Seth Koen
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近期 $Tesla (TSLA.US)$ (TSLA) stock price remains under pressure, J.P. Morgan has lowered its Target Price to $120 in the short term., and forecasts the 2025 delivery volume will drop to 1.78 million vehicles, below market expectations. Meanwhile, a survey by Morgan Stanley shows 85% of investors believe that Musk's political stance affects Tesla's Business fundamentals.This has raised doubts in the market about TSLA's growth potential. In the context of intensified competition in the electric vehicle market, can Tesla still maintain its market leadership? This article will comprehensively analyze TSLA's investment value from the perspectives of Earnings Reports data, competitive environment, market sentiment, and valuation.
Is the slowdown in delivery volume weakening market growth momentum?
Tesla's growth logic has always been 'winning by volume', but recent delivery data shows that market demand is cooling down. According to a report by J.P. Morgan, Tesla's delivery forecast for 2025 has been revised down from 1.85 million units to 1.78 million units.This is lower than the 1.8 million units forecasted for 2024. This means that Tesla's delivery growth may stagnate or even decline. For a high-valuation growth company, a decline in delivery volume will directly impact investor confidence and affect Tesla's revenue growth.
According to the latest Earnings Reports, Tesla's revenue for Q1 of the fiscal year 2024 is $11...
Is the slowdown in delivery volume weakening market growth momentum?
Tesla's growth logic has always been 'winning by volume', but recent delivery data shows that market demand is cooling down. According to a report by J.P. Morgan, Tesla's delivery forecast for 2025 has been revised down from 1.85 million units to 1.78 million units.This is lower than the 1.8 million units forecasted for 2024. This means that Tesla's delivery growth may stagnate or even decline. For a high-valuation growth company, a decline in delivery volume will directly impact investor confidence and affect Tesla's revenue growth.
According to the latest Earnings Reports, Tesla's revenue for Q1 of the fiscal year 2024 is $11...
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With current price range between 313 & 322, it will be interesting to see how the price movement and reaction on xd date on 20 Nov. Looking forwards of its true value after xD.
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