Deutsche Bank analyst Edison Yu maintains $Tesla (TSLA.US)$ with a buy rating, and maintains the target price at $295.
According to TipRanks data, the analyst has a success rate of 28.3% and a total average return of -12.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Tesla (TSLA.US)$'s main analysts recently are as follows:
Tesla's third-quarter non-GAAP EPS of 72c exceeded expectations, surpassing both the anticipated 59c and the consensus of 60c. This impressive performance was largely attributed to an increase in Auto gross profit and a rise in regulatory credits. Subsequent to the earnings report, projections for the company's EPS have been adjusted upwards modestly, reflecting improved gross margins in the third quarter. Factors contributing to this margin enhancement include reduced raw material costs, the ramp-up of Cybertruck production, efficient execution and cost reductions, the impact of regulatory credits, and higher production volumes.
The company has reported an improvement in gross margins for Q3 and has conveyed expectations for vehicle volume growth in 2024, with a forecast for delivery increases of 20%-30% in 2025. Analyst commentary suggests that the earnings report presents a modest positive development, particularly with margins exceeding expectations. Nevertheless, ongoing discussions hinge on whether the company will achieve its full self-driving performance objectives and vehicle delivery growth targets for 2025, as well as the durability of its profit margins.
Estimates for Tesla have been raised, particularly for 2024, in light of the company's strong performance in the third quarter and the expectation of a robust conclusion to the year for both its automotive and energy storage divisions. The anticipated improvements in margin into 2025 are likely to be driven by factors such as the Cybertruck, developments in China's energy storage market, and the progress of the 4680 battery production. The company is expected to pass on the majority of its automotive cost savings to stimulate 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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德意志银行分析师Edison Yu维持$特斯拉 (TSLA.US)$买入评级，维持目标价295美元。
根据TipRanks数据显示，该分析师近一年总胜率为28.3%，总平均回报率为-12.5%。
此外，综合报道，$特斯拉 (TSLA.US)$近期主要分析师观点如下：
特斯拉第三季度的非通用会计每股收益为72美分，超出了预期，超出了预期的59美分和60美分的共识。这一令人印象深刻的表现主要归因于汽车毛利润的增加和监管信用的上升。在收益报告之后，公司的每股收益预测已经适度上调，反映了第三季度毛利率的改善。促进毛利增长的因素包括降低的原材料成本、Cybertruck生产的提升、高效执行和成本降低、监管信用的影响以及更高的生产量。
公司报告称第三季度毛利有所改善，并传达了2024年车辆成交量增长的预期，预计2025年交付量将增长20%-30%。分析师评论表明，收益报告呈现了一个适度的积极发展，特别是利润率超出预期。然而，正在进行的讨论重点在于公司是否将实现其2025年的全自动驾驶绩效目标和车辆交付增长目标，以及其利润率的持久性。
特斯拉的预估已经提高，特别是2024年的预估，这是基于公司第三季度的良好表现和对该公司汽车和能源储存部门在年底都将有强劲结局的预期。2025年的预期利润率改善很可能受到Cybertruck、中国能源储存市场的发展以及4680电池生产进展等因素的推动。预计公司将把大部分汽车成本节省的优势传递下去以刺激进一步增长。
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