BofA Securities analyst John Murphy maintains $Tesla (TSLA.US)$ with a buy rating, and maintains the target price at $265.
According to TipRanks data, the analyst has a success rate of 53.3% and a total average return of 6.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Tesla (TSLA.US)$'s main analysts recently are as follows:
Tesla has reported Q3 non-GAAP EPS of 72c, surpassing estimates, which is attributed to a comprehensive beat, primarily due to a stronger Auto gross profit and an increase in regulatory credits. In light of this, estimates for EPS have been modestly raised to reflect the improved gross margin in Q3 resulting from reduced raw material costs, the Cybertruck production increase, efficient execution and cost reduction, along with regulatory credits and a higher production volume.
Tesla reported enhanced gross margins for Q3 and reaffirmed its anticipation of vehicle volume growth in 2024, along with a 20%-30% increase in deliveries for 2025. Analyst commentary suggests that the earnings report presents an incremental positive, especially with the stronger-than-anticipated margins. Nevertheless, prevailing discussions focus on Tesla's ability to achieve its full self-driving performance and vehicle delivery growth projections for 2025, as well as the durability of its margins.
The firm is adjusting its estimates upwards post-Tesla's 'robust' third-quarter outcomes, spotlighting auto margins that exceeded expectations and improved sequentially. This performance is attributed to reduced costs and the anticipation of more affordable vehicle models slated for release in the first half of 2025, coupled with projections of 20%-30% growth in vehicle sales for the year 2025, which are among the significant optimistic factors.
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美银证券分析师John Murphy维持$特斯拉 (TSLA.US)$买入评级，维持目标价265美元。
根据TipRanks数据显示，该分析师近一年总胜率为53.3%，总平均回报率为6.5%。
此外，综合报道，$特斯拉 (TSLA.US)$近期主要分析师观点如下：
特斯拉已经报告了第三季度的非通用会计净每股收益为72美分，超出了预期，这归功于全面胜过，主要是由于更强的汽车毛利润和监管信用增加。鉴于此，每股收益的预估已经适度提高，以反映第三季度毛利率的改善，这是由于原材料成本的降低，Cybertruck产量增加，高效的执行和成本削减，以及监管信用和更高的生产量。
特斯拉报告了第三季度增强的毛利率，并重申了对2024年车辆成交量增长以及2025年交付量提高20%-30%的预期。分析师评论表明，财报呈现了增量正面，尤其是在强于预期的毛利率方面。然而，当前讨论集中在特斯拉能否实现其全自动驾驶表现和2025年车辆交付增长预期，以及其毛利率的持久性。
该公司正在调整其预估，特斯拉‘强劲’的第三季度业绩之后，重点放在超出预期的汽车毛利润和顺序改善上。这种表现归功于成本的降低以及更实惠的车型预计于2025年上半年发布，再加上2025年车辆销售增长20%-30%的预测，这些是重要的乐观因素之一。
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