Analysts are doing what they can to influence the price to meet their bad price targets (as they are usually off, both ways). When Morgan Stanley is about to send the report out, I'm pretty sure the investment banker are making the necessary adjustments to theirPortfolio immediately. Tesla is close to start Dojo, which isn't price in by the analysts as they don't understand theimplications anyways. Cybertruck production ramp up seems to be going well, still aiming for a end of Q3 launch. FSD is getting very close to the free test for everyone, which will boost FSD sales for sure when people have tried it out

Total BS. "obviously"? That's just a lie, it exceeded analysts expectation on both sales and production, reaching all time high. In a quarter which is usually the lowest in car industry (after year end rallies). Check their so called "competition". Byd shrank their sales in Q1 whilst Tesla increased. GM sold 20k BEV's in Q1, basically all Volt as they can't even produce the Hummer EV properly (only 2 sold in Q1). Tesla Model Y isn't only in Norway the most sold car (including ICE) but also in Sweden. Tesla Model Y is on it's way to become the most sold car (including ICE cars) in the world. So cut the BS and post facts, just because you have Tesla puts?

Lame article by short sellers. Soros has sold 16 million worth of shares, so what? He's a multi billionaire, that's like change to him. Besidesthat, it's known that he and Musk banged theirhead in the past. Shouldn't we rather look at fundamentals of a stock? That current rally shows that this was a rather stupid move, he could have made a nice win instead of a loss if heheld the shares just a bit longer.

It's all a pipe dream. There won't be a 25k car and Robotaxis from Tesla won't be on the road fully autonomously for years. They will do the Waymo approach, with a human supervisor and in a geofenced area (pending regulatory approval). It can't be that only Stellantis is hurt in the US, Tesla sales will be hurt as well with all the negativity around Musk political play and stronger competition (though still not many Chinese EV's which would destroy the US car makers).

Said it already 3 months ago that over 1.8 million that Elon Musk promised in Q2 analyst call is a pipe dream. It will be tough for Tesla to have 1.75 million deliveries in 2024. Besides the pressure on their margin because they are only able to sell their aging cars with 0% interest against all the modern Korean and Chinese EV's. I'd even go so far to predict that Tesla will have trouble making 470k deliveries in Q4. Elon knows that his car business is gone, that's why he's spinning the Robotaxi and Robcs story. But different than his EV business where he was the first and only in the market, both Robotics and Robotaxis are crowded by long time players already. Tesla at $175 at the end of the year, which is still way too overrated for their profit.

"Encouraging sales data from China"? Tesla isincreasing its sale why Byd, it's biggest competitor is flat so far (that's including their ICE and hybrid cars). "No demand" - when Tesla is outselling everyone else in Europe by a fair margin? If retail investors don't understand what kind of long term investment Tesla then I'm sorry forthem. Maybe stocks isn't the right thing then. Iheard saving books are still very safe :;)

Margin will be even lower, no news about the affordable cars, no $25k car, can't sell Cybertruck hence $20k price reduction. No details how Robotaxis are rolled out or when. Regulatory approval of FSD outside of US looks bad, won't happen in EU for the next years, China maybe in a couple of years. Recent death of pedestrian shows that the vision only FSD is incapable of working in low visibility settings like fog, so not even close to autonomy whilst Waymo ramps up more and more cars (especially when theit new, much cheaper cars are coming out). Lastly, Elon is pissing off every single buyer or owner with his right wing politics and antics. He needs to sell Tesla shares to pay off his interest as X makes a huge loss. He will also not get any compensation as the verdict from Delaware Chance

Fair article based on facts. I just wish many news outlets would do that as well, instead of using the word Tesla in their headline for clickbait and then write mostly BS. I agree with this article, it's all about looking at the whole BEV and general car market (and now more and more, the other business of Tesla as they slowly increase from around 10% total revenue). I personally expect that the market will continue to ignore any fundamentals and the share price after 19/4 will be largely dependent on how the "analysts" write their stories upfront (so that it meets their analysis).

Well, Hybrid cards aren't BEV's and mostly consume gasoline whilst driving. So including them to make Byd look bigger than Tesla (which only sells BEV's) is comparing apples with oranges, dear Reuters. On BEV's only, Tesla is still the world leader innumber of vehicles sold, see this chart: https://twitter.com/kanthan2030/status/1642532533501067264 

Please note that price cuts are first of all to meet tax credits in the US and secondly that thecurrent prices are back to what they asked forin 2021. Tesla is constantly adjusting their prices up and down by model and even options (eg LR vs SR) and by country to make sure that production is sold and meets the demand in the respective country. This includes complex logistics as they are starting to sell Tesla in more and more countries (eg Thailand, South Korea). If the news media would also report every price increase in Tesla that would be proper journalism but it won't fit their "Tesla is going down the drain, sell your shares and buy legacy car makers who pay us for advertisements" story.

Well, with the earnings call coming up you're advising people to loose money. Tesla is a growth company with no growth, actually dramatically decreasing sales from realistically just two models that are over 90% of all sales. Their sales plunged in the whole world, about 20-25% in their core market US and China has economic problems on top. No alternative revenue increase to justify the totally overhyped multiplier and once again adjusted EPS is expected to come down (maybe even as hard as sales?). So please people, don't buy right now. If you believe in the long term and want to buy the did, wait after the earnings call plus a couple of days. It will be a blood bath, don't throw your hard earned money out of the window. Consider $NVDA or $MSFT as some cheap AI stock right now (if you want

Yet, traders still don't get it. Please take a look at the sales numbers for the car manufacturers in general to understand what kind of achievement this is. Q1 is always the weakest quarter after the year end sales rally. Tesla is gaining even more market share as their competitors, especially those that don't have competitive EV's are loosing (eg Toyota abd Honda).

Analysts downgrade Tesla because their own price target is completely wrong (meaning they do a shitty job of predicting the stock price).There's no change in fundamentals at Tesla, yet they (Morgan Stanley, now GS), downgrade Tesla but at the same time increase their shitty low price target to the current price. On what basis? Do they have magic 8, a glassbowl or are they just look at their morning urine to set their price target? It's just market manipulation at the highest level as their investment arms will make sure that the report is "correct" for the next couple of days (meaning, stock price will go down).

Launch start of 2024. Can we please comparethings that are widely available for purchase before comparing features like self-driving? GM is nowhere near Tesla's FSD and besides that, the presentation at Tesla's Investor day has shown that Tesla's FSD works in all kinds of weather situations  and not just 95% of all time in clear weather. So cut the Marketing BS and do some journalism instead of just repeating what GM has toldyou to write in their press release material.

Tesla has beaten Toyota on profits in Q4/22 -on a much lower number of vehicles sold. Does anyone think they don't have the room to come down a couple percentage points on their profit margin which is better by a huge marginvs OEM auto maker? Also both factories in Texas and Berlin have now hit 5,000 verhicles per week and thus can operate at a much lower cost per vehicle than in 2022. Add to this the energy business that is growing at over 100% right now and the increased user base for FSD that will give a lot of fresh money for basically a linear cost. As always, Tesla is continuing to lower their cost as was shown at their analyst day. They are on path to exceed their predicted 1.8 million cars in 2023 and will move on par with Mercedes (which has excellent growth in their BEV busi

Man, this is so full of BS and wrong statements, I don't even care to respond and point to facts. Please do a comparison against OEM car makers and how they do in the same period. At least Tesla grows their sales when OEM goes down. Excess inventory is a percentage of production, so you can't look at total numbers but everyone with a clue knows that you look at days of inventory. Tesla still has way less DOI than legacy automakers with all their made cars being standing at dealers around the world.

One reason that was left out is the macro situation. Hurt all growth stocks a lot and it's not clear if the Fed stops raising interest rate (I personally hope). But apart from the reasons mentioned there's also Tesla's energy business now that the factory in Lathrop is going full force. Demand is huge as everywhere around the world huge battery storages are installed to turn off coal-powered peaker plants. Not just in Australia and the US, also in Europe.