Tesla: Time to Load up Following Stronger-Than-Expected Q2? Morgan Stanley Weighs In

TipRanks2022-07-22

Despite the myriad issues Tesla (TSLA) faced in Q2, the EV leader still managed to deliver a better-than-expected earnings report.The company generated revenue of $16.934 billion, just a touch above ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Tanyl
2022-07-24
Tanyl
Tesla is a strong EV share
Bull1973
2022-07-24
Bull1973
Ok
TJTan
2022-07-24
TJTan
k
YCTAN
2022-07-24
YCTAN
When can buy in
- Bull1973:
  Ok
Calvinq
2022-07-24
Calvinq
TSLA 🚀
- Aoooo:
  Ok
Renzo Piano
2022-07-23
Renzo Piano
[Surprised]

Leave a comment

778

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1140902933?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2022-07-22 23:24","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1140902933","market":"us","top_or_hot":-1,"title":"Tesla: Time to Load up Following Stronger-Than-Expected Q2? Morgan Stanley Weighs In","media":"TipRanks","content":"<div>\n<p>Despite the myriad issues Tesla (TSLA) faced in Q2, the EV leader still managed to deliver a better-than-expected earnings report.The company generated revenue of $16.934 billion, just a touch above ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-time-to-load-up-following-stronger-than-expected-q2-morgan-stanley-weighs-in/\">Source Link</a>\n\n</div>\n","source":"lsy1606183248679","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Time to Load up Following Stronger-Than-Expected Q2? Morgan Stanley Weighs In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Time to Load up Following Stronger-Than-Expected Q2? Morgan Stanley Weighs In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-time-to-load-up-following-stronger-than-expected-q2-morgan-stanley-weighs-in/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite the myriad issues Tesla (TSLA) faced in Q2, the EV leader still managed to deliver a better-than-expected earnings report.The company generated revenue of $16.934 billion, just a touch above ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-time-to-load-up-following-stronger-than-expected-q2-morgan-stanley-weighs-in/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSLA","symbol_name":"特斯拉","start_time":0,"source_url":"https://www.tipranks.com/news/article/tesla-time-to-load-up-following-stronger-than-expected-q2-morgan-stanley-weighs-in/","article_id":"1140902933","we_media_id":null,"thumbnails":[],"rights":{"source":"lsy1606183248679","url":"https://www.tipranks.com/news/article/tesla-time-to-load-up-following-stronger-than-expected-q2-morgan-stanley-weighs-in/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1140902933","pubTimestamp":1658503459,"sourceInfo":{"source_id":"lsy1606183248679","name":"TipRanks"},"weMediaInfo":null,"summary":"Jonas seems to find those multiples acceptable. The analyst reiterated an Overweight  rating along with a $1,150 price target, implying room for share appreciation of 41% over the coming year.Most are backing TSLA’s continued success, but there are voices heeding caution; the stock’s Moderate Buy consensus rating is based on 17 Buys, 5 Holds and 7 Sells. Going by the $886.04 average target, shares are expected to climb a modest 9% over the one-year timeframe.","collect":0,"end_time":0,"defaultTopTitle":"tipranks.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"TSLA":"特斯拉"},"translate_title":"特斯拉：在强于预期的第二季度后，是时候装货了？摩根士丹利介入","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLA":0.9},"content_text":"Despite the myriad issues Tesla (TSLA) faced in Q2, the EV leader still managed to deliver a better-than-expected earnings report.The company generated revenue of $16.934 billion, just a touch above the Street’s call for $16.628 billion. There was a more impressive beat on the bottom-line, as diluted EPS of $2.27 came in some way above the $1.78 analysts had predicted.One area of concern, however, was noted in the margin profile, which suffered at the hands of rising inflation and stiff competition for EV parts. Margins contracted to 27.9%, below the impressive 32.9% reported in Q1 and the 28.4% delivered during the same period last year. The margin drop was linked to the costs associated with the ramping of the new facilities in Austin and Berlin.CEO Elon Musk said that in June the Berlin factory’s output reached over 1,000 cars a week, and the Austin factory is expected to be able to attain the same amount over the coming months. By the end of this year, Tesla is eyeing the production of 40,000 units a week, a 25% increase on the recent peak of around 30,000 vehicles a week.Surveying the results, Morgan Stanley’s Adam Jonas notes that demand is still outstripping supply. Although with the “new challenges” on account of the ramping of production – especially in Berlin – the analyst is readying for further “near-term margin headwinds.”Where the stock is concerned, the analyst remains “constructive,” but thinks it will take more to move the needle significantly in either direction.“Hard to see what really rocks the boat on consensus on Tesla until the company posts a more significant margin miss and/or we see evidence of new growth/margin profile from the ramp of Berlin and Austin,” the analyst said. “In the interim, we have a stock trading at approx20x EBITDA and 35x our current FY25 forecasts… multiples that many auto investors are likely to find unacceptably high but tech investors may find attractive…”Jonas seems to find those multiples acceptable. The analyst reiterated an Overweight (i.e., Buy) rating along with a $1,150 price target, implying room for share appreciation of 41% over the coming year.Most are backing TSLA’s continued success, but there are voices heeding caution; the stock’s Moderate Buy consensus rating is based on 17 Buys, 5 Holds and 7 Sells. Going by the $886.04 average target, shares are expected to climb a modest 9% over the one-year timeframe.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9900154051,"gmtCreate":1658672001273,"gmtModify":1676536189706,"author":{"id":"4087109808120260","authorId":"4087109808120260","name":"Tanyl","avatar":"https://static.tigerbbs.com/174329973340cf0f5b68791ee5b08afd","vip":1,"crmLevel":9,"crmLevelSwitch":1,"idStr":"4087109808120260","authorIdStr":"4087109808120260"},"htmlText":"Tesla is a strong EV share","listText":"Tesla is a strong EV share","text":"Tesla is a strong EV share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900154051","repostId":1140902933,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9900910460,"gmtCreate":1658626417250,"gmtModify":1676536183514,"author":{"id":"3584680402793671","authorId":"3584680402793671","name":"Bull1973","avatar":"https://static.tigerbbs.com/866d29bf88ff7363d121a5ccc6028aae","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3584680402793671","authorIdStr":"3584680402793671"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900910460","repostId":1140902933,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9900906000,"gmtCreate":1658624263100,"gmtModify":1676536182880,"author":{"id":"3579499293913149","authorId":"3579499293913149","name":"TJTan","avatar":"https://static.tigerbbs.com/8b35867ea0bdab884a0a2a77afaebc5a","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3579499293913149","authorIdStr":"3579499293913149"},"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900906000","repostId":1140902933,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9900031773,"gmtCreate":1658615700692,"gmtModify":1676536180973,"author":{"id":"3577335053503420","authorId":"3577335053503420","name":"YCTAN","avatar":"https://static.tigerbbs.com/df18f1e6cc94241b2f07a90b10587600","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3577335053503420","authorIdStr":"3577335053503420"},"htmlText":"When can buy in","listText":"When can buy in","text":"When can buy in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900031773","repostId":1140902933,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":103042616,"gmtCreate":1658626404940,"gmtModify":1675837115865,"authorId":3584680402793671,"author":{"id":3584680402793671,"idStr":"3584680402793671","authorId":3584680402793671,"name":"Bull1973","avatar":"https://static.tigerbbs.com/866d29bf88ff7363d121a5ccc6028aae","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9900031773,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"},{"id":9900003498,"gmtCreate":1658602400514,"gmtModify":1676536180508,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":2,"crmLevelSwitch":0,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"htmlText":"TSLA 🚀","listText":"TSLA 🚀","text":"TSLA 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900003498","repostId":1140902933,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":103040770,"gmtCreate":1658620022750,"gmtModify":1675837088500,"authorId":3581502720246704,"author":{"id":3581502720246704,"idStr":"3581502720246704","authorId":3581502720246704,"name":"Aoooo","avatar":"https://static.tigerbbs.com/8a55f0501cbdfc571393f5474dc9ace2","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9900003498,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"},{"id":9077787521,"gmtCreate":1658584890063,"gmtModify":1676536179175,"author":{"id":"4102387785594850","authorId":"4102387785594850","name":"Renzo Piano","avatar":"https://community-static.tradeup.com/news/02c4203700f934de0100b2ebb303dc89","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"4102387785594850","authorIdStr":"4102387785594850"},"htmlText":"[Surprised]&nbsp;","listText":"[Surprised]&nbsp;","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077787521","repostId":1140902933,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":778,"commentSize":87,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1140902933"}