Billionaire Investor Ron Baron Says, “The Time To Buy Tesla Stock Is Now,” On Predicted Rapid FSD Growth

Billionaire Investor Ron Baron Says, “The Time To Buy Tesla Stock Is Now,” On Predicted Rapid FSD Growth AJ Tiarsmith Wed, September 16, 2026 at 3:55 PM GMT+2 4 min read TSLA Quick Read Baron, holding $5 billion in TSLA, urges buying now, citing 11 million FSD users with 55% year-over-year adoption growth. Polymarket bettors assign 66% odds to a Tesla-SpaceX merger by December 2027, while Baron refused to reveal what he told Musk about it. Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor) Asked on CNBC's Squawk Box how he felt about a potential SpaceX bid for Tesla, billionaire investor Ron Baron revealed he had already walked Elon Musk through the arguments for and against folding the two companies together.

Then he refused to share them. "I don't want to say," Baron told the anchor when pressed, before pivoting to a full-throated pitch for Tesla ( NASDAQ:TSLA ) shares. Shutterstock TSLA Price Target — 24/7 Wall St.

The silence matters because of the size of the position behind it. Baron Capital holds $25 billion of SpaceX and roughly $5 billion of Tesla, and Baron said $30 billion of the $71 billion in profits his firm has generated for clients came from Elon Musk investments. No public investor is more exposed to what Musk decides next.

Why Baron Says Buy Tesla Now Baron's bull case rests on Full Self-Driving. He told viewers 11 million people now use FSD, with 55% year-over-year growth in new adoption, and argued Tesla's market share is expanding as legacy automakers pull back on EVs. He offered a personal demo as color: his Model S drove itself around his East Hampton property, opening the garage and gate, making turns, and stopping for ducks crossing the road.

Tesla's own numbers support the trajectory. In Q2 2026, active FSD subscriptions reached 1. 48 million, up 56% year-over-year, and the FSD attach rate exceeded 55% of new North American deliveries.

On the July 22 call, Musk described FSD as "a significant demand driver" and added: "I think for a lot of people, they're actually buying Tesla full self-driving with a car attached as opposed to a car with FSD. " Learn 13 Major Retirement Mistakes and Ways To Avoid Them One investment mistake could create big risks for your retirement. Many investors make the same critical errors: being too conservative, making big bets on "sure things," or paying excessive fees.

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Tesla has logged more than 380,000 miles of unsupervised Robotaxi service across six cities with zero notable incidents, and Musk said the miles are growing at more than 10% a week. Autonomy chief Ashok called it "literally exponential. " Story Continues TSLA Price Scenario — 24/7 Wall St.

Merger Odds the Market Is Already Pricing While Baron stayed quiet, Polymarket is loud. Bettors put a Tesla-SpaceX merger announcement at 66% by December 31, 2027 and 57. 5% by June 30, 2027, on more than $600,000 of volume.

Two days before Baron's appearance, Jim Cramer said on Mad Money that his only solution for Tesla is that SpaceX buy it. TSLA Prediction Tracker — 24/7 Wall St. The pressure is visible in the stock.

Tesla trades at $357. 83 and is down 20. 43% year to date, even as Q2 revenue rose 25.

52% year-over-year to $28. 24 billion. Operating margin compressed to 1.

4% and free cash flow swung to negative $1. 09 billion as capex more than doubled. TSLA Earnings Explorer — 24/7 Wall St.

Help Avoid These 13 Retirement Mistakes Before They Derail Your Future One investment mistake could create big risks for your retirement. Many investors make the same critical errors: being too conservative, making big bets on "sure things," or paying excessive fees. Any of those blunders can endanger your hard-earned savings.

Now you can learn the mistakes even experienced investors make (and ways you can sidestep them before it's too late) with this new guide: 13 Retirement Mistakes and How to Avoid Them from Fisher Investments. (sponsor) Contact editorial@247wallst. com for any questions or corrections.