Deutsche Bank analyst Edison Yu maintains $Tesla (TSLA.US)$ with a buy rating, and maintains the target price at $295.
According to TipRanks data, the analyst has a success rate of 28.3% and a total average return of -12.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Tesla (TSLA.US)$'s main analysts recently are as follows:
Tesla's third-quarter non-GAAP EPS of 72c exceeded expectations, surpassing both the anticipated 59c and the consensus of 60c. This impressive performance was largely attributed to an increase in Auto gross profit and a rise in regulatory credits. Subsequent to the earnings report, projections for the company's EPS have been adjusted upwards modestly, reflecting improved gross margins in the third quarter. Factors contributing to this margin enhancement include reduced raw material costs, the ramp-up of Cybertruck production, efficient execution and cost reductions, the impact of regulatory credits, and higher production volumes.
The company has reported an improvement in gross margins for Q3 and has conveyed expectations for vehicle volume growth in 2024, with a forecast for delivery increases of 20%-30% in 2025. Analyst commentary suggests that the earnings report presents a modest positive development, particularly with margins exceeding expectations. Nevertheless, ongoing discussions hinge on whether the company will achieve its full self-driving performance objectives and vehicle delivery growth targets for 2025, as well as the durability of its profit margins.
Estimates for Tesla have been raised, particularly for 2024, in light of the company's strong performance in the third quarter and the expectation of a robust conclusion to the year for both its automotive and energy storage divisions. The anticipated improvements in margin into 2025 are likely to be driven by factors such as the Cybertruck, developments in China's energy storage market, and the progress of the 4680 battery production. The company is expected to pass on the majority of its automotive cost savings to stimulate further growth.
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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德意志銀行分析師Edison Yu維持$特斯拉 (TSLA.US)$買入評級，維持目標價295美元。
根據TipRanks數據顯示，該分析師近一年總勝率為28.3%，總平均回報率為-12.5%。
此外，綜合報道，$特斯拉 (TSLA.US)$近期主要分析師觀點如下：
特斯拉第三季度非通用會計準則每股收益爲72美分，超出預期，超過預期的59美分和共識的60美分。這一令人印象深刻的表現主要歸因於汽車毛利潤的增加和監管信用的增加。在收益報告發布後，公司的每股收益預測已經適度上調，反映了第三季度的毛利率改善。貢獻於這一利潤率提升的因素包括減少原材料成本、Cybertruck生產的加速、高效執行和成本降低、監管信用的影響以及更高的生產量。
公司報告稱第三季度毛利率有所改善，並表示預計2024年車輛銷售量將增長，預測2025年交付量將增加20%-30%。分析師評論表明，收益報告呈現了積極的發展，尤其是利潤率超出預期。然而，持續討論重點在於公司是否會在2025年實現完全自動駕駛的目標和車輛交付量增長目標，以及其利潤率的持久性。
鑑於特斯拉第三季度表現強勁，以及對其汽車和能源存儲部門在年底有一個強有力的結局的期望，特斯拉的估值特別是2024年的預期已經提高。到2025年利潤率的預期改善可能受到Cybertruck、中國能源存儲市場的發展以及4680電池生產進展等因素的推動。預計公司將把大部分汽車成本節省的部分傳遞給刺激進一步增長。
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