CCORF analyst George Gianarikas maintains $Tesla (TSLA.US)$ with a buy rating, and adjusts the target price from $278 to $298.
According to TipRanks data, the analyst has a success rate of 43.8% and a total average return of 1.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Tesla (TSLA.US)$'s main analysts recently are as follows:
Following Tesla's Q3 report, where non-GAAP EPS surpassed expectations, attributed to a comprehensive beat mainly driven by a stronger Auto gross profit and elevated regulatory credits, there has been a slight increase in EPS estimates. This adjustment is due to an improved gross margin in Q3 resulting from reduced raw material costs, the Cybertruck production increase, execution and cost reduction initiatives, and higher sales volume.
The company has showcased better gross margins in its third-quarter report and has maintained its forecast for vehicle volume growth in 2024, along with a 20%-30% increase in deliveries anticipated for 2025. The recent earnings announcement is seen as a modest positive development, reflecting unexpectedly robust margins. Nevertheless, ongoing discussions revolve around the company's ability to achieve its full self-driving performance objectives and the growth targets for vehicle deliveries in 2025, as well as the durability of these profit margins.
Expectations for Tesla's performance in 2024 have been raised to account for the company's strong third-quarter results and the projected robust conclusion to the year for its automotive and energy storage divisions. The anticipated advances with the Cybertruck, energy storage in China, and the progression of the 4680 battery technology are seen as potential enhancers of the company's profit margins through 2025. The company is also expected to extend most of its automotive cost reductions towards driving further growth.
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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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CCORF分析師George Gianarikas維持$特斯拉 (TSLA.US)$買入評級，並將目標價從278美元上調至298美元。
根據TipRanks數據顯示，該分析師近一年總勝率為43.8%，總平均回報率為1.6%。
此外，綜合報道，$特斯拉 (TSLA.US)$近期主要分析師觀點如下：
特斯拉發佈第三季度報告後，非GAAP每股收益超過預期，主要歸因於較強的汽車毛利潤和提高的監管信用額，全面超出預期，導致每股收益預期稍有增加。這一調整是由於第三季度毛利率的改善，這是由於原材料成本降低、Cybertruck產量增加、執行和成本削減舉措以及更高的銷售成交量所導致的。
公司在其第三季度報告中展示了更好的毛利率，保持了對2024年車輛銷量增長的預測，並預計2025年交付量將增加20%-30%。最近的收益公告被視爲一個溫和的積極發展，反映出意外強勁的利潤率。然而，目前的討論重點是公司能否實現其全自動駕駛性能目標以及2025年車輛交付目標的增長，以及這些利潤率的持久性。
對特斯拉在2024年的表現期望已經提升，以應對公司強勁的第三季度業績和汽車及能源儲存部門年底預計堅挺的結局。對Cybertruck、中國能源存儲以及4680電池技術的預期進展被視爲潛在增強公司利潤率的因素，直至2025年。預計公司也將大部分汽車成本削減延伸至推動進一步增長。
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