Bernstein analyst Toni Sacconaghi maintains $Tesla (TSLA.US)$ with a sell rating, and maintains the target price at $120.
According to TipRanks data, the analyst has a success rate of 56.9% and a total average return of 6.2% over the past year.
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 EPS of 72c surpassed expectations, which were notably lower, indicating a comprehensive beat mainly propelled by a robust Auto gross profit and an uptick in regulatory credits. Subsequent to the earnings report, projections for EPS have been modestly elevated, reflecting an enhanced gross margin in the third quarter. This improvement is attributed to reduced raw material costs, the progression of the Cybertruck, operational execution and cost reduction efforts, along with an increase in regulatory credits and volume.
The company showcased stronger gross margins in its Q3 report and maintained its forecast for vehicle volume growth in 2024, as well as a 20%-30% increase in deliveries for 2025. The recent earnings report is seen as incrementally positive, particularly due to the stronger-than-anticipated margins. Nevertheless, ongoing discussions are focusing on the company's ability to achieve its full self-driving performance and vehicle delivery growth objectives for 2025, along with the durability of its margins.
Estimates for Tesla have been raised, especially for 2024, to mirror the stronger-than-expected performance in the third quarter and the projection of a solid finish for the year in the automotive and energy storage segments. The impending release of the Cybertruck, developments in China's energy storage market, and advancements in the 4680 battery production are anticipated to enhance the company's profit margins through 2025. Analysts predict that Tesla will transfer the majority of its automotive cost savings to promote growth, with expectations of a heightened valuation for its robotaxi prospects as the company's plans become more concrete.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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聯博集團分析師Toni Sacconaghi維持$特斯拉 (TSLA.US)$賣出評級，維持目標價120美元。
根據TipRanks數據顯示，該分析師近一年總勝率為56.9%，總平均回報率為6.2%。
此外，綜合報道，$特斯拉 (TSLA.US)$近期主要分析師觀點如下：
特斯拉第三季度非公認會計准則每股收益爲72攝氏度，超出預期，明顯降低，這表明全面增長主要是由強勁的汽車毛利潤和監管信貸的增加推動的。業績發佈後，對每股收益的預測略有上升，這反映了第三季度毛利率的提高。這種改善歸因於原材料成本的降低、Cybertruck的進展、運營執行和成本削減工作，以及監管信貸和數量的增加。
該公司在第三季度報告中顯示了更強勁的毛利率，並維持了對2024年汽車銷量增長的預測，2025年交付量將增長20％-30％。最近的收益報告被認爲是逐步向好的，特別是由於利潤率強於預期。儘管如此，正在進行的討論仍集中在該公司實現2025年全面自動駕駛性能和車輛交付增長目標的能力以及利潤率的持續性上。
已經提高了對特斯拉的預期，尤其是對2024年的預期，這反映了第三季度的表現強於預期，以及汽車和儲能領域對今年業績穩健的預測。預計到2025年，Cybertruck即將推出的Cybertruck、中國儲能市場的發展以及4680電池產量的進步將提高該公司的利潤率。分析師預測，特斯拉將把節省的大部分汽車成本用於促進增長，隨着公司的計劃變得更加具體，預計其robotaxi前景的估值將提高。
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