Tesla, Inc. (TSLA)
Tesla's Growth to Come From 'Multiple New Models'. The Stock Is Down.
Investors are still mulling over what Tesla CEO Elon Musk's recent growth comments about 2025 mean for shares of the EV maker.
What's Going on With Tesla Stock?
A fantastic quarter has Tesla stock investors excited about the future.
Tesla's Profit Margins Soared. Here's Why That's Unlikely to Persist.
The EV company is increasingly focusing on sales growth, which could leave profit margins at risk.
Tesla: Dismantling the 2025 Bear Case (Debunking 5 Myths)
Tesla is one of the biggest battleground stocks on Wall Street. However, details from its third-quarter earnings report suggest that bears are on the wrong side of the trade.
Elon Musk Is Making Tesla Great Again (Technical Analysis)
Tesla, Inc.'s technical analysis is overwhelmingly positive across all time frames, indicating strong bullish momentum and support levels, making it a buy. Despite modest Q3 earnings, CEO Elon Musk's 2025 growth estimates significantly boost Tesla's outlook, justifying its current valuation. The stock's P/E and P/S ratios are historically low for Tesla, making the valuation more reasonable given the projected growth.
Great News for Tesla Stock Investors
The company delivered fantastic quarterly financial results.
Tesla Outperforms In The Face Of Global Automotive Decline (Rating Upgrade)
Tesla, Inc.'s Q3 '24 earnings exceeded expectations with strong revenue growth and margin improvements, driven by energy generation & storage. Tesla may realize significant economies of scale through the release of its Cybercab and its low-cost models. Margins may compress in the near-term as the firm ramps up production. Tesla is nearing the completion of an entirely independent autonomous ecosystem driven by its internally developed AI.
Tesla: A Rare Opportunity Presents Itself (Rating Upgrade)
Tesla, Inc.'s Q3 2024 report and Robotaxi event provided enough insights and details to allow proper valuation of the segment. Most business segments are revised up in my intrinsic valuation, both in terms of growth and profitability. The energy segment shows exponential growth both in terms of sales and gross margins. This should be a core driver moving forward.
Tesla's robotaxi dreams will start small, these analysts say
Tesla has promised a fleet of Cybercabs by 2026 and millions of the robotaxis at some point in the future, but analysts at Deutsche Bank sought to temper expectations and map out how a Cybercab rollout could happen.
Tesla Stock Soars On Surprise Earnings Beat: Buy, Sell, Or Hold?
Tesla, Inc.'s stock has surged 26% in 2 days, after Q3 earnings beat consensus expectations, and management provided an optimistic vehicle growth outlook of 20-30% for next year. From a technical perspective, Tesla has broken out above a key resistance level, and looks primed for a momentum-driven run into the $300s going into year-end and 2025. Despite positive business momentum, TSLA's 5-year expected CAGR return has dropped to ~10%. And potential economic headwinds justify maintaining a “Hold” rating.
Tesla: Uncertain Return Profile At These Frothy Levels
Tesla, Inc. has demonstrated its ability to remain an EV market leader, attributed to the lower COGS/ASPs and expanding profit margins in Q3 '24. Tesla management has also reiterated their mass-market model deliveries from H1 '25 onwards, with it likely to trigger higher volume sales as borrowing costs moderate. Even so, TSLA offers an uncertain return profile at a triple-digit FWD P/E, despite the promising long-term prospects in the EV/robotaxi/humanoid robot end markets.
Takeaways From Tesla's Q3: Interest Rate Tailwinds And Energy Expansion
Tesla, Inc. remains profitable despite sector struggles, with plans to launch affordable vehicles in 2025 and expecting 20-30% vehicle sales growth. The company is reshaping its business model with a focus on autonomous ride-hailing and energy storage, driven by FSD and Megapack production. Lower interest rates and increased energy demand from tech firms could boost sales and prompt revenue estimate revisions, enhancing TSLA's growth prospects.
