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分析師George Gianarikas維持$特斯拉 (TSLA.US)$買入評級,並將目標價從278美元上調至298美元。
根據TipRanks數據顯示,該分析師近一年總勝率為43.8%,總平均回報率為1.6%。
此外,綜合報道,$特斯拉 (TSLA.US)$近期主要分析師觀點如下:
特斯拉發佈第三季度報告後,非GAAP每股收益超出預期,主要歸功於更強的汽車毛利潤和提高的監管學分,綜合超預期。由於第三季度的毛利率改善,源自降低的原材料成本、Cybertruck產量增加、執行和降本增效計劃以及更高的銷售成交量等因素,EPS預期略有增加。
公司在其第三季度報告中展示了更好的毛利率,並保持了對2024年汽車銷量增長的預測,預計2025年交付量將增加20%-30%。最近的盈利公告被視爲一個溫和的積極發展,反映出意外的強勁利潤率。然而,持續的討論圍繞着公司實現其全自動駕駛性能目標以及2025年汽車交付增長目標的能力,以及這些利潤率的持久性。
預計特斯拉在2024年的表現已提升,以反映該公司強勁的第三季度業績以及其汽車和能源存儲部門年底預期強勁。預計Cybertruck、中國能源存儲和4680電池技術的進展被視爲潛在增強公司利潤率的因素,直至2025年。預計公司還將把大部分汽車成本降低措施延伸到推動進一步增長。
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