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-- 156.060 Tesla stock to rise another 20%? October Q3 customer deliveries + Robo-taxis, will it become a new catalyst?
● Announcement of Q3 2024 customer deliveries (scheduled for October 2nd)
● Robo-Taxi announcement event (October 10th)
● Q3 2024 earnings announcement (scheduled for October 16th)
This week, $Tesla (TSLA.US)$Stocks rose 9%. Long-awaitedRobo taxi 'Cybercab'will be announced next month, in addition to thatThere are high expectations for a significant increase in customer deliveries in the third quarterresulting in an increase in stock price and turning into positive territory to offset the year-to-date declineSince early August, the company's stock price has sharply recovered, and investors are increasingly confident that the economy will achieve a soft landing, soit has surged more than 20% in the past monthここ1ヵ月で20％以上も急上昇した。
The company's options trading is becoming very active. Tesla is now, accounting for 17% of the total S&P 500 options trading volume, surpassing 14% $NVIDIA (NVDA.US)$ . In addition, Goldman Sachs analyst is recommending the purchase of Tesla call options ahead of Tesla's 3rd quarter customer deliveries announcement on October 2nd and the Robo-Taxi event on the 10th.Goldman Sachs analyst.On the 25th, ahead of Tesla's Q3 customer deliveries announcement on October 2nd and the RoboTaxi event on the 10th,Recommend buying Tesla call optionsIs
Along the timing of the previous third quarter customer delivery disclosures, the market expects Tesla to announce its customer delivery numbers on October 2nd. According to FactSet,Market consensus estimatesでは、Tesla's customer deliveries in the third quarter were 0.462 million units, a 6% increase compared to the same period last year.。
TeslaThe second quartercustomer deliveries were 0.444 million vehicles, exceeding the market estimate of 0.439 million vehicles. Analystshighlighted that sales exceeding expectations in China and the USA contributedto this.
● Customer deliveries in the third quarter are approximately 0.47 million vehicles = Barclays
BarclaysAccording to analyst Dan Ives, based on July electric vehicle (EV) passenger sales and August registration and production data in Europe and china, Tesla's third-quarter customer deliveriesare approximately 0.47 million vehicles, exceeding the market estimate of 0.461 million vehicles.。
BarclaysAccording to analyst Dan Ives, based on July electric vehicle (EV) passenger sales and August registration and production data in Europe and china, Tesla's third-quarter customer deliveriesare approximately 0.47 million vehicles, exceeding the market estimate of 0.461 million vehicles.。
Mr. Levy also mentioned that the growth in passengers carried in the third quarter.mostly led by chinaAdded below. According to the official announcement, Tesla's sales in China made a strong recovery in August this year.
●In the third quarter, customer deliveries in China reached an 'all-time high quarter' = Piper Sandler
Piper SandlerAnalyst Alexander Potter commented on Tesla第3四半期納車台数を約0.459 million台、通年では1.75 million台と予想している。ポッター氏はIn China, there is a high possibility that Tesla will achieve its all-time high quarter in the third quarter of this year.。欧州での販売は弱いが、電動ピックアップトラック『サイバートラック（Cybertruck）』の納入が米国での需要を支えている」と指摘した。
Piper SandlerAnalyst Alexander Potter commented on Tesla第3四半期納車台数を約0.459 million台、通年では1.75 million台と予想している。ポッター氏はIn China, there is a high possibility that Tesla will achieve its all-time high quarter in the third quarter of this year.。欧州での販売は弱いが、電動ピックアップトラック『サイバートラック（Cybertruck）』の納入が米国での需要を支えている」と指摘した。
●Approximately 0.48 million units of customer deliveries in the third quarter = Baird
Ben Kallo, an analyst at Baird, stated that Tesla's customer deliveries in the third quarter exceeded market expectations,about 0.48 million unitsIt is expected to reach.
Ben Kallo, an analyst at Baird, stated that Tesla's customer deliveries in the third quarter exceeded market expectations,about 0.48 million unitsIt is expected to reach.
The analyst said, "Tesla's short-term outlook is attractive. Analyzing insurance registration data in China, communication with investors, and other third-party data suggests that customer deliveries are strong."
●Tesla is expected to have an 8% increase in customer deliveries in the third quarter compared to the same period last year, according to UBS.
UBS maintained a "sell" rating on Tesla stock with a target price of $197.
UBS maintained a "sell" rating on Tesla stock with a target price of $197.
In a research note, UBS analysts expect Tesla's third-quarter passenger car sales to increase by approximately 8% year-on-year to about 0.47 million units. UBS believes that the market isand emphasized that the deployment of energy storage systems was unstable.It was emphasized that the deployment of energy storage systems was unstable.It was emphasized that the deployment of energy storage systems was unstable.
Tesla is scheduled to hold a public event for the unveiling of the Cybercab robotaxi on October 10th.In addition to announcing the progress of self-driving technology and business outlook, dedicated vehicles for unmanned taxi services are expected to be unveiled.。
Analysts believe that Tesla's growth is heavily reliant on the execution capabilities of its AI projects, especially.ロボタクシーと人型ロボット「オプティマス（Optimus）」に依存すると広く見ており、電気自動車（EV）の販売低迷で株価が支えられている理由とされている。
分析によると、The announcement of the Robotaxi is said to be a crucial turning point for Tesla.。同社は従来の自動車製造から自動運転技術に焦点を移し、そのサポートの一部をスーパーコンピューターシステムDependent on 'Dojo'.Is
Tesla CEO entrusts the future of the company to the ability to solve self-driving issues and hopes to deploy the advanced driving assistance system 'FSD (Full Self-Driving)' in Europe and China by 2025 once approval is obtained from regulatory authorities.
On the other hand, Goldman Sachs analyst Mark Delaney reiterated his 'hold' rating and a target stock price of $230 for Tesla on the 23rd.Details provided by Mr. Musk at the autonomous taxi launch event are extremely important as highlighted.I did.
The main areas of focus for investors include the schedule until the launch of robot taxis for commercial operation (technological preparation, operation/regulation, etc.) and business prospects (including Tesla's cost structure compared to other competitors).
In addition to robotaxis, investors are paying attention at this event.Whether Tesla will announce a more affordable new modelThis new model may become a topic of the robotaxi unveiling event next month.
Regarding this, Mr. Delaney pointed out that whether Tesla will provide more details or announce a new low-cost car at the October 10th event is a topic widely discussed among investors.
Barclays analyst, Mr. Dan Levy, suggested that if Tesla's stock price rises after the robotaxi announcement, there is a possibility of further price increase.If Tesla's stock price rises after the RoboTaxi announcement, there is a possibility that the stock price will further increase.pointed out.
"At least for now, it indicates that concerns surrounding the fundamentals have been alleviated," said the same individual.
UBS is not surprised to see the stock price relatively strong for robotaxis, but Tesla is meeting expectations."Not very confident" about Tesla maintaining momentum even after the event.としている。
On October 10th, Morgan Stanley has scheduled a Tesla robotaxi event.and Iran are the possibility of not meeting the high expectations of investors.warning.
Adam Jonas, an analyst known for being bullish on Tesla at Morgan Stanley, mentioned that besides the FSD V12.5 demo and test drives of the first generation 'Cyber Taxis', it is unclear what else is prepared.
Source: Thefly, SeekingAlpha, Forbes, Bloomberg, Company Profile Quarterly
This article utilizes auto-translation in some parts.
- moomoo News Zoe
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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Chibou :
Robot
taxi 
? If the country does not have proper laws, it will be caught up in 2.3 years. In China, all the land belongs to the country, so they might buy it. As the old buildings in the European index may not have immediate sales, it might be a good idea to buy now. 
If Mr. Trump becomes president, China's sales may also be affected 
The American presidential election is not over yet 
つぎちゃん0520 Chibou : Let's do