On Oct 24, major Wall Street analysts update their ratings for $Tesla (TSLA.US)$, with price targets ranging from $120 to $310.
Morgan Stanley analyst Adam Jonas maintains with a buy rating, and maintains the target price at $310.
Goldman Sachs analyst Mark Delaney maintains with a hold rating, and adjusts the target price from $175 to $250.
BofA Securities analyst John Murphy maintains with a buy rating, and sets the target price at $265.
Barclays analyst Dan Levy maintains with a hold rating, and maintains the target price at $220.
UBS analyst Joseph Spak maintains with a sell rating, and maintains the target price at $197.
Furthermore, according to the comprehensive report, the opinions of $Tesla (TSLA.US)$'s main analysts recently are as follows:
Tesla's third-quarter non-GAAP earnings per share surpassed expectations, coming in noticeably ahead of the consensus. The comprehensive beat was primarily attributed to a robust auto gross profit and a rise in regulatory credits. Post-earnings, there is an anticipation of a modest increase in earnings estimations, informed by a better gross margin in the third quarter. This improvement is thought to stem from decreased raw material costs, the Cybertruck production increase, effective cost management, the benefit of regulatory credits, and a surge in volume.
Tesla reported improved gross margins for Q3 and has reaffirmed its anticipation of vehicle volume growth in 2024, along with a 20%-30% increase in deliveries by 2025. Analysts suggest that the earnings report presented an incremental positive due to the stronger than anticipated margins. Nevertheless, ongoing discussions revolve around Tesla's ability to achieve its full self-driving performance and vehicle delivery expansion goals for 2025, as well as the enduring nature of its profit margins.
After Tesla reported third-quarter margins that substantially exceeded the consensus, and indicated fourth-quarter volumes that could reach approximately 515,000 units compared to the market's expectation of around 495,000, expectations for future sales volume growth are being set at 20%-30% by 2025. Despite the challenges in forecasting this growth due to sparse information regarding new models and the unpredictability of Cybertruck expansion, it is anticipated that market estimates may increase based on this guidance.
Tesla experienced a rise in share value following the announcement of quarterly results, which included an auto gross margin excluding EV credits that surpassed expectations, along with a forecast of 20%-30% delivery growth by 2025. Additionally, it was noted that there was approximately a 150 basis point margin benefit from the Full Self-Driving (FSD) release. It was also observed that there was a roughly 3.4% decline in pricing quarter-over-quarter, excluding FSD.
Here are the latest investment ratings and price targets for $Tesla (TSLA.US)$ from 18 analysts:
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美東時間10月24日，多家華爾街大行更新了$特斯拉 (TSLA.US)$的評級，目標價介於120美元至310美元。
摩根士丹利分析師Adam Jonas維持買入評級，維持目標價310美元。
高盛集團分析師Mark Delaney維持持有評級，並將目標價從175美元上調至250美元。
美銀證券分析師John Murphy維持買入評級，目標價265美元。
巴克萊銀行分析師Dan Levy維持持有評級，維持目標價220美元。
瑞士銀行分析師Joseph Spak維持賣出評級，維持目標價197美元。
此外，綜合報道，$特斯拉 (TSLA.US)$近期主要分析師觀點如下：
特斯拉第三季度的非通用會計淨收益超出預期，明顯高於共識。這一全面超出主要歸因於強勁的汽車毛利潤和監管信用的上升。在發佈盈利報告後，人們期待第三季度毛利率的提升將帶來盈利預期的適度增加。這一改善被認爲源於原材料成本的降低、Cybertruck產量的增加、有效的成本管理、監管信用的好處以及成交量的激增。
特斯拉報告顯示第三季度毛利率改善，並重新確認了2024年車輛成交量增長的預期，以及到2025年交付量增加20%-30%的預期。分析師表示，由於較預期更強勁的利潤率，盈利報告帶來了增量積極性。然而，持續的討論圍繞着特斯拉能否實現2025年全自動駕駛績效和車輛交付擴張目標，以及其利潤率的持久性。
在特斯拉報告公佈大大超出共識的第三季度毛利率後，並指出第四季度的成交量可能達到約515,000輛，而市場預期約爲495,000輛，對未來銷售成交量增長的期望被設定爲到2025年增長20%-30%。儘管由於有關新車型的信息稀缺以及Cybertruck擴張的不可預測性，預測這種增長的挑戰仍然存在，但預計根據這一指導，市場預估可能將會增加。
特斯拉宣佈季度業績後股價上漲，其中汽車毛利率（不包括電動汽車信用）超出預期，同時預測到2025年交付量將增長20%-30%。此外，據悉，來自全自動駕駛（FSD）發佈的大約有150個點子的利潤增益。還觀察到季度間價格下降約3.4%，不包括FSD。
以下爲今日18位分析師對$特斯拉 (TSLA.US)$的最新投資評級及目標價：
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