Itay Michaeli
Equity Analyst | TD Securities
Itay Michaeli is a Senior Analyst at TD Cowen specializing in equity research coverage of the U.S. autos and mobility sector, with particular expertise in electric vehicles and auto parts. He covers major automotive companies including Tesla and has earned attention for high-profile calls such as significantly upgrading Tesla’s price target from $180 to $388. Michaeli joined TD Cowen in 2024 after spending over two decades covering the automotive sector, establishing a reputation for deep industry knowledge and quantitative modeling. He is recognized for applying proprietary data analytics to vehicle demand forecasting and maintains FINRA registrations relevant to his analyst role