companies: AVAV, BAMXY, GM, NSANY, TSLA

    Range anxiety —the concern that an electric vehicle (EV) will become stranded because it has run out of electricity—is becoming a non-issue. With today’s infrastructure, the map below should instill “range confidence” in any consumer considering an electric vehicle (EV). The main issue with today’s charging infrastructure is not the number of chargers. The problem […]

  • telsa, battery, lithium-ion battery, charging stations, industrial innovation, arkindu, gigafactory, battery production, elon musk, ARK, ARK Investment Management, Innovation, ETF, Active management, thematic, investing, disruptive innovation, investment management

    Does Tesla’s Gigafactory Make Sense?

    by | Industrial
    Mentioned Companies: DAI, EVK, PCRFY, TSLA, VLKAY

    Tesla is going to need a Gigafactory to meet growing electric vehicle demand. Tesla plans to produce 500,000 cars in 2020 and announced it will build a $5 billion Gigafactory to supply it with lithium-ion batteries. As production scales, the cost of the battery packs should drop “by more than 30%,” according to Tesla. By […]