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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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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美銀證券分析師John Murphy維持$特斯拉 (TSLA.US)$買入評級，維持目標價265美元。
根據TipRanks數據顯示，該分析師近一年總勝率為53.3%，總平均回報率為6.5%。
此外，綜合報道，$特斯拉 (TSLA.US)$近期主要分析師觀點如下：
特斯拉報告了Q3非GAAP每股收益爲72美分，超出預期，這歸因於全面擊敗，主要是由於更強大的汽車毛利潤和監管信用增加。鑑於此，EPS的預估已略微提高，以反映Q3由於原材料成本降低、Cybertruck產量增加、高效執行和降低成本，以及監管信用和更高的生產量而帶來的毛利率改善。
特斯拉報告了Q3增強的毛利率，並重申了對2024年車輛銷量增長的預期，以及對2025年交付量增加20%至30%的預期。分析師評論指出，收益報告呈現出遞增的積極因素，特別是考慮到超出預期的較強毛利率。然而，目前的討論集中在特斯拉能否實現其2025年全自動駕駛性能和車輛交付增長預期，以及其毛利率的持久性。
該公司正在調整其估算，特斯拉'強勁'的第三季度業績之後，放大超出預期的汽車毛利率並實現順序改善。這一表現歸因於成本降低和預計2025年上半年發佈更實惠車型，並預計2025年車輛銷售增長20%至30%，這些是積極因素之一。
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