BofA Securities analyst John Murphy maintains $Tesla (TSLA.US)$ with a buy rating, and maintains the target price at $265.
According to TipRanks data, the analyst has a success rate of 53.3% and a total average return of 6.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Tesla (TSLA.US)$'s main analysts recently are as follows:
Tesla has reported Q3 non-GAAP EPS of 72c, surpassing estimates, which is attributed to a comprehensive beat, primarily due to a stronger Auto gross profit and an increase in regulatory credits. In light of this, estimates for EPS have been modestly raised to reflect the improved gross margin in Q3 resulting from reduced raw material costs, the Cybertruck production increase, efficient execution and cost reduction, along with regulatory credits and a higher production volume.
Tesla reported enhanced gross margins for Q3 and reaffirmed its anticipation of vehicle volume growth in 2024, along with a 20%-30% increase in deliveries for 2025. Analyst commentary suggests that the earnings report presents an incremental positive, especially with the stronger-than-anticipated margins. Nevertheless, prevailing discussions focus on Tesla's ability to achieve its full self-driving performance and vehicle delivery growth projections for 2025, as well as the durability of its margins.
The firm is adjusting its estimates upwards post-Tesla's 'robust' third-quarter outcomes, spotlighting auto margins that exceeded expectations and improved sequentially. This performance is attributed to reduced costs and the anticipation of more affordable vehicle models slated for release in the first half of 2025, coupled with projections of 20%-30% growth in vehicle sales for the year 2025, which are among the significant optimistic factors.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
美銀證券分析師John Murphy維持$特斯拉 (TSLA.US)$買入評級，維持目標價265美元。
根據TipRanks數據顯示，該分析師近一年總勝率為53.3%，總平均回報率為6.5%。
此外，綜合報道，$特斯拉 (TSLA.US)$近期主要分析師觀點如下：
特斯拉報告了第三季度72美分的非通用會計每股收益，超出預期，這主要歸因於全面超預期表現，主要是由於較強的汽車毛利潤和監管信貸增加。鑑於此，預期每股收益已經小幅提高，以反映第三季度由於原材料成本降低、Cybertruck產量增加、高效執行和降低成本、監管信貸以及更高生產成交量帶來的改善毛利率。
特斯拉報告了第三季度增強的毛利率，並重申了其對2024年車輛成交量增長的預期，以及2025年交付量增加20%至30%的預期。分析師評論表明，業績報告呈現出遞進的積極性，特別是強於預期的毛利率。然而，當前討論集中在特斯拉實現其2025年完全自動駕駛性能和車輛交付增長預期的能力，以及毛利率的穩固性。
該公司正在調整其預期，以反映特斯拉'強勁'的第三季度業績，重點關注超出預期的汽車毛利率和順利改善。這一表現歸因於成本降低和預計將於2025年上半年發佈更實惠的車型，以及預計2025年車輛銷售將增長20%-30%的預測，這些是重要的樂觀因素之一。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
