CCORF analyst George Gianarikas maintains $Tesla (TSLA.US)$ with a buy rating, and adjusts the target price from $278 to $298.
According to TipRanks data, the analyst has a success rate of 43.8% and a total average return of 1.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Tesla (TSLA.US)$'s main analysts recently are as follows:
Following Tesla's Q3 report, where non-GAAP EPS surpassed expectations, attributed to a comprehensive beat mainly driven by a stronger Auto gross profit and elevated regulatory credits, there has been a slight increase in EPS estimates. This adjustment is due to an improved gross margin in Q3 resulting from reduced raw material costs, the Cybertruck production increase, execution and cost reduction initiatives, and higher sales volume.
The company has showcased better gross margins in its third-quarter report and has maintained its forecast for vehicle volume growth in 2024, along with a 20%-30% increase in deliveries anticipated for 2025. The recent earnings announcement is seen as a modest positive development, reflecting unexpectedly robust margins. Nevertheless, ongoing discussions revolve around the company's ability to achieve its full self-driving performance objectives and the growth targets for vehicle deliveries in 2025, as well as the durability of these profit margins.
Expectations for Tesla's performance in 2024 have been raised to account for the company's strong third-quarter results and the projected robust conclusion to the year for its automotive and energy storage divisions. The anticipated advances with the Cybertruck, energy storage in China, and the progression of the 4680 battery technology are seen as potential enhancers of the company's profit margins through 2025. The company is also expected to extend most of its automotive cost reductions towards driving further growth.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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CCORF分析师George Gianarikas维持$特斯拉 (TSLA.US)$买入评级，并将目标价从278美元上调至298美元。
根据TipRanks数据显示，该分析师近一年总胜率为43.8%，总平均回报率为1.6%。
此外，综合报道，$特斯拉 (TSLA.US)$近期主要分析师观点如下：
特斯拉第三季度报告发布后，非GAAP每股收益超过预期，主要得益于较强的汽车毛利润和提高的监管信用，综合击败主要受到更强大的汽车毛利润和提供额外监管信用的推动，此后EPS预估略有增加。这一调整是由于第三季度毛利率的改善，这主要是由于降低的原材料成本，Cybertruck产量增加，执行和降低成本措施，以及更高的销售成交量所导致的。
公司在第三季度报告中展示了更好的毛利率，并保持了对2024年车辆成交量增长的预测，同时预计2025年交付量将增加20%-30%。最近的盈利公告被认为是一个温和的积极发展，反映出出乎意料的强劲利润率。尽管如此，持续讨论主要围绕该公司能否实现其全自动驾驶绩效目标以及2025年车辆交付目标的增长，以及这些利润率的持久性。
对特斯拉在2024年的表现预期已经提高，以反映公司强劲的第三季度业绩以及其汽车和能源存储部门年底预计坚挺的收官。Cybertruck、中国的能源存储以及4680电池技术的预期进展被视为有可能增强公司通过2025年的利润率。预计公司还将将大部分的汽车成本降低用于推动进一步增长。
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