cgedward : $Tesla (TSLA.US)$  time for it to perform

cgedward : Tesla's (Tesla, TSLA) recent financial performance and future prospects have attracted widespread attention. As of January 24, 2025, Tesla's stock price is $412.38, a decrease of 0.665% from the previous trading day.
$Tesla (TSLA.US)$
Recent Financial Performance:
Tesla is expected to announce its 2024 fourth-quarter earnings next week. Analysts predict that Earnings Per Share (EPS) will increase by 7% to $0.76, with revenue rising to $27.14 billion. However, fourth-quarter deliveries fell short of expectations, with investors focusing on the 2025 delivery guidance, production timeline of new affordable car models, progress of fully autonomous driving features, and the development of the Optimus humanoid robot.
Future Growth Drivers:
1. Vehicle Deliveries and Profit Margins: Musk predicts a 20%-30% increase in vehicle deliveries in 2025, indicating strong demand growth. Tesla has also made progress in improving automotive gross margin, reaching 18.6% in the last quarter.
2. Fully Autonomous Driving (FSD) and Robotaxi: Significant progress has been made in FSD software, with the latest updates introducing features like reverse driving and automatic parking. Musk has promised to launch Robotaxi services in Texas, California, and other locations in 2025.
3. Energy Business Expansion: Tesla's energy division has shown outstanding performance, with revenue growing at a double-digit compounded annual growth rate over the past three years. The expansion of the Megapack factory meets the surging demand, allowing Tesla to capitalize on the global energy transition opportunity.
4. Monetization of Charging Network: Tesla's extensive North American Charging Standard (NACS) network has become a significant revenue driver. Major automakers adopting Tesla's charging standards create long-term profit growth opportunities.
5. The success of Cybertruck: Cybertruck quickly became a best-selling model, achieving positive profitability for the first time, consolidating Tesla's brand image driven by innovation.
Challenges and Risks:
Although Tesla has made progress in multiple areas, it also faces challenges. A weak macroeconomic environment, high interest rates, and supply chain disruptions may affect consumer demand. In addition, intensifying competition from other auto manufacturers and new entrants may put pressure on Tesla's market share.
Conclusion:
Tesla has demonstrated strong growth potential in vehicle deliveries, full self-driving, energy business, and charging network. However, investors should focus on the challenges brought by macroeconomic factors and market competition. When evaluating Tesla's investment value, its innovation capabilities, market position, and potential risks need to be considered comprehensively.

cgedward : Tesla's upcoming earnings report (scheduled for January 29, 2025) has drawn significant analyst attention, with mixed views on growth, profitability, and external challenges. Below is a synthesis of key insights from Wall Street and industry experts:
### 1. **Delivery Growth Targets vs. Analyst Projections** 
   - **Tesla's Ambition**: CEO Elon Musk aims for 20–30% year-on-year delivery growth in 2025, emphasizing cheaper models and a refreshed Model Y to drive demand . 
   - **Analyst Skepticism**: Goldman Sachs projects 12% growth, while Visible Alpha consensus estimates 14%, citing slower adoption of EVs, competition in China, and shifting U.S. consumer preferences toward hybrids .