Bernstein analyst Toni Sacconaghi maintains $Tesla (TSLA.US)$ with a sell rating, and maintains the target price at $120.
According to TipRanks data, the analyst has a success rate of 56.9% and a total average return of 6.2% 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 surpassed expectations, which were notably lower, indicating a comprehensive beat mainly propelled by a robust Auto gross profit and an uptick in regulatory credits. Subsequent to the earnings report, projections for EPS have been modestly elevated, reflecting an enhanced gross margin in the third quarter. This improvement is attributed to reduced raw material costs, the progression of the Cybertruck, operational execution and cost reduction efforts, along with an increase in regulatory credits and volume.
The company showcased stronger gross margins in its Q3 report and maintained its forecast for vehicle volume growth in 2024, as well as a 20%-30% increase in deliveries for 2025. The recent earnings report is seen as incrementally positive, particularly due to the stronger-than-anticipated margins. Nevertheless, ongoing discussions are focusing on the company's ability to achieve its full self-driving performance and vehicle delivery growth objectives for 2025, along with the durability of its margins.
Estimates for Tesla have been raised, especially for 2024, to mirror the stronger-than-expected performance in the third quarter and the projection of a solid finish for the year in the automotive and energy storage segments. The impending release of the Cybertruck, developments in China's energy storage market, and advancements in the 4680 battery production are anticipated to enhance the company's profit margins through 2025. Analysts predict that Tesla will transfer the majority of its automotive cost savings to promote growth, with expectations of a heightened valuation for its robotaxi prospects as the company's plans become more concrete.
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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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联博集团分析师Toni Sacconaghi维持$特斯拉 (TSLA.US)$卖出评级，维持目标价120美元。
根据TipRanks数据显示，该分析师近一年总胜率为56.9%，总平均回报率为6.2%。
此外，综合报道，$特斯拉 (TSLA.US)$近期主要分析师观点如下：
特斯拉第三季度非公认会计准则每股收益为72摄氏度，超出预期，明显降低，这表明全面增长主要是由强劲的汽车毛利润和监管信贷的增加推动的。财报发布后，对每股收益的预测略有上升，这反映了第三季度毛利率的提高。这种改善归因于原材料成本的降低、Cybertruck的进展、运营执行和成本削减工作，以及监管信贷和数量的增加。
该公司在第三季度报告中显示了更强劲的毛利率，并维持了对2024年汽车销量增长的预测，2025年交付量将增长20％-30％。最近的收益报告被认为是逐步向好的，特别是由于利润率强于预期。尽管如此，正在进行的讨论仍集中在该公司实现2025年全面自动驾驶性能和车辆交付增长目标的能力以及利润率的持续性上。
已经提高了对特斯拉的预期，尤其是对2024年的预期，这反映了第三季度的表现强于预期，以及汽车和储能领域对今年业绩稳健的预测。预计到2025年，Cybertruck即将推出的Cybertruck、中国储能市场的发展以及4680电池产量的进步将提高该公司的利润率。分析师预测，特斯拉将把节省的大部分汽车成本用于促进增长，随着公司的计划变得更加具体，预计其robotaxi前景的估值将提高。
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