N30
03-20

$Tesla Motors(TSLA)$  My guess is $180 to $200. Let's see if the following analysis justifies this guess:

Demand Remains High: While deliveries might face temporary hurdles, demand for Tesla vehicles remains strong. This is evidenced by order backlogs and wait times for new models.

Production Ramp-Up: Tesla is continuously ramping up production at existing factories and building new ones like Giga Berlin and Giga Texas. This increased capacity will translate to higher deliveries in the coming quarters.

Price Increases Sticking: Tesla has successfully raised car prices to offset inflation and improve margins. This could further boost profitability even with slightly lower deliveries.

Software and Services Growth: Tesla's software and services segment, including Full Self-Driving (FSD) and Autopilot subscriptions, is a high-margin revenue stream that's poised for significant growth.

Energy Storage Expansion: Tesla's energy storage business is poised for growth with rising renewable energy adoption and grid modernization efforts. The Powerwall home battery system and utility-scale projects offer another revenue stream.

Macroeconomic Tailwinds: Rising gas prices due to global factors could incentivize consumers towards electric vehicles, benefiting Tesla.

@TigerStars  @TigerEvents  @Tiger_comments  @Daily_Discussion @TigerClub  @MillionaireTiger @黑豹钻石拳  

At What Price Would You Bottom Tesla?
Tesla lost 5% yesterday. It delivered 386,810 vehicles in Q1 against the estimated 449,080, according to Bloomberg consensus. Cathie Wood's ARK adds more Tesla stock. -------------- At what price will you bottom Tesla? Will you buy Tesla at $150 or lower?
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

  • Dr Rck
    03-20
    Dr Rck
    Most of yhe growth cited are not fully rralised yet so it will drop ‘to level of 125 according to Wells Fargo’ but even if not, it will drop somwhere in between 170 and 125. Impossible to see growth overshot when the macro is still pending interest rate cut. If it is so good, inflation will comtinue to climb and there shouldnt be talk of IR cut in June. Make sense?
  • 黑豹钻石拳
    03-20
    黑豹钻石拳
    [Smile] [Smile] [Smile]  
  • HLPA
    03-20
    HLPA
    dr rck, you made all the sense there
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