🚗 Q4 Deliveries Coming: Can Tesla Achieve a Strong Start?

Xaddy_Analyst
2024-12-31

Tesla’s Delivery Countdown

As 2024 winds down, all eyes are on Tesla’s( $Tesla Motors(TSLA)$ ) Q4 delivery numbers, set to be released on Jan. 2. Analysts are buzzing with optimism as Barclays projects record-breaking deliveries of 515,000 units for Q4, a significant YoY growth from 1.8 million units in 2023.

The real question:

  • Will this record push Tesla above $500, or will we see a “sell the news” scenario?

📊 Tesla’s Market Momentum

Recent Highlights:

  1. Stock Performance: Tesla is up +86% YTD, with shares sitting at $462.28.

  2. Catalyst: Strong EV sales, aggressive expansion, and leadership in autonomous technology.

  3. Barclays’ Analysis: Q4 deliveries may maintain Tesla’s stock market momentum, aligning with broader market expectations.

Bear Case:

  • High valuation risks with a forward P/E exceeding 100x.

  • Possible "sell-the-news" reaction if Q4 delivery meets but doesn't exceed expectations.

Key Insights on Tesla’s Rally

Tesla's quarterly deliveries in 2024

Bull vs Bear Debate

📈 Bullish Case:

  • Record Deliveries: Sustained growth validates Tesla's EV leadership.

  • Strong Start to 2025: A record-breaking Q4 can provide momentum into the new year.

  • Target Price: Analysts predict Tesla could hit $500-$520 in early January.

📉 Bearish Concerns:

  • Valuation Bubble: With Tesla’s lofty multiples, some analysts suggest profit-taking at current levels.

  • Competition Rising: Chinese EV makers and legacy automakers like Ford are gaining ground.

🌟 Final Thoughts

  1. Are you bullish or bearish on Tesla's Q4 delivery figures?

  2. Will record deliveries sustain Tesla’s rally, or will “sell the news” dominate?

  3. Target Price Prediction: Where do you see Tesla’s stock heading in January 2025?

Join the discussion and share your insights!

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📝 Disclaimer: This post is for informational purposes only and does not constitute financial advice. Always conduct your own research before making investment decisions.

📌@Daily_Discussion @Tiger_comments @TigerStars @TigerEvents @TigerWire

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