Will Tesla's "lucky month" come again? Will the strong performance in November continue?

On October 24th, Eastern Time, American electric vehicle (EV) giant Tesla's stock price surged by 22% in response to the good performance in the 3rd quarter, marking the best daily stock price increase in the past 11 years. Tesla also reclaimed its position in the top 10 market capitalizations of American stock market. Additionally, with the sharp rise in stock price, Musk's net assetsincreased significantly in the past 11 years with the highest daily stock price increase rate.recorded the highest daily stock price increase ratereturned to the top 10 in the market capitalization of the American stock market. Additionally, with the rapid increase in stock price, Musk's net assetsIn one night, it became $33.5 billion.increased, a total of 270.3 billion dollarsIs becoming.

Following the financial results, the electric pickup truck 'Cybertruck' achieved profitability for the first time, and the CEO of mask announced a bullish statement of increasing next year's passengers carried by 20-30%. This has accelerated buying. However, Wall Street analystsrevised their target stock price for tesla,Opinions are divided.

bullish advocates
Analyst at Wedbush, Mr. Ives, The target stock price is $300.And predicted a potential increase of over 40% from Wednesday's closing price. He believes that based on the performance of this quarter, over the next few years, continuing to increase the net margin by transitioning to AI and FSD.

Morgan Stanley analyst Adam Jonas raised the target price for Tesla to $310, Raising it, the size of the positive deviation in performance surprised investors.There is a possibility that profit forecasts will hit the bottom this quarter.stated that.

Piper Sandler analyst, Mr. Alexander Potter, maintains an "overweight" rating on Tesla.Potter raised the target stock price to $310.and.He raised it to $310.as Tesla's third-quarter earnings showed "unexpectedly good performance".He believes. "There is room for growth."According to Dow Inc, JP Morgan mentioned that

Bearish
JP Morgan analyst Ryan Brinkman stated, "The magnitude of this profit improvement seems to have caught investors off guard. However, the revenue from regulatory credits was nearly at a record high, and the benefits to working capital were unusually significant, which contributed to the performance and cash flow improvement in the third quarter.The unsustainable factors behind the improvement.Had a cautious opinion that there are several things. Investors should not focus too much on the "soaring" stock price of Tesla after the financial results, as the market's rise is driven by performance."unsustainable"pointed out.

What are the key points to focus on? The next move after masks.
● While policy uncertainty increases, masks strong support Trump in fierce battles in 7 states, PAC in America. If Trump wins in November, there will be a certain increase in investment interest in Tesla. Mr. Trump has already in August stated,I am in favor of EVs."I have no choice. Elon has shown strong support for me. So, there is no room for choice," he said.

Mask CEO has indicated that production of a robot taxi dedicated vehicle called 'Cybercab' will commence in 2026.entering mass production phase、200-day moving averageand ultimately aiming for over 4 million units.indicated the direction. The CEO also plans to release the Cybercab beforethe launch of the Cybercab.By 2025, Tesla will commence the distribution of unsupervised self-driving FSD in California and Texas on a limited basis.It was also announced that the future development of RoboTaxi and FSD should continue to be of interest to investors.

Tesla plans to launch "Full Self-Driving" in the first quarter of September 2025.In China and Europe, they mentioned that it is currently pending regulatory approval. By the end of the year, investors should continue to pay attention to the progress of FSD regulations.They stated that they plan to start (Full Self-Driving), currently awaiting regulatory approval. By the end of the year, investors will also need to monitor the pace of FSD regulatory progress.