Tesla makes more money for eac

2022-02-06

Tesla makes more money for each car. No worry about declining ice car revenue, high depreciation for ice factories while spending huge money to retrain workforce, r&d on batteries, fsd and software, building new factories, supply chains etc.

How Tesla Could Be Bigger Than Ford and GM—Combined—in Just 5 Years

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

BorisBack
2022-02-07
BorisBack
Tesla is more than just a car company. Solar, space, battery maker, A.I. software development, crypto holder, Insurance provider, ect. All these technologies will merge together and make them an unbeatable force.
CyrilDavy
2022-02-07
CyrilDavy
TESLA catalysts are about to start.. looking for January delivered vehicle numbers maybe at 170,000 indicating a more then 2 million run rate which will start 2022 as analysis will realize TESLA'S reallity
FranklinMorley
2022-02-07
FranklinMorley
Not good for TSLA. its market share to drop from about 70% in EVs to about 20% in the next three years. Ford and General Motors are gaining the bulk of the market share we expect Tesla to lose
littlesweetie
2022-02-07
littlesweetie
Tesla has had 9 recalls in 3 months. Is anyone concerned? It seems like Musk is more interested in Mars and robots than building safe cars.
MyrnaNorth
2022-02-07
MyrnaNorth
The thing that scares me most about Teslas and EVs in general is that I don't think there will EVER be a truly low-cost/affordable EV.
AfraSimon
2022-02-07
AfraSimon
Tesla will control 90 percent of electric cars sales. Tesla control all the super charger stations around the world.

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":9098294998,"tweetId":"9098294998","gmtCreate":1644132208555,"gmtModify":1676533893454,"author":{"id":3583106134648492,"idStr":"3583106134648492","authorId":3583106134648492,"authorIdStr":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":149,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Tesla makes more&nbsp;money for each car. No&nbsp;worry&nbsp;about declining ice car&nbsp;revenue,&nbsp; high depreciation for ice factories while spending huge money to retrain workforce, r&amp;d on batteries, fsd and software, building&nbsp;new factories, supply chains etc.&nbsp; &nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>Tesla makes more&nbsp;money for each car. No&nbsp;worry&nbsp;about declining ice car&nbsp;revenue,&nbsp; high depreciation for ice factories while spending huge money to retrain workforce, r&amp;d on batteries, fsd and software, building&nbsp;new factories, supply chains etc.&nbsp; &nbsp;</p></body></html>","text":"Tesla makes more money for each car. No worry about declining ice car revenue, high depreciation for ice factories while spending huge money to retrain workforce, r&d on batteries, fsd and software, building new factories, supply chains etc.","highlighted":2,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/9098294998","repostId":1167513065,"repostType":4,"repost":{"id":"1167513065","kind":"news","pubTimestamp":1644109830,"share":"https://www.laohu8.com/m/news/1167513065?lang=&edition=full","pubTime":"2022-02-06 09:10","market":"us","language":"en","title":"How Tesla Could Be Bigger Than Ford and GM—Combined—in Just 5 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1167513065","media":"Barrons","summary":"Teslacould be bigger than bothGeneral MotorsandFord Motorcombined, by sales, in justfive years— if everything plays out the way Morgan Stanley analystAdam Jonasis thinking.It’s a provocative idea for ","content":"<html><head></head><body><p>Tesla could be bigger than both General Motors and Ford Motor combined, by sales, in justfive years— if everything plays out the way Morgan Stanley analyst Adam Jonas is thinking.</p><p>It’s a provocative idea for investors to ponder — and a bit of a shocking one.</p><p>Two century-old auto makers with hundreds of billions in sales eclipsed by a start-up founded less than 20 years ago doesn’t seem plausible. It really shouldn’t be. The market has already declared a victory in the electric vehicle transition. Still, the math behind that kind of market share shift and growth is something to behold.</p><p>“Most auto investors we speak with still struggle with the idea that Tesla could ever be bigger than either GM or Ford,” wrote Jonas in a report published Thursday.</p><p>But Jonas doesn’t find the idea hard to grasp, at all. In fact, he believes Tesla sales will be larger that GM plus Ford by 2027.</p><p>There is one catch with his thought experiment. Tesla will be bigger than both on a “run-rate” basis — essentially annualizing whatever data is most recent. Tesla, for instance, sold roughly 309,000 cars in the fourth quarter of 2021. Using Jonas’ math, the EV pioneer is producing cars at a run-rate of roughly 1.24 million units.</p><p>Tesla’s fourth-quarter sales came in at roughly $25 billion, putting its run-rate sales at $100 billion or so. GM’s amounted to $33.5 billion, or an annual run rate of about $134 billion. And Ford’s came in at $37.7 billion,or an annual run rate of about $151 billion.</p><p>For January, Jonas calculates Tesla had 4% of the dollar value of U.S. sales and he estimates the company’s share of unit sales was about 3.5%. Tesla’s vehicles are more expensive than the average vehicle.</p><p>By the end of 2026, Jonas figures Tesla will have 10% unit share of the U.S. market. His estimates for GM and Ford unit share are roughly 14% and 11%, respectively. Tesla will still have higher average selling prices by then.</p><p>Put it all together and Jonas projects run rate sales for Tesla at the end of 2026 at about $300 billion. GM and Ford should still be stuck around $150 billion each.</p><p>For Jonas’ clients, he’d better be right. Tesla is already priced like it’s going to win market share. Its sales might still trail GM and Ford, the Tesla dwarfs every other auto maker on one key metric: market capitalization.</p><p>Tesla’s market cap is roughly $900 billion, which is roughly six times the combined market value of GM and Ford.</p><p>With a disparity like that, Tesla will need to keep growing in 2027 and beyond. Jonas definitely sees that happening. He has Tesla “share of wallet,” which is essentially unit share times average pricing, to 23% of the U.S. market by the end of the decade.</p><p>On Friday, Tesla stock rose 3.6% closing at $923.32. The S&amp;P 500 rose 0.5%. The Dow Jones Industrial Average fell 0.1%.</p><p>Right now, Wall Street is seriously wondering what Jonas could be thinking. If he is right, his clients won’t only be happy. They’ll be having the last laugh.</p></body></html>","source":"lsy1601382232898","collect":0,"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>How Tesla Could Be Bigger Than Ford and GM—Combined—in Just 5 Years</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\">\nHow Tesla Could Be Bigger Than Ford and GM—Combined—in Just 5 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-06 09:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-bigger-than-ford-gm-5-years-51643992236><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla could be bigger than both General Motors and Ford Motor combined, by sales, in justfive years— if everything plays out the way Morgan Stanley analyst Adam Jonas is thinking.It’s a provocative ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-bigger-than-ford-gm-5-years-51643992236\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-bigger-than-ford-gm-5-years-51643992236","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167513065","content_text":"Tesla could be bigger than both General Motors and Ford Motor combined, by sales, in justfive years— if everything plays out the way Morgan Stanley analyst Adam Jonas is thinking.It’s a provocative idea for investors to ponder — and a bit of a shocking one.Two century-old auto makers with hundreds of billions in sales eclipsed by a start-up founded less than 20 years ago doesn’t seem plausible. It really shouldn’t be. The market has already declared a victory in the electric vehicle transition. Still, the math behind that kind of market share shift and growth is something to behold.“Most auto investors we speak with still struggle with the idea that Tesla could ever be bigger than either GM or Ford,” wrote Jonas in a report published Thursday.But Jonas doesn’t find the idea hard to grasp, at all. In fact, he believes Tesla sales will be larger that GM plus Ford by 2027.There is one catch with his thought experiment. Tesla will be bigger than both on a “run-rate” basis — essentially annualizing whatever data is most recent. Tesla, for instance, sold roughly 309,000 cars in the fourth quarter of 2021. Using Jonas’ math, the EV pioneer is producing cars at a run-rate of roughly 1.24 million units.Tesla’s fourth-quarter sales came in at roughly $25 billion, putting its run-rate sales at $100 billion or so. GM’s amounted to $33.5 billion, or an annual run rate of about $134 billion. And Ford’s came in at $37.7 billion,or an annual run rate of about $151 billion.For January, Jonas calculates Tesla had 4% of the dollar value of U.S. sales and he estimates the company’s share of unit sales was about 3.5%. Tesla’s vehicles are more expensive than the average vehicle.By the end of 2026, Jonas figures Tesla will have 10% unit share of the U.S. market. His estimates for GM and Ford unit share are roughly 14% and 11%, respectively. Tesla will still have higher average selling prices by then.Put it all together and Jonas projects run rate sales for Tesla at the end of 2026 at about $300 billion. GM and Ford should still be stuck around $150 billion each.For Jonas’ clients, he’d better be right. Tesla is already priced like it’s going to win market share. Its sales might still trail GM and Ford, the Tesla dwarfs every other auto maker on one key metric: market capitalization.Tesla’s market cap is roughly $900 billion, which is roughly six times the combined market value of GM and Ford.With a disparity like that, Tesla will need to keep growing in 2027 and beyond. Jonas definitely sees that happening. He has Tesla “share of wallet,” which is essentially unit share times average pricing, to 23% of the U.S. market by the end of the decade.On Friday, Tesla stock rose 3.6% closing at $923.32. The S&P 500 rose 0.5%. The Dow Jones Industrial Average fell 0.1%.Right now, Wall Street is seriously wondering what Jonas could be thinking. If he is right, his clients won’t only be happy. They’ll be having the last laugh.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":204,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":100449271,"commentId":"100449271","gmtCreate":1644194901679,"gmtModify":1663243396446,"authorId":9000000000000671,"author":{"id":9000000000000671,"idStr":"9000000000000671","authorId":9000000000000671,"name":"BorisBack","avatar":"https://static.tigerbbs.com/3cf1da32355d7fcd455bcb763ef83cd5","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9098294998,"objectIdStr":"9098294998","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Tesla is more than just a car company. Solar, space, battery maker, A.I. software development, crypto holder, Insurance provider, ect.\nAll these technologies will merge together and make them an unbeatable force.","text":"Tesla is more than just a car company. Solar, space, battery maker, A.I. software development, crypto holder, Insurance provider, ect.\nAll these technologies will merge together and make them an unbeatable force.","html":"Tesla is more than just a car company. Solar, space, battery maker, A.I. software development, crypto holder, Insurance provider, ect.\nAll these technologies will merge together and make them an unbeatable force.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":100449236,"commentId":"100449236","gmtCreate":1644194748099,"gmtModify":1663243396527,"authorId":9000000000000641,"author":{"id":9000000000000641,"idStr":"9000000000000641","authorId":9000000000000641,"name":"CyrilDavy","avatar":"https://static.tigerbbs.com/fd67ba4a6ca5ca66b27af6afcce989dc","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9098294998,"objectIdStr":"9098294998","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"TESLA catalysts are about to start.. looking for January delivered vehicle numbers maybe at 170,000 indicating a more then 2 million run rate which will start 2022 as analysis will realize TESLA'S reallity","text":"TESLA catalysts are about to start.. looking for January delivered vehicle numbers maybe at 170,000 indicating a more then 2 million run rate which will start 2022 as analysis will realize TESLA'S reallity","html":"TESLA catalysts are about to start.. looking for January delivered vehicle numbers maybe at 170,000 indicating a more then 2 million run rate which will start 2022 as analysis will realize TESLA'S reallity","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":100449192,"commentId":"100449192","gmtCreate":1644194624618,"gmtModify":1663243395738,"authorId":9000000000000584,"author":{"id":9000000000000584,"idStr":"9000000000000584","authorId":9000000000000584,"name":"FranklinMorley","avatar":"https://static.tigerbbs.com/41438e43bc06f3d850c94c7d80eb56cf","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9098294998,"objectIdStr":"9098294998","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Not good for TSLA. its market share to drop from about 70% in EVs to about 20% in the next three years. Ford and General Motors are gaining the bulk of the market share we expect Tesla to lose","text":"Not good for TSLA. its market share to drop from about 70% in EVs to about 20% in the next three years. Ford and General Motors are gaining the bulk of the market share we expect Tesla to lose","html":"Not good for TSLA. its market share to drop from about 70% in EVs to about 20% in the next three years. Ford and General Motors are gaining the bulk of the market share we expect Tesla to lose","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":100449293,"commentId":"100449293","gmtCreate":1644194998548,"gmtModify":1663243396642,"authorId":9000000000000733,"author":{"id":9000000000000733,"idStr":"9000000000000733","authorId":9000000000000733,"name":"littlesweetie","avatar":"https://static.tigerbbs.com/43a0aed7518f515997f95ed495391d65","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9098294998,"objectIdStr":"9098294998","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Tesla has had 9 recalls in 3 months. Is anyone concerned? It seems like Musk is more interested in Mars and robots than building safe cars.","text":"Tesla has had 9 recalls in 3 months. Is anyone concerned? It seems like Musk is more interested in Mars and robots than building safe cars.","html":"Tesla has had 9 recalls in 3 months. Is anyone concerned? It seems like Musk is more interested in Mars and robots than building safe cars.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":100449279,"commentId":"100449279","gmtCreate":1644194939025,"gmtModify":1663243395726,"authorId":9000000000000462,"author":{"id":9000000000000462,"idStr":"9000000000000462","authorId":9000000000000462,"name":"MyrnaNorth","avatar":"https://static.tigerbbs.com/93d5c39d60e3b5c35cd699bf7d148556","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9098294998,"objectIdStr":"9098294998","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"The thing that scares me most about Teslas and EVs in general is that I don't think there will EVER be a truly low-cost/affordable EV.","text":"The thing that scares me most about Teslas and EVs in general is that I don't think there will EVER be a truly low-cost/affordable EV.","html":"The thing that scares me most about Teslas and EVs in general is that I don't think there will EVER be a truly low-cost/affordable EV.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":100449259,"commentId":"100449259","gmtCreate":1644194862956,"gmtModify":1663243396946,"authorId":9000000000000725,"author":{"id":9000000000000725,"idStr":"9000000000000725","authorId":9000000000000725,"name":"AfraSimon","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9098294998,"objectIdStr":"9098294998","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Tesla will control 90 percent of electric cars sales. Tesla control all the super charger stations around the world.","text":"Tesla will control 90 percent of electric cars sales. Tesla control all the super charger stations around the world.","html":"Tesla will control 90 percent of electric cars sales. Tesla control all the super charger stations around the world.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/9098294998"}