Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish

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Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish

MarketWatch2021-05-25

Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three ...

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TaiWoeiHaur
·2021-05-25
Up
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1
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Dwnt
·2021-05-25
Up
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1
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Tas
·2021-05-25
Accumulate slowlyPls like n comment
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3
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- TTH4Legs:
  Done. Pls reply
  2021-05-25
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The_scalper
·2021-05-25
Here we go again
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LimLS
·2021-05-25
Short term bearish, given the current macro environment. Long term... Let's wait for more news for FSD
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2
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mummumtumtum
·2021-05-25
Battery issue is something all EV builders will face, with so much interest and potential, the next quantum leap for battery should not be far. Once that is out of the way, EV will be the future.
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Errloy
·2021-05-25
Pls like and comment thanks ??
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- Errloy:
  THanks!
  2021-05-25
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- Errloy:
  Thanks!
  2021-05-25
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- WenJieChan:
  done
  2021-05-25
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Rem35
·2021-05-25
Go go
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Rookie22
·2021-05-25
So many bad news for tesla these days . When will we still $800 again .
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Liuttj1993
·2021-05-25
I want Tesla to be bullish all the way. Need elon magic
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- li1986:
  g8
  2021-05-28
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- li1986:
  good
  2021-05-26
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- li1986:
  ok
  2021-05-25
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Junpani
·2021-05-25
Comment and like!
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- Errloy:
  Done, Pls respond too :)
  2021-05-25
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Slee49
·2021-05-25
Should picking-up
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- Liuttj1993:
  I hope!
  2021-05-25
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nana99
·2021-05-25
Comment and like please
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- ocean_wave:
  Looking
  2021-05-25
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Baybay
·2021-05-25
wa so many B yes please like and comment too
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- Ameliakoh:
  Done
  2021-05-25
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EagleE
·2021-05-25
I don't think tesla will fail if looking at long term wise
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- Ameliakoh:
  Yeah
  2021-05-25
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BBBBBBBBBB
·2021-05-25
Like and comment pls
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- BBBBBBBBBB:
  Ok
  2021-05-25
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- BBBBBBBBBB:
  Ok
  2021-05-25
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- BBBBBBBBBB:
  Awesome
  2021-05-25
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mark01bravz
·2021-05-25
Ppl just want tesla to fail and can come up with bullshit stories due to sweet good cash coming for tesla competitors. Unless they are the competitors themselves. No surprise there.
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natoah
·2021-05-25
Bullish in a matter of time
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- Gogogolll:
  [Miser][Miser]
  2021-05-25
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All in Tesla
·2021-05-25
This guy do not understand the truth about Tesl and time will prove!! Demand has always been strong and production couldn’t keep up. ?
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Hartanto
·2021-05-25
Tell me your opinion about this news...
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- Hartanto:
  O
  2021-05-25
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It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:“If Tesla builds it, will customers come?” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”Key battery raw material costs are up more than 50% in the past year. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”Regulatory risk around Autopilot is rising. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.","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":138687398,"gmtCreate":1621934686514,"gmtModify":1704364705042,"author":{"id":"3563667765668803","authorId":"3563667765668803","name":"TaiWoeiHaur","avatar":"https://community-static.tradeup.com/news/4573ecee7a4a891ace3e5566a59069d5","vip":1,"crmLevel":5,"crmLevelSwitch":1,"idStr":"3563667765668803","authorIdStr":"3563667765668803"},"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/138687398","repostId":1199043784,"repostType":4,"repost":{"id":"1199043784","pubTimestamp":1621913041,"share":"https://ttm.financial/m/news/1199043784?lang=&edition=fundamental","pubTime":"2021-05-25 11:24","market":"us","language":"en","title":"Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1199043784","media":"MarketWatch","summary":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said ","content":"<blockquote><b>Stock bounces more than 5%, after falling the past five weeks.</b></blockquote><p>Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.</p><p>Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.</p><p>The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.</p><p>Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:</p><ul><li>“<b>If Tesla builds it, will customers come?</b>” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.</li></ul><p>“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”</p><ul><li><b>Key battery raw material costs are up more than 50% in the past year</b>. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.</li></ul><p>Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.</p><p>“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”</p><ul><li><b>Regulatory risk around Autopilot is rising</b>. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.</li></ul><p>He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.</p><p>“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.</p><p>Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.</p><p>He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.</p><p>Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.</p><p>The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&amp;P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.</p>","source":"market_watch","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>Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish</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 initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page\">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.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199043784","content_text":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:“If Tesla builds it, will customers come?” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”Key battery raw material costs are up more than 50% in the past year. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”Regulatory risk around Autopilot is rising. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":138683180,"gmtCreate":1621934114840,"gmtModify":1704364694305,"author":{"id":"3558619043136260","authorId":"3558619043136260","name":"Dwnt","avatar":"https://community-static.tradeup.com/news/2a672ea18c859cc1c0ed86036370f94a","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3558619043136260","authorIdStr":"3558619043136260"},"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/138683180","repostId":1199043784,"repostType":4,"repost":{"id":"1199043784","pubTimestamp":1621913041,"share":"https://ttm.financial/m/news/1199043784?lang=&edition=fundamental","pubTime":"2021-05-25 11:24","market":"us","language":"en","title":"Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1199043784","media":"MarketWatch","summary":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said ","content":"<blockquote><b>Stock bounces more than 5%, after falling the past five weeks.</b></blockquote><p>Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.</p><p>Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.</p><p>The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.</p><p>Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:</p><ul><li>“<b>If Tesla builds it, will customers come?</b>” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.</li></ul><p>“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”</p><ul><li><b>Key battery raw material costs are up more than 50% in the past year</b>. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.</li></ul><p>Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.</p><p>“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”</p><ul><li><b>Regulatory risk around Autopilot is rising</b>. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.</li></ul><p>He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.</p><p>“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.</p><p>Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.</p><p>He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.</p><p>Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.</p><p>The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&amp;P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.</p>","source":"market_watch","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>Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish</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 initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page\">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.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199043784","content_text":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:“If Tesla builds it, will customers come?” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”Key battery raw material costs are up more than 50% in the past year. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”Regulatory risk around Autopilot is rising. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":138822585,"gmtCreate":1621928935847,"gmtModify":1704364592585,"author":{"id":"3574898811147987","authorId":"3574898811147987","name":"Tas","avatar":"https://static.tigerbbs.com/7368fb3e518148bb1c19d24b09e1d88a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3574898811147987","authorIdStr":"3574898811147987"},"htmlText":"Accumulate slowlyPls like n comment","listText":"Accumulate slowlyPls like n comment","text":"Accumulate slowlyPls like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/138822585","repostId":1199043784,"repostType":4,"repost":{"id":"1199043784","pubTimestamp":1621913041,"share":"https://ttm.financial/m/news/1199043784?lang=&edition=fundamental","pubTime":"2021-05-25 11:24","market":"us","language":"en","title":"Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1199043784","media":"MarketWatch","summary":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said ","content":"<blockquote><b>Stock bounces more than 5%, after falling the past five weeks.</b></blockquote><p>Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.</p><p>Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.</p><p>The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.</p><p>Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:</p><ul><li>“<b>If Tesla builds it, will customers come?</b>” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.</li></ul><p>“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”</p><ul><li><b>Key battery raw material costs are up more than 50% in the past year</b>. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.</li></ul><p>Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.</p><p>“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”</p><ul><li><b>Regulatory risk around Autopilot is rising</b>. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.</li></ul><p>He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.</p><p>“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.</p><p>Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.</p><p>He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.</p><p>Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.</p><p>The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&amp;P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.</p>","source":"market_watch","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>Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish</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 initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page\">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.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199043784","content_text":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:“If Tesla builds it, will customers come?” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”Key battery raw material costs are up more than 50% in the past year. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”Regulatory risk around Autopilot is rising. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4443473,"gmtCreate":1621937971262,"gmtModify":1680790866667,"authorId":3576220386239608,"author":{"id":3576220386239608,"idStr":"3576220386239608","authorId":3576220386239608,"name":"TTH4Legs","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.06","exceedPercentage":"60.43%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":138822585,"type":1,"supId":0,"prevId":0,"content":"Done. Pls reply","text":"Done. Pls reply","html":"Done. Pls reply"}],"langContent":"EN"},{"id":138887468,"gmtCreate":1621927125454,"gmtModify":1704364568135,"author":{"id":"3579590433924918","authorId":"3579590433924918","name":"The_scalper","avatar":"https://static.tigerbbs.com/b3fede485fa71d42dc4ea08960ab3e00","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"3579590433924918","authorIdStr":"3579590433924918"},"htmlText":"Here we go again","listText":"Here we go again","text":"Here we go again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/138887468","repostId":1199043784,"repostType":4,"repost":{"id":"1199043784","pubTimestamp":1621913041,"share":"https://ttm.financial/m/news/1199043784?lang=&edition=fundamental","pubTime":"2021-05-25 11:24","market":"us","language":"en","title":"Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1199043784","media":"MarketWatch","summary":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said ","content":"<blockquote><b>Stock bounces more than 5%, after falling the past five weeks.</b></blockquote><p>Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.</p><p>Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.</p><p>The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.</p><p>Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:</p><ul><li>“<b>If Tesla builds it, will customers come?</b>” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.</li></ul><p>“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”</p><ul><li><b>Key battery raw material costs are up more than 50% in the past year</b>. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.</li></ul><p>Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.</p><p>“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”</p><ul><li><b>Regulatory risk around Autopilot is rising</b>. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.</li></ul><p>He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.</p><p>“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.</p><p>Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.</p><p>He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.</p><p>Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.</p><p>The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&amp;P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.</p>","source":"market_watch","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>Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish</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 initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page\">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.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199043784","content_text":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:“If Tesla builds it, will customers come?” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”Key battery raw material costs are up more than 50% in the past year. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”Regulatory risk around Autopilot is rising. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":138884629,"gmtCreate":1621926986761,"gmtModify":1704364566484,"author":{"id":"3572923586954779","authorId":"3572923586954779","name":"LimLS","avatar":"https://static.tigerbbs.com/217b03b0c4808fb537070ba4e8f9d83f","vip":1,"crmLevel":5,"crmLevelSwitch":1,"idStr":"3572923586954779","authorIdStr":"3572923586954779"},"htmlText":"Short term bearish, given the current macro environment. Long term... Let's wait for more news for FSD","listText":"Short term bearish, given the current macro environment. Long term... Let's wait for more news for FSD","text":"Short term bearish, given the current macro environment. Long term... Let's wait for more news for FSD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/138884629","repostId":1199043784,"repostType":4,"repost":{"id":"1199043784","pubTimestamp":1621913041,"share":"https://ttm.financial/m/news/1199043784?lang=&edition=fundamental","pubTime":"2021-05-25 11:24","market":"us","language":"en","title":"Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1199043784","media":"MarketWatch","summary":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said ","content":"<blockquote><b>Stock bounces more than 5%, after falling the past five weeks.</b></blockquote><p>Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.</p><p>Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.</p><p>The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.</p><p>Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:</p><ul><li>“<b>If Tesla builds it, will customers come?</b>” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.</li></ul><p>“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”</p><ul><li><b>Key battery raw material costs are up more than 50% in the past year</b>. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.</li></ul><p>Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.</p><p>“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”</p><ul><li><b>Regulatory risk around Autopilot is rising</b>. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.</li></ul><p>He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.</p><p>“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.</p><p>Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.</p><p>He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.</p><p>Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.</p><p>The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&amp;P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.</p>","source":"market_watch","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>Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish</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 initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page\">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.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199043784","content_text":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:“If Tesla builds it, will customers come?” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”Key battery raw material costs are up more than 50% in the past year. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”Regulatory risk around Autopilot is rising. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":138886380,"gmtCreate":1621926682440,"gmtModify":1704364561852,"author":{"id":"3581079319641993","authorId":"3581079319641993","name":"mummumtumtum","avatar":"https://static.tigerbbs.com/1314a5de0c397dde3e609fa1f0de4fba","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581079319641993","authorIdStr":"3581079319641993"},"htmlText":"Battery issue is something all EV builders will face, with so much interest and potential, the next quantum leap for battery should not be far. Once that is out of the way, EV will be the future.","listText":"Battery issue is something all EV builders will face, with so much interest and potential, the next quantum leap for battery should not be far. Once that is out of the way, EV will be the future.","text":"Battery issue is something all EV builders will face, with so much interest and potential, the next quantum leap for battery should not be far. Once that is out of the way, EV will be the future.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/138886380","repostId":1199043784,"repostType":4,"repost":{"id":"1199043784","pubTimestamp":1621913041,"share":"https://ttm.financial/m/news/1199043784?lang=&edition=fundamental","pubTime":"2021-05-25 11:24","market":"us","language":"en","title":"Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1199043784","media":"MarketWatch","summary":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said ","content":"<blockquote><b>Stock bounces more than 5%, after falling the past five weeks.</b></blockquote><p>Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.</p><p>Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.</p><p>The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.</p><p>Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:</p><ul><li>“<b>If Tesla builds it, will customers come?</b>” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.</li></ul><p>“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”</p><ul><li><b>Key battery raw material costs are up more than 50% in the past year</b>. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.</li></ul><p>Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.</p><p>“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”</p><ul><li><b>Regulatory risk around Autopilot is rising</b>. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.</li></ul><p>He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.</p><p>“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.</p><p>Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.</p><p>He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.</p><p>Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.</p><p>The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&amp;P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.</p>","source":"market_watch","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>Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish</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 initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page\">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.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199043784","content_text":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:“If Tesla builds it, will customers come?” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”Key battery raw material costs are up more than 50% in the past year. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”Regulatory risk around Autopilot is rising. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":138880167,"gmtCreate":1621926098959,"gmtModify":1704364554894,"author":{"id":"3576587122175675","authorId":"3576587122175675","name":"Errloy","avatar":"https://static.tigerbbs.com/f503564d233a06b4f9099253c032162f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3576587122175675","authorIdStr":"3576587122175675"},"htmlText":"Pls like and comment thanks ??","listText":"Pls like and comment thanks ??","text":"Pls like and comment thanks ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/138880167","repostId":1199043784,"repostType":4,"repost":{"id":"1199043784","pubTimestamp":1621913041,"share":"https://ttm.financial/m/news/1199043784?lang=&edition=fundamental","pubTime":"2021-05-25 11:24","market":"us","language":"en","title":"Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1199043784","media":"MarketWatch","summary":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said ","content":"<blockquote><b>Stock bounces more than 5%, after falling the past five weeks.</b></blockquote><p>Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.</p><p>Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.</p><p>The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.</p><p>Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:</p><ul><li>“<b>If Tesla builds it, will customers come?</b>” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.</li></ul><p>“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”</p><ul><li><b>Key battery raw material costs are up more than 50% in the past year</b>. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.</li></ul><p>Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.</p><p>“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”</p><ul><li><b>Regulatory risk around Autopilot is rising</b>. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.</li></ul><p>He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.</p><p>“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.</p><p>Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.</p><p>He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.</p><p>Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.</p><p>The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&amp;P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.</p>","source":"market_watch","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>Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish</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 initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page\">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.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199043784","content_text":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:“If Tesla builds it, will customers come?” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”Key battery raw material costs are up more than 50% in the past year. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”Regulatory risk around Autopilot is rising. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4442705,"gmtCreate":1621932105498,"gmtModify":1680790844080,"authorId":3576587122175675,"author":{"id":3576587122175675,"idStr":"3576587122175675","authorId":3576587122175675,"name":"Errloy","avatar":"https://static.tigerbbs.com/f503564d233a06b4f9099253c032162f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":138880167,"type":1,"supId":4442247,"prevId":0,"content":"THanks!","text":"THanks!","html":"THanks!"},{"id":4442706,"gmtCreate":1621932111840,"gmtModify":1680790841825,"authorId":3576587122175675,"author":{"id":3576587122175675,"idStr":"3576587122175675","authorId":3576587122175675,"name":"Errloy","avatar":"https://static.tigerbbs.com/f503564d233a06b4f9099253c032162f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":138880167,"type":1,"supId":4442052,"prevId":0,"content":"Thanks!","text":"Thanks!","html":"Thanks!"},{"id":4442052,"gmtCreate":1621926950724,"gmtModify":1680790840163,"authorId":3572242831702290,"author":{"id":3572242831702290,"idStr":"3572242831702290","authorId":3572242831702290,"name":"WenJieChan","avatar":"https://static.tigerbbs.com/53ef4172b753c018b9380f43f496ab73","vip":1,"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":138880167,"type":1,"supId":0,"prevId":0,"content":"<u>done</u>","text":"<u>done</u>","html":"<u>done</u>"},{"id":4442247,"gmtCreate":1621928910983,"gmtModify":1680790837133,"authorId":3574898811147987,"author":{"id":3574898811147987,"idStr":"3574898811147987","authorId":3574898811147987,"name":"Tas","avatar":"https://static.tigerbbs.com/7368fb3e518148bb1c19d24b09e1d88a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":138880167,"type":1,"supId":0,"prevId":0,"content":"Pls like n comment ","text":"Pls like n comment ","html":"Pls like n comment "}],"langContent":"EN"},{"id":138815919,"gmtCreate":1621925737331,"gmtModify":1704364550250,"author":{"id":"3580873482171177","authorId":"3580873482171177","name":"Rem35","avatar":"https://static.tigerbbs.com/1151ceca2d806aa045339b7fa51b074e","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"3580873482171177","authorIdStr":"3580873482171177"},"htmlText":"Go go","listText":"Go go","text":"Go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/138815919","repostId":1199043784,"repostType":4,"repost":{"id":"1199043784","pubTimestamp":1621913041,"share":"https://ttm.financial/m/news/1199043784?lang=&edition=fundamental","pubTime":"2021-05-25 11:24","market":"us","language":"en","title":"Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1199043784","media":"MarketWatch","summary":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said ","content":"<blockquote><b>Stock bounces more than 5%, after falling the past five weeks.</b></blockquote><p>Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.</p><p>Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.</p><p>The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.</p><p>Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:</p><ul><li>“<b>If Tesla builds it, will customers come?</b>” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.</li></ul><p>“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”</p><ul><li><b>Key battery raw material costs are up more than 50% in the past year</b>. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.</li></ul><p>Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.</p><p>“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”</p><ul><li><b>Regulatory risk around Autopilot is rising</b>. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.</li></ul><p>He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.</p><p>“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.</p><p>Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.</p><p>He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.</p><p>Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.</p><p>The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&amp;P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.</p>","source":"market_watch","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>Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish</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 initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page\">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.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199043784","content_text":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:“If Tesla builds it, will customers come?” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”Key battery raw material costs are up more than 50% in the past year. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”Regulatory risk around Autopilot is rising. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":138819737,"gmtCreate":1621925163129,"gmtModify":1704364542317,"author":{"id":"3575290973507485","authorId":"3575290973507485","name":"Rookie22","avatar":"https://static.tigerbbs.com/c6852efd5f87d9ecf7965e213c38ac97","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":4,"crmLevelSwitch":1,"idStr":"3575290973507485","authorIdStr":"3575290973507485"},"htmlText":"So many bad news for tesla these days . When will we still $800 again .&nbsp;","listText":"So many bad news for tesla these days . When will we still $800 again .&nbsp;","text":"So many bad news for tesla these days . When will we still $800 again .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/138819737","repostId":1199043784,"repostType":4,"repost":{"id":"1199043784","pubTimestamp":1621913041,"share":"https://ttm.financial/m/news/1199043784?lang=&edition=fundamental","pubTime":"2021-05-25 11:24","market":"us","language":"en","title":"Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1199043784","media":"MarketWatch","summary":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said ","content":"<blockquote><b>Stock bounces more than 5%, after falling the past five weeks.</b></blockquote><p>Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.</p><p>Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.</p><p>The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.</p><p>Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:</p><ul><li>“<b>If Tesla builds it, will customers come?</b>” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.</li></ul><p>“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”</p><ul><li><b>Key battery raw material costs are up more than 50% in the past year</b>. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.</li></ul><p>Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.</p><p>“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”</p><ul><li><b>Regulatory risk around Autopilot is rising</b>. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.</li></ul><p>He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.</p><p>“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.</p><p>Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.</p><p>He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.</p><p>Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.</p><p>The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&amp;P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.</p>","source":"market_watch","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>Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish</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 initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page\">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.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199043784","content_text":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:“If Tesla builds it, will customers come?” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”Key battery raw material costs are up more than 50% in the past year. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”Regulatory risk around Autopilot is rising. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":138819563,"gmtCreate":1621925140052,"gmtModify":1704364541983,"author":{"id":"3572835286072454","authorId":"3572835286072454","name":"Liuttj1993","avatar":"https://static.tigerbbs.com/27b443cc8303bd949bd31bc88f300a85","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3572835286072454","authorIdStr":"3572835286072454"},"htmlText":"I want Tesla to be bullish all the way. Need elon magic","listText":"I want Tesla to be bullish all the way. Need elon magic","text":"I want Tesla to be bullish all the way. Need elon magic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/138819563","repostId":1199043784,"repostType":4,"repost":{"id":"1199043784","pubTimestamp":1621913041,"share":"https://ttm.financial/m/news/1199043784?lang=&edition=fundamental","pubTime":"2021-05-25 11:24","market":"us","language":"en","title":"Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1199043784","media":"MarketWatch","summary":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said ","content":"<blockquote><b>Stock bounces more than 5%, after falling the past five weeks.</b></blockquote><p>Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.</p><p>Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.</p><p>The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.</p><p>Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:</p><ul><li>“<b>If Tesla builds it, will customers come?</b>” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.</li></ul><p>“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”</p><ul><li><b>Key battery raw material costs are up more than 50% in the past year</b>. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.</li></ul><p>Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.</p><p>“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”</p><ul><li><b>Regulatory risk around Autopilot is rising</b>. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.</li></ul><p>He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.</p><p>“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.</p><p>Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.</p><p>He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.</p><p>Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.</p><p>The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&amp;P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.</p>","source":"market_watch","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>Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish</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 initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page\">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.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199043784","content_text":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:“If Tesla builds it, will customers come?” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”Key battery raw material costs are up more than 50% in the past year. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”Regulatory risk around Autopilot is rising. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4474830,"gmtCreate":1622153340650,"gmtModify":1680791412153,"authorId":3573205405294282,"author":{"id":3573205405294282,"idStr":"3573205405294282","authorId":3573205405294282,"name":"li1986","avatar":"https://static.tigerbbs.com/baa3fac0e4b817f045ba87890b5ab650","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":138819563,"type":1,"supId":4443358,"prevId":0,"content":"g8","text":"g8","html":"g8"},{"id":4447674,"gmtCreate":1621980191585,"gmtModify":1680790936003,"authorId":3573205405294282,"author":{"id":3573205405294282,"idStr":"3573205405294282","authorId":3573205405294282,"name":"li1986","avatar":"https://static.tigerbbs.com/baa3fac0e4b817f045ba87890b5ab650","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":138819563,"type":1,"supId":0,"prevId":0,"content":"good","text":"good","html":"good"},{"id":4443166,"gmtCreate":1621935877070,"gmtModify":1680790857038,"authorId":3573205405294282,"author":{"id":3573205405294282,"idStr":"3573205405294282","authorId":3573205405294282,"name":"li1986","avatar":"https://static.tigerbbs.com/baa3fac0e4b817f045ba87890b5ab650","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":138819563,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"},{"id":4443358,"gmtCreate":1621937467242,"gmtModify":1680790855160,"authorId":3573201524091165,"author":{"id":3573201524091165,"idStr":"3573201524091165","authorId":3573201524091165,"name":"Alanleejw","avatar":"https://static.tigerbbs.com/e98047d5efed36f1cd5be3fcd0c6411a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":138819563,"type":1,"supId":0,"prevId":0,"content":"Yup","text":"Yup","html":"Yup"},{"id":4441880,"gmtCreate":1621925728333,"gmtModify":1680790830227,"authorId":3580873482171177,"author":{"id":3580873482171177,"idStr":"3580873482171177","authorId":3580873482171177,"name":"Rem35","avatar":"https://static.tigerbbs.com/1151ceca2d806aa045339b7fa51b074e","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":138819563,"type":1,"supId":0,"prevId":0,"content":"I also want that to happen","text":"I also want that to happen","html":"I also want that to happen"}],"langContent":"EN"},{"id":138833397,"gmtCreate":1621924193519,"gmtModify":1704364528569,"author":{"id":"3582059874598092","authorId":"3582059874598092","name":"Junpani","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582059874598092","authorIdStr":"3582059874598092"},"htmlText":"Comment and like!","listText":"Comment and like!","text":"Comment and like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/138833397","repostId":1199043784,"repostType":4,"repost":{"id":"1199043784","pubTimestamp":1621913041,"share":"https://ttm.financial/m/news/1199043784?lang=&edition=fundamental","pubTime":"2021-05-25 11:24","market":"us","language":"en","title":"Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1199043784","media":"MarketWatch","summary":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said ","content":"<blockquote><b>Stock bounces more than 5%, after falling the past five weeks.</b></blockquote><p>Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.</p><p>Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.</p><p>The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.</p><p>Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:</p><ul><li>“<b>If Tesla builds it, will customers come?</b>” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.</li></ul><p>“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”</p><ul><li><b>Key battery raw material costs are up more than 50% in the past year</b>. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.</li></ul><p>Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.</p><p>“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”</p><ul><li><b>Regulatory risk around Autopilot is rising</b>. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.</li></ul><p>He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.</p><p>“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.</p><p>Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.</p><p>He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.</p><p>Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.</p><p>The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&amp;P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.</p>","source":"market_watch","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>Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish</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 initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page\">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.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199043784","content_text":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:“If Tesla builds it, will customers come?” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”Key battery raw material costs are up more than 50% in the past year. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”Regulatory risk around Autopilot is rising. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4441909,"gmtCreate":1621925998781,"gmtModify":1680790840452,"authorId":3576587122175675,"author":{"id":3576587122175675,"idStr":"3576587122175675","authorId":3576587122175675,"name":"Errloy","avatar":"https://static.tigerbbs.com/f503564d233a06b4f9099253c032162f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":138833397,"type":1,"supId":0,"prevId":0,"content":"Done, Pls respond too :)","text":"Done, Pls respond too :)","html":"Done, Pls respond too :)"}],"langContent":"EN"},{"id":138808829,"gmtCreate":1621922459961,"gmtModify":1704364503646,"author":{"id":"3581993357014262","authorId":"3581993357014262","name":"Slee49","avatar":"https://static.tigerbbs.com/a4a9c556617a3ec3446f5c1c667b4aa0","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":5,"crmLevelSwitch":1,"idStr":"3581993357014262","authorIdStr":"3581993357014262"},"htmlText":"Should picking-up&nbsp;","listText":"Should picking-up&nbsp;","text":"Should picking-up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/138808829","repostId":1199043784,"repostType":4,"repost":{"id":"1199043784","pubTimestamp":1621913041,"share":"https://ttm.financial/m/news/1199043784?lang=&edition=fundamental","pubTime":"2021-05-25 11:24","market":"us","language":"en","title":"Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1199043784","media":"MarketWatch","summary":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said ","content":"<blockquote><b>Stock bounces more than 5%, after falling the past five weeks.</b></blockquote><p>Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.</p><p>Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.</p><p>The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.</p><p>Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:</p><ul><li>“<b>If Tesla builds it, will customers come?</b>” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.</li></ul><p>“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”</p><ul><li><b>Key battery raw material costs are up more than 50% in the past year</b>. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.</li></ul><p>Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.</p><p>“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”</p><ul><li><b>Regulatory risk around Autopilot is rising</b>. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.</li></ul><p>He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.</p><p>“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.</p><p>Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.</p><p>He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.</p><p>Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.</p><p>The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&amp;P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.</p>","source":"market_watch","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>Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish</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 initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page\">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.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199043784","content_text":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:“If Tesla builds it, will customers come?” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”Key battery raw material costs are up more than 50% in the past year. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”Regulatory risk around Autopilot is rising. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4441811,"gmtCreate":1621925156363,"gmtModify":1680790827059,"authorId":3572835286072454,"author":{"id":3572835286072454,"idStr":"3572835286072454","authorId":3572835286072454,"name":"Liuttj1993","avatar":"https://static.tigerbbs.com/27b443cc8303bd949bd31bc88f300a85","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":138808829,"type":1,"supId":0,"prevId":0,"content":"I hope!","text":"I hope!","html":"I hope!"}],"langContent":"EN"},{"id":138801675,"gmtCreate":1621922366597,"gmtModify":1704364502341,"author":{"id":"3578649684330150","authorId":"3578649684330150","name":"nana99","avatar":"https://static.tigerbbs.com/8e1d85c2911a74d975df652e54cba9a9","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3578649684330150","authorIdStr":"3578649684330150"},"htmlText":"Comment and like please&nbsp;","listText":"Comment and like please&nbsp;","text":"Comment and like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/138801675","repostId":1199043784,"repostType":4,"repost":{"id":"1199043784","pubTimestamp":1621913041,"share":"https://ttm.financial/m/news/1199043784?lang=&edition=fundamental","pubTime":"2021-05-25 11:24","market":"us","language":"en","title":"Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1199043784","media":"MarketWatch","summary":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said ","content":"<blockquote><b>Stock bounces more than 5%, after falling the past five weeks.</b></blockquote><p>Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.</p><p>Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.</p><p>The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.</p><p>Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:</p><ul><li>“<b>If Tesla builds it, will customers come?</b>” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.</li></ul><p>“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”</p><ul><li><b>Key battery raw material costs are up more than 50% in the past year</b>. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.</li></ul><p>Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.</p><p>“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”</p><ul><li><b>Regulatory risk around Autopilot is rising</b>. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.</li></ul><p>He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.</p><p>“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.</p><p>Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.</p><p>He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.</p><p>Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.</p><p>The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&amp;P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.</p>","source":"market_watch","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>Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish</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 initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page\">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.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199043784","content_text":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:“If Tesla builds it, will customers come?” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”Key battery raw material costs are up more than 50% in the past year. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”Regulatory risk around Autopilot is rising. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4441717,"gmtCreate":1621924088404,"gmtModify":1680790822933,"authorId":3578971018458145,"author":{"id":3578971018458145,"idStr":"3578971018458145","authorId":3578971018458145,"name":"ocean_wave","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":138801675,"type":1,"supId":0,"prevId":0,"content":"<u>Looking</u>","text":"<u>Looking</u>","html":"<u>Looking</u>"}],"langContent":"EN"},{"id":138146565,"gmtCreate":1621920674057,"gmtModify":1704364477520,"author":{"id":"3581843817959377","authorId":"3581843817959377","name":"Baybay","avatar":"https://static.tigerbbs.com/ef7dbc91de3962d76f51a84524d549bc","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581843817959377","authorIdStr":"3581843817959377"},"htmlText":"wa so many B yes please like and comment too","listText":"wa so many B yes please like and comment too","text":"wa so many B yes please like and comment too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/138146565","repostId":1199043784,"repostType":4,"repost":{"id":"1199043784","pubTimestamp":1621913041,"share":"https://ttm.financial/m/news/1199043784?lang=&edition=fundamental","pubTime":"2021-05-25 11:24","market":"us","language":"en","title":"Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1199043784","media":"MarketWatch","summary":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said ","content":"<blockquote><b>Stock bounces more than 5%, after falling the past five weeks.</b></blockquote><p>Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.</p><p>Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.</p><p>The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.</p><p>Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:</p><ul><li>“<b>If Tesla builds it, will customers come?</b>” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.</li></ul><p>“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”</p><ul><li><b>Key battery raw material costs are up more than 50% in the past year</b>. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.</li></ul><p>Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.</p><p>“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”</p><ul><li><b>Regulatory risk around Autopilot is rising</b>. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.</li></ul><p>He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.</p><p>“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.</p><p>Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.</p><p>He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.</p><p>Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.</p><p>The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&amp;P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.</p>","source":"market_watch","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>Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish</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 initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page\">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.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199043784","content_text":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:“If Tesla builds it, will customers come?” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”Key battery raw material costs are up more than 50% in the past year. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”Regulatory risk around Autopilot is rising. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4441356,"gmtCreate":1621920828244,"gmtModify":1680790816753,"authorId":3574754838536636,"author":{"id":3574754838536636,"idStr":"3574754838536636","authorId":3574754838536636,"name":"Ameliakoh","avatar":"https://static.tigerbbs.com/4a747ab791603fb0a649736b10ec7454","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":138146565,"type":1,"supId":0,"prevId":0,"content":"Done","text":"Done","html":"Done"}],"langContent":"EN"},{"id":138155002,"gmtCreate":1621919902406,"gmtModify":1704364465318,"author":{"id":"3575526336445956","authorId":"3575526336445956","name":"EagleE","avatar":"https://static.tigerbbs.com/ef485a4354d28f92b1d1486c2ea7e7b5","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":4,"crmLevelSwitch":0,"idStr":"3575526336445956","authorIdStr":"3575526336445956"},"htmlText":"I don't think tesla will fail if looking at long term wise","listText":"I don't think tesla will fail if looking at long term wise","text":"I don't think tesla will fail if looking at long term wise","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/138155002","repostId":1199043784,"repostType":4,"repost":{"id":"1199043784","pubTimestamp":1621913041,"share":"https://ttm.financial/m/news/1199043784?lang=&edition=fundamental","pubTime":"2021-05-25 11:24","market":"us","language":"en","title":"Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1199043784","media":"MarketWatch","summary":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said ","content":"<blockquote><b>Stock bounces more than 5%, after falling the past five weeks.</b></blockquote><p>Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.</p><p>Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.</p><p>The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.</p><p>Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:</p><ul><li>“<b>If Tesla builds it, will customers come?</b>” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.</li></ul><p>“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”</p><ul><li><b>Key battery raw material costs are up more than 50% in the past year</b>. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.</li></ul><p>Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.</p><p>“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”</p><ul><li><b>Regulatory risk around Autopilot is rising</b>. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.</li></ul><p>He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.</p><p>“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.</p><p>Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.</p><p>He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.</p><p>Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.</p><p>The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&amp;P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.</p>","source":"market_watch","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>Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish</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 initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page\">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.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199043784","content_text":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:“If Tesla builds it, will customers come?” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”Key battery raw material costs are up more than 50% in the past year. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”Regulatory risk around Autopilot is rising. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4441363,"gmtCreate":1621920848563,"gmtModify":1680790817239,"authorId":3574754838536636,"author":{"id":3574754838536636,"idStr":"3574754838536636","authorId":3574754838536636,"name":"Ameliakoh","avatar":"https://static.tigerbbs.com/4a747ab791603fb0a649736b10ec7454","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":138155002,"type":1,"supId":0,"prevId":0,"content":"Yeah","text":"Yeah","html":"Yeah"}],"langContent":"EN"},{"id":138128121,"gmtCreate":1621918915863,"gmtModify":1704364447323,"author":{"id":"3581562365927542","authorId":"3581562365927542","name":"BBBBBBBBBB","avatar":"https://static.tigerbbs.com/973395458d7e1db24dbd4a689c79e8a2","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3581562365927542","authorIdStr":"3581562365927542"},"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/138128121","repostId":1199043784,"repostType":4,"repost":{"id":"1199043784","pubTimestamp":1621913041,"share":"https://ttm.financial/m/news/1199043784?lang=&edition=fundamental","pubTime":"2021-05-25 11:24","market":"us","language":"en","title":"Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1199043784","media":"MarketWatch","summary":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said ","content":"<blockquote><b>Stock bounces more than 5%, after falling the past five weeks.</b></blockquote><p>Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.</p><p>Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.</p><p>The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.</p><p>Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:</p><ul><li>“<b>If Tesla builds it, will customers come?</b>” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.</li></ul><p>“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”</p><ul><li><b>Key battery raw material costs are up more than 50% in the past year</b>. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.</li></ul><p>Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.</p><p>“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”</p><ul><li><b>Regulatory risk around Autopilot is rising</b>. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.</li></ul><p>He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.</p><p>“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.</p><p>Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.</p><p>He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.</p><p>Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.</p><p>The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&amp;P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.</p>","source":"market_watch","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>Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish</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 initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page\">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.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199043784","content_text":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:“If Tesla builds it, will customers come?” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”Key battery raw material costs are up more than 50% in the past year. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”Regulatory risk around Autopilot is rising. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4442225,"gmtCreate":1621928797023,"gmtModify":1680790837399,"authorId":3581562365927542,"author":{"id":3581562365927542,"idStr":"3581562365927542","authorId":3581562365927542,"name":"BBBBBBBBBB","avatar":"https://static.tigerbbs.com/973395458d7e1db24dbd4a689c79e8a2","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":138128121,"type":1,"supId":4441138,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":4441172,"gmtCreate":1621919551194,"gmtModify":1680790821533,"authorId":3581562365927542,"author":{"id":3581562365927542,"idStr":"3581562365927542","authorId":3581562365927542,"name":"BBBBBBBBBB","avatar":"https://static.tigerbbs.com/973395458d7e1db24dbd4a689c79e8a2","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":138128121,"type":1,"supId":4441057,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":4441202,"gmtCreate":1621919679712,"gmtModify":1680790821454,"authorId":3581562365927542,"author":{"id":3581562365927542,"idStr":"3581562365927542","authorId":3581562365927542,"name":"BBBBBBBBBB","avatar":"https://static.tigerbbs.com/973395458d7e1db24dbd4a689c79e8a2","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":138128121,"type":1,"supId":4441138,"prevId":0,"content":"Awesome ","text":"Awesome ","html":"Awesome "},{"id":4441161,"gmtCreate":1621919519206,"gmtModify":1680790820367,"authorId":3581562365927542,"author":{"id":3581562365927542,"idStr":"3581562365927542","authorId":3581562365927542,"name":"BBBBBBBBBB","avatar":"https://static.tigerbbs.com/973395458d7e1db24dbd4a689c79e8a2","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":138128121,"type":1,"supId":4441138,"prevId":0,"content":"Ok ","text":"Ok ","html":"Ok "},{"id":4441057,"gmtCreate":1621918958809,"gmtModify":1680790820091,"authorId":3579925209341859,"author":{"id":3579925209341859,"idStr":"3579925209341859","authorId":3579925209341859,"name":"FlyHighFly","avatar":"https://static.tigerbbs.com/a610574cab0fe2ee4e79d08d0eb9ce6c","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":138128121,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"},{"id":138123882,"gmtCreate":1621918803546,"gmtModify":1704364444844,"author":{"id":"3568769977321272","authorId":"3568769977321272","name":"mark01bravz","avatar":"https://static.tigerbbs.com/a5b7674da5bdda08c302399c7d276a6c","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3568769977321272","authorIdStr":"3568769977321272"},"htmlText":"Ppl just want tesla to fail and can come up with bullshit stories due to sweet good cash coming for tesla competitors. Unless they are the competitors themselves. No surprise there.","listText":"Ppl just want tesla to fail and can come up with bullshit stories due to sweet good cash coming for tesla competitors. Unless they are the competitors themselves. No surprise there.","text":"Ppl just want tesla to fail and can come up with bullshit stories due to sweet good cash coming for tesla competitors. Unless they are the competitors themselves. No surprise there.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/138123882","repostId":1199043784,"repostType":4,"repost":{"id":"1199043784","pubTimestamp":1621913041,"share":"https://ttm.financial/m/news/1199043784?lang=&edition=fundamental","pubTime":"2021-05-25 11:24","market":"us","language":"en","title":"Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1199043784","media":"MarketWatch","summary":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said ","content":"<blockquote><b>Stock bounces more than 5%, after falling the past five weeks.</b></blockquote><p>Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.</p><p>Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.</p><p>The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.</p><p>Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:</p><ul><li>“<b>If Tesla builds it, will customers come?</b>” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.</li></ul><p>“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”</p><ul><li><b>Key battery raw material costs are up more than 50% in the past year</b>. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.</li></ul><p>Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.</p><p>“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”</p><ul><li><b>Regulatory risk around Autopilot is rising</b>. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.</li></ul><p>He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.</p><p>“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.</p><p>Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.</p><p>He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.</p><p>Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.</p><p>The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&amp;P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.</p>","source":"market_watch","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>Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish</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 initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page\">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.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199043784","content_text":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:“If Tesla builds it, will customers come?” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”Key battery raw material costs are up more than 50% in the past year. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”Regulatory risk around Autopilot is rising. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":138120398,"gmtCreate":1621918669914,"gmtModify":1704364441899,"author":{"id":"3582978331386466","authorId":"3582978331386466","name":"natoah","avatar":"https://static.tigerbbs.com/267826476a8918215bed420b831679ed","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3582978331386466","authorIdStr":"3582978331386466"},"htmlText":"Bullish in a matter of time","listText":"Bullish in a matter of time","text":"Bullish in a matter of time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/138120398","repostId":1199043784,"repostType":4,"repost":{"id":"1199043784","pubTimestamp":1621913041,"share":"https://ttm.financial/m/news/1199043784?lang=&edition=fundamental","pubTime":"2021-05-25 11:24","market":"us","language":"en","title":"Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1199043784","media":"MarketWatch","summary":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said ","content":"<blockquote><b>Stock bounces more than 5%, after falling the past five weeks.</b></blockquote><p>Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.</p><p>Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.</p><p>The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.</p><p>Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:</p><ul><li>“<b>If Tesla builds it, will customers come?</b>” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.</li></ul><p>“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”</p><ul><li><b>Key battery raw material costs are up more than 50% in the past year</b>. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.</li></ul><p>Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.</p><p>“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”</p><ul><li><b>Regulatory risk around Autopilot is rising</b>. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.</li></ul><p>He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.</p><p>“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.</p><p>Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.</p><p>He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.</p><p>Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.</p><p>The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&amp;P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.</p>","source":"market_watch","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>Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish</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 initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page\">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.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199043784","content_text":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:“If Tesla builds it, will customers come?” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”Key battery raw material costs are up more than 50% in the past year. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”Regulatory risk around Autopilot is rising. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4441485,"gmtCreate":1621921967783,"gmtModify":1680790827153,"authorId":3568368476025202,"author":{"id":3568368476025202,"idStr":"3568368476025202","authorId":3568368476025202,"name":"Gogogolll","avatar":"https://static.tigerbbs.com/d6fc750c83b5e575ee7cbdf63d66d2ee","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":138120398,"type":1,"supId":0,"prevId":0,"content":"[Miser][Miser]","text":"[Miser][Miser]","html":"[Miser][Miser]"}],"langContent":"EN"},{"id":138165403,"gmtCreate":1621918458402,"gmtModify":1704364438931,"author":{"id":"3577580366301047","authorId":"3577580366301047","name":"All in Tesla","avatar":"https://community-static.tradeup.com/news/8db11f6e6a9a2a52850e734188850dc2","vip":1,"crmLevel":9,"crmLevelSwitch":1,"idStr":"3577580366301047","authorIdStr":"3577580366301047"},"htmlText":"This guy do not understand the truth about Tesl and time will prove!! Demand has always been strong and production couldn’t keep up. ?","listText":"This guy do not understand the truth about Tesl and time will prove!! Demand has always been strong and production couldn’t keep up. ?","text":"This guy do not understand the truth about Tesl and time will prove!! Demand has always been strong and production couldn’t keep up. ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/138165403","repostId":1199043784,"repostType":4,"repost":{"id":"1199043784","pubTimestamp":1621913041,"share":"https://ttm.financial/m/news/1199043784?lang=&edition=fundamental","pubTime":"2021-05-25 11:24","market":"us","language":"en","title":"Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1199043784","media":"MarketWatch","summary":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said ","content":"<blockquote><b>Stock bounces more than 5%, after falling the past five weeks.</b></blockquote><p>Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.</p><p>Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.</p><p>The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.</p><p>Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:</p><ul><li>“<b>If Tesla builds it, will customers come?</b>” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.</li></ul><p>“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”</p><ul><li><b>Key battery raw material costs are up more than 50% in the past year</b>. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.</li></ul><p>Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.</p><p>“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”</p><ul><li><b>Regulatory risk around Autopilot is rising</b>. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.</li></ul><p>He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.</p><p>“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.</p><p>Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.</p><p>He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.</p><p>Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.</p><p>The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&amp;P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.</p>","source":"market_watch","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>Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish</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 initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page\">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.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199043784","content_text":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:“If Tesla builds it, will customers come?” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”Key battery raw material costs are up more than 50% in the past year. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”Regulatory risk around Autopilot is rising. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":138168539,"gmtCreate":1621918254821,"gmtModify":1704364434975,"author":{"id":"3549621931578219","authorId":"3549621931578219","name":"Hartanto","avatar":"https://static.tigerbbs.com/d56ae74e8bb456512bfca172189a27b5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3549621931578219","authorIdStr":"3549621931578219"},"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/138168539","repostId":1199043784,"repostType":4,"repost":{"id":"1199043784","pubTimestamp":1621913041,"share":"https://ttm.financial/m/news/1199043784?lang=&edition=fundamental","pubTime":"2021-05-25 11:24","market":"us","language":"en","title":"Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1199043784","media":"MarketWatch","summary":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said ","content":"<blockquote><b>Stock bounces more than 5%, after falling the past five weeks.</b></blockquote><p>Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.</p><p>Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.</p><p>The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.</p><p>Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:</p><ul><li>“<b>If Tesla builds it, will customers come?</b>” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.</li></ul><p>“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”</p><ul><li><b>Key battery raw material costs are up more than 50% in the past year</b>. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.</li></ul><p>Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.</p><p>“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”</p><ul><li><b>Regulatory risk around Autopilot is rising</b>. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.</li></ul><p>He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.</p><p>“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.</p><p>Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.</p><p>He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.</p><p>Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.</p><p>The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&amp;P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.</p>","source":"market_watch","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>Tesla initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish</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 initiated at Wells Fargo, and there are 3 reasons analyst Colin Langan isn’t bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page\">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.marketwatch.com/story/tesla-initiated-at-wells-fargo-and-there-are-3-reasons-analyst-colin-langan-isnt-bullish-11621861470?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199043784","content_text":"Stock bounces more than 5%, after falling the past five weeks.Wells Fargo analyst Colin Langan said Tesla Inc. should keep beating deliveries expectations over the near term, but there are “three notable concerns” for him to not recommend investors buy the stock at current prices.Langan initiated coverage of the electric vehicle (EV) maker on Monday with an equal weight rating and a stock price target of $590, which is 3.5% below current prices.The stockTSLA,+4.40%,which hiked up 5.3% in afternoon trading Monday, fell 1.5% last week to suffer the fifth straight weekly decline. It had lost 21.5% during its weekly losing steak, and currently sits about 31% below its Jan. 26 record close of $883.09.Langan said even after the recent selloff, and the potential for increased EV credits, he estimates the stock is pricing in the delivery of more than 12 million vehicles in 10 years, which is more than any global auto maker currently delivers. While he expects Tesla’s deliveries to keep surprising to the upside, the following are the reasons he isn’t currently bullish on the stock:“If Tesla builds it, will customers come?” Langan is concerned that once Model 3 and Model Y production capacity comes fully online in 2022, there may not be enough demand for the approximately 1.7 million in capacity available for these vehicles as it would imply record volume for luxury sedans and SUVs.“[C]hina drove all of [Tesla’s] market share gains over the last year; therefore, recent negative press followinga protest at the Shanghai Auto Showis a concern,” Langan wrote in a note to clients. “Moreover, global EV competition is accelerating with the number of available EV models expected to double in the U.S. this year.”Key battery raw material costs are up more than 50% in the past year. Langan estimates that the increase in costs will add nearly $1,400 to the price of each vehicle once contracts reset.Industry experts suggest battery costs have increased from $105 per kilowatt-hour to $130/kWh to $150/kWh, Langan said.“Fortunately, Tesla typically locks in longer-term contracts for these materials mitigating the near-term impact and putting the total impact at the lower end of the range,” Langan wrote. “However, as these contracts renew, there should be an additional $1,375 cost per vehicle from this rise, which would cut into margins.”Regulatory risk around Autopilot is rising. Langan is concerned that the failure to add driver monitoring heightens the risk that changes will be mandated by U.S. regulators. “In a worst case, [Tesla] could be forced to disable the systems,” Langan wrote.He said there has always been concerns over the “Autopilot” name and its safety, but scrutiny has increased with the recent release ofa letter from the National Transportation Safety Board (NTSB)regarding the safety of automated driving systems (ADS) and the importance of driver engagement.“Limitations of this key selling feature would be a negative for current owners, and could limit planned features in the full self-driving (FDS) roll out,” Langan wrote.Langan is bullish on the longer-term prospects for Tesla and the EV market, in which Tesla is clearly the leader, but he noted that the economics of the industry “are still surprisingly tough,” as government support remains the biggest driver of battery EV sales.He said possible near-term catalysts for the stock include new capacity plans, release of FDS and the announcement of any new products, as well as any news on battery cost trends and regulatory concerns.Of the 38 analysts surveyed by FactSet who cover Tesla, Langan is one of the 13 who rate the stock the equivalent of hold, while 16 rate it the equivalent of buy and 9 rate it the equivalent of sell. The average price target is $598.92.The stock has lost 13.4% year to date, but has still soared 274.3% over the past 12 months. In comparison, the S&P 500 indexSPX,+0.99%has gained 12.0% this year, and rallied 42.4% over the past year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4440962,"gmtCreate":1621918274833,"gmtModify":1680790816771,"authorId":3549621931578219,"author":{"id":3549621931578219,"idStr":"3549621931578219","authorId":3549621931578219,"name":"Hartanto","avatar":"https://static.tigerbbs.com/d56ae74e8bb456512bfca172189a27b5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":138168539,"type":1,"supId":0,"prevId":0,"content":"O","text":"O","html":"O"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":184,"commentSize":64,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}