Why the Cybertruck Can’t Save Tesla Stock

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Why the Cybertruck Can’t Save Tesla Stock

InvestorPlace2023-12-14

Many analysts are bearish on Tesla (TSLA) because of the Cybertruck, but what’s the silver lining?Cybertruck will likely be in little demand and worsen Tesla’s financialsThe pickup truck is a ...

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meowx3
·2023-12-14
Short it
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Lord Bagdonoff
·2023-12-14
Oh pls....
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Others, like Cathie Woods, are bullish on it. Let’s see who is right. Why the Cybertruck is bad for TeslaThe bearish thesis started when Musk himself hampered expectations. He said that the Cybertruck would be hard to scale and take until 2025 to generate cash flow. Tesla can only mass-produce the Cybertruck two years from now at 250,000 units and has 2 million of pre-orders already. Assuming an average price tag of $80,000 and selling out its inventory, that leaves $20 billion in revenue for 2025. Not bad.However, Morgan Stanley estimates the Cybertruck will contribute less than 5% in revenue and close to 0% in profit.There is a tremendous increase in price from when it was unveiled. At the time, the Cybertruck received lots of hype for its $39,000 price tag, just $10,000 less than the most popular pickup truck (the F150).The Cybertruck was also expected to come with 500 miles of range. However, the Cybertruck’s range will only be about 370 miles. Tesla is competing for buyers of traditional pickup trucks who live in more rural areas and have modest incomes. With such a high price tag and limited range, it remains to be seen how well Tesla can penetrate the market. Finally, investors will not view Tesla’s financials favorably. Earnings have already decreased over 44% YoY due to price cuts and operating expenses from Cybertruck and AI. With more capital expenditures needed to produce the Cybertruck, Tesla’s valuation will be at risk in the short term due to its financials. Cybertruck and a TSLA Stock BumpWith the Cybertruck, Tesla is entering a lucrative market. The top 5 best selling vehicles in the US have been pickup trucks. In fact, the F-series trucks from Ford have been the best-selling vehicles for 41 years. Despite the high sticker prices now, Tesla will likely be able to lower costs down the line like they’ve done with their sedans. We also can’t forget that Tesla’s production process has always been more advanced, since it involves fewer moving parts and is more efficient. As a result, it still has one of the highest margins in the industry. Not to mention, Tesla has a fierce following and still has 2 million of preorders, ensuring that the Cybertruck will bring a substantial amount of revenue in its first few years. Finally, the Cybertruck launch could do a lot for its brand. When Tesla released the Model Y in 2020, the greater brand awareness led to higher sales of the Model 3. With the Cybertruck being such a futuristic vehicle, it will no doubt generate more hype and brand awareness for Tesla. My VerdictUltimately, my verdict is that the Cybertruck still won’t be enough to save TSLA stock. Considering that Tesla’s recent price cuts haven’t worked in driving sales, the company has more fundamental problems to worry about.The Cybertruck could turn out to be a good expansion for Tesla, however, I believe that the short term cash burn will only worsen investor sentiment. Until we see early data of how the Cybertruck is selling, it’s very hard to say that it will be positive for Tesla’s stock.","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":0},"commentList":[{"id":252033277182200,"gmtCreate":1702565278732,"gmtModify":1702565286272,"author":{"id":"3564622915347576","authorId":"3564622915347576","name":"meowx3","avatar":"https://static.tigerbbs.com/ed62fdc20a8546ffe194561acd28b33f","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Short it","listText":"Short it","text":"Short it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252033277182200","repostId":2391857114,"repostType":4,"repost":{"id":"2391857114","pubTimestamp":1702561938,"share":"https://www.laohu8.com/m/news/2391857114?lang=&edition=full","pubTime":"2023-12-14 21:52","market":"us","language":"en","title":"Why the Cybertruck Can’t Save Tesla Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2391857114","media":"InvestorPlace","summary":"TSLA stock has a bearish outlook. Despite doubling in value YTD, it is a stock that investors should reconsider buying.","content":"<html><head></head><body><ul style=\"\"><li><p>Many analysts are bearish on <strong>Tesla</strong> (<strong><u>TSLA</u></strong>) because of the Cybertruck, but what’s the silver lining?</p></li><li><p>Cybertruck will likely be in little demand and worsen Tesla’s financials</p></li><li><p>The pickup truck is a lucrative market and Tesla could beat competitors in production</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca249862258e9d799b19ced47ef84cd0\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: sdx15 / Shutterstock.com</p><p>Since unveiling the Cybertruck on Nov. 30, <strong>Tesla</strong> (NASDAQ:<strong>TSLA</strong>) stock has fluctuated very little.</p><p>Many analysts are negative on the Cybertruck, saying that canceling the Cybertruck all-together would boost stock price. Others, like Cathie Woods, are bullish on it. Let’s see who is right. </p><h2 id=\"id_2938983589\">Why the Cybertruck is bad for Tesla</h2><p>The bearish thesis started when Musk himself hampered expectations. He said that the Cybertruck would be hard to scale and take until 2025 to generate cash flow. </p><p>Tesla can only mass-produce the Cybertruck two years from now at 250,000 units and has 2 million of pre-orders already. Assuming an average price tag of $80,000 and selling out its inventory, that leaves $20 billion in revenue for 2025. Not bad.</p><p>However, Morgan Stanley estimates the Cybertruck will contribute less than 5% in revenue and close to 0% in profit.</p><p>There is a tremendous increase in price from when it was unveiled. At the time, the Cybertruck received lots of hype for its $39,000 price tag, just $10,000 less than the most popular pickup truck (the F150).</p><p>The Cybertruck was also expected to come with 500 miles of range. However, the Cybertruck’s range will only be about 370 miles. </p><p>Tesla is competing for buyers of traditional pickup trucks who live in more rural areas and have modest incomes. With such a high price tag and limited range, it remains to be seen how well Tesla can penetrate the market. </p><p>Finally, investors will not view Tesla’s financials favorably. Earnings have already decreased over 44% YoY due to price cuts and operating expenses from Cybertruck and AI. With more capital expenditures needed to produce the Cybertruck, Tesla’s valuation will be at risk in the short term due to its financials. </p><h2 id=\"id_3522795277\">Cybertruck and a TSLA Stock Bump</h2><p>With the Cybertruck, Tesla is entering a lucrative market. The top 5 best selling vehicles in the US have been pickup trucks. In fact, the F-series trucks from Ford have been the best-selling vehicles for 41 years. </p><p>Despite the high sticker prices now, Tesla will likely be able to lower costs down the line like they’ve done with their sedans. We also can’t forget that Tesla’s production process has always been more advanced, since it involves fewer moving parts and is more efficient. As a result, it still has one of the highest margins in the industry. </p><p>Not to mention, Tesla has a fierce following and still has 2 million of preorders, ensuring that the Cybertruck will bring a substantial amount of revenue in its first few years. </p><p>Finally, the Cybertruck launch could do a lot for its brand. When Tesla released the Model Y in 2020, the greater brand awareness led to higher sales of the Model 3. With the Cybertruck being such a futuristic vehicle, it will no doubt generate more hype and brand awareness for Tesla. </p><h2 id=\"id_1681593909\">My Verdict</h2><p>Ultimately, my verdict is that the Cybertruck still won’t be enough to save TSLA stock. Considering that Tesla’s recent price cuts haven’t worked in driving sales, the company has more fundamental problems to worry about.</p><p>The Cybertruck could turn out to be a good expansion for Tesla, however, I believe that the short term cash burn will only worsen investor sentiment. Until we see early data of how the Cybertruck is selling, it’s very hard to say that it will be positive for Tesla’s stock.</p></body></html>","source":"investorplace_stock_picks","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>Why the Cybertruck Can’t Save Tesla Stock</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; 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}\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\">\nWhy the Cybertruck Can’t Save Tesla Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-14 21:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/12/why-the-cybertruck-cant-save-tesla-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Many analysts are bearish on Tesla (TSLA) because of the Cybertruck, but what’s the silver lining?Cybertruck will likely be in little demand and worsen Tesla’s financialsThe pickup truck is a ...</p>\n\n<a href=\"https://investorplace.com/2023/12/why-the-cybertruck-cant-save-tesla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4527":"明星科技股","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4588":"碎股","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0971096721.USD":"富达环球金融服务 A","LU1548497426.USD":"安联环球人工智能AT Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4504":"桥水持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLA":"特斯拉","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4592":"伊斯兰概念","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD"},"source_url":"https://investorplace.com/2023/12/why-the-cybertruck-cant-save-tesla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2391857114","content_text":"Many analysts are bearish on Tesla (TSLA) because of the Cybertruck, but what’s the silver lining?Cybertruck will likely be in little demand and worsen Tesla’s financialsThe pickup truck is a lucrative market and Tesla could beat competitors in productionSource: sdx15 / Shutterstock.comSince unveiling the Cybertruck on Nov. 30, Tesla (NASDAQ:TSLA) stock has fluctuated very little.Many analysts are negative on the Cybertruck, saying that canceling the Cybertruck all-together would boost stock price. Others, like Cathie Woods, are bullish on it. Let’s see who is right. Why the Cybertruck is bad for TeslaThe bearish thesis started when Musk himself hampered expectations. He said that the Cybertruck would be hard to scale and take until 2025 to generate cash flow. Tesla can only mass-produce the Cybertruck two years from now at 250,000 units and has 2 million of pre-orders already. Assuming an average price tag of $80,000 and selling out its inventory, that leaves $20 billion in revenue for 2025. Not bad.However, Morgan Stanley estimates the Cybertruck will contribute less than 5% in revenue and close to 0% in profit.There is a tremendous increase in price from when it was unveiled. At the time, the Cybertruck received lots of hype for its $39,000 price tag, just $10,000 less than the most popular pickup truck (the F150).The Cybertruck was also expected to come with 500 miles of range. However, the Cybertruck’s range will only be about 370 miles. Tesla is competing for buyers of traditional pickup trucks who live in more rural areas and have modest incomes. With such a high price tag and limited range, it remains to be seen how well Tesla can penetrate the market. Finally, investors will not view Tesla’s financials favorably. Earnings have already decreased over 44% YoY due to price cuts and operating expenses from Cybertruck and AI. With more capital expenditures needed to produce the Cybertruck, Tesla’s valuation will be at risk in the short term due to its financials. Cybertruck and a TSLA Stock BumpWith the Cybertruck, Tesla is entering a lucrative market. The top 5 best selling vehicles in the US have been pickup trucks. In fact, the F-series trucks from Ford have been the best-selling vehicles for 41 years. Despite the high sticker prices now, Tesla will likely be able to lower costs down the line like they’ve done with their sedans. We also can’t forget that Tesla’s production process has always been more advanced, since it involves fewer moving parts and is more efficient. As a result, it still has one of the highest margins in the industry. Not to mention, Tesla has a fierce following and still has 2 million of preorders, ensuring that the Cybertruck will bring a substantial amount of revenue in its first few years. Finally, the Cybertruck launch could do a lot for its brand. When Tesla released the Model Y in 2020, the greater brand awareness led to higher sales of the Model 3. With the Cybertruck being such a futuristic vehicle, it will no doubt generate more hype and brand awareness for Tesla. My VerdictUltimately, my verdict is that the Cybertruck still won’t be enough to save TSLA stock. Considering that Tesla’s recent price cuts haven’t worked in driving sales, the company has more fundamental problems to worry about.The Cybertruck could turn out to be a good expansion for Tesla, however, I believe that the short term cash burn will only worsen investor sentiment. Until we see early data of how the Cybertruck is selling, it’s very hard to say that it will be positive for Tesla’s stock.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":252029144727848,"gmtCreate":1702564441543,"gmtModify":1702564445635,"author":{"id":"3570004939267641","authorId":"3570004939267641","name":"Lord Bagdonoff","avatar":"https://static.itradeup.com/news/6765c2bb071c1df5b7fd4e34c533c22e","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":6,"crmLevelSwitch":1},"htmlText":"Oh pls....","listText":"Oh pls....","text":"Oh pls....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252029144727848","repostId":2391857114,"repostType":4,"repost":{"id":"2391857114","pubTimestamp":1702561938,"share":"https://www.laohu8.com/m/news/2391857114?lang=&edition=full","pubTime":"2023-12-14 21:52","market":"us","language":"en","title":"Why the Cybertruck Can’t Save Tesla Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2391857114","media":"InvestorPlace","summary":"TSLA stock has a bearish outlook. Despite doubling in value YTD, it is a stock that investors should reconsider buying.","content":"<html><head></head><body><ul style=\"\"><li><p>Many analysts are bearish on <strong>Tesla</strong> (<strong><u>TSLA</u></strong>) because of the Cybertruck, but what’s the silver lining?</p></li><li><p>Cybertruck will likely be in little demand and worsen Tesla’s financials</p></li><li><p>The pickup truck is a lucrative market and Tesla could beat competitors in production</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca249862258e9d799b19ced47ef84cd0\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: sdx15 / Shutterstock.com</p><p>Since unveiling the Cybertruck on Nov. 30, <strong>Tesla</strong> (NASDAQ:<strong>TSLA</strong>) stock has fluctuated very little.</p><p>Many analysts are negative on the Cybertruck, saying that canceling the Cybertruck all-together would boost stock price. Others, like Cathie Woods, are bullish on it. Let’s see who is right. </p><h2 id=\"id_2938983589\">Why the Cybertruck is bad for Tesla</h2><p>The bearish thesis started when Musk himself hampered expectations. He said that the Cybertruck would be hard to scale and take until 2025 to generate cash flow. </p><p>Tesla can only mass-produce the Cybertruck two years from now at 250,000 units and has 2 million of pre-orders already. Assuming an average price tag of $80,000 and selling out its inventory, that leaves $20 billion in revenue for 2025. Not bad.</p><p>However, Morgan Stanley estimates the Cybertruck will contribute less than 5% in revenue and close to 0% in profit.</p><p>There is a tremendous increase in price from when it was unveiled. At the time, the Cybertruck received lots of hype for its $39,000 price tag, just $10,000 less than the most popular pickup truck (the F150).</p><p>The Cybertruck was also expected to come with 500 miles of range. However, the Cybertruck’s range will only be about 370 miles. </p><p>Tesla is competing for buyers of traditional pickup trucks who live in more rural areas and have modest incomes. With such a high price tag and limited range, it remains to be seen how well Tesla can penetrate the market. </p><p>Finally, investors will not view Tesla’s financials favorably. Earnings have already decreased over 44% YoY due to price cuts and operating expenses from Cybertruck and AI. With more capital expenditures needed to produce the Cybertruck, Tesla’s valuation will be at risk in the short term due to its financials. </p><h2 id=\"id_3522795277\">Cybertruck and a TSLA Stock Bump</h2><p>With the Cybertruck, Tesla is entering a lucrative market. The top 5 best selling vehicles in the US have been pickup trucks. In fact, the F-series trucks from Ford have been the best-selling vehicles for 41 years. </p><p>Despite the high sticker prices now, Tesla will likely be able to lower costs down the line like they’ve done with their sedans. We also can’t forget that Tesla’s production process has always been more advanced, since it involves fewer moving parts and is more efficient. As a result, it still has one of the highest margins in the industry. </p><p>Not to mention, Tesla has a fierce following and still has 2 million of preorders, ensuring that the Cybertruck will bring a substantial amount of revenue in its first few years. </p><p>Finally, the Cybertruck launch could do a lot for its brand. When Tesla released the Model Y in 2020, the greater brand awareness led to higher sales of the Model 3. With the Cybertruck being such a futuristic vehicle, it will no doubt generate more hype and brand awareness for Tesla. </p><h2 id=\"id_1681593909\">My Verdict</h2><p>Ultimately, my verdict is that the Cybertruck still won’t be enough to save TSLA stock. Considering that Tesla’s recent price cuts haven’t worked in driving sales, the company has more fundamental problems to worry about.</p><p>The Cybertruck could turn out to be a good expansion for Tesla, however, I believe that the short term cash burn will only worsen investor sentiment. Until we see early data of how the Cybertruck is selling, it’s very hard to say that it will be positive for Tesla’s stock.</p></body></html>","source":"investorplace_stock_picks","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>Why the Cybertruck Can’t Save Tesla Stock</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; 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}\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\">\nWhy the Cybertruck Can’t Save Tesla Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-14 21:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/12/why-the-cybertruck-cant-save-tesla-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Many analysts are bearish on Tesla (TSLA) because of the Cybertruck, but what’s the silver lining?Cybertruck will likely be in little demand and worsen Tesla’s financialsThe pickup truck is a ...</p>\n\n<a href=\"https://investorplace.com/2023/12/why-the-cybertruck-cant-save-tesla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4527":"明星科技股","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4588":"碎股","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0971096721.USD":"富达环球金融服务 A","LU1548497426.USD":"安联环球人工智能AT Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4504":"桥水持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLA":"特斯拉","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4592":"伊斯兰概念","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD"},"source_url":"https://investorplace.com/2023/12/why-the-cybertruck-cant-save-tesla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2391857114","content_text":"Many analysts are bearish on Tesla (TSLA) because of the Cybertruck, but what’s the silver lining?Cybertruck will likely be in little demand and worsen Tesla’s financialsThe pickup truck is a lucrative market and Tesla could beat competitors in productionSource: sdx15 / Shutterstock.comSince unveiling the Cybertruck on Nov. 30, Tesla (NASDAQ:TSLA) stock has fluctuated very little.Many analysts are negative on the Cybertruck, saying that canceling the Cybertruck all-together would boost stock price. Others, like Cathie Woods, are bullish on it. Let’s see who is right. Why the Cybertruck is bad for TeslaThe bearish thesis started when Musk himself hampered expectations. He said that the Cybertruck would be hard to scale and take until 2025 to generate cash flow. Tesla can only mass-produce the Cybertruck two years from now at 250,000 units and has 2 million of pre-orders already. Assuming an average price tag of $80,000 and selling out its inventory, that leaves $20 billion in revenue for 2025. Not bad.However, Morgan Stanley estimates the Cybertruck will contribute less than 5% in revenue and close to 0% in profit.There is a tremendous increase in price from when it was unveiled. At the time, the Cybertruck received lots of hype for its $39,000 price tag, just $10,000 less than the most popular pickup truck (the F150).The Cybertruck was also expected to come with 500 miles of range. However, the Cybertruck’s range will only be about 370 miles. Tesla is competing for buyers of traditional pickup trucks who live in more rural areas and have modest incomes. With such a high price tag and limited range, it remains to be seen how well Tesla can penetrate the market. Finally, investors will not view Tesla’s financials favorably. Earnings have already decreased over 44% YoY due to price cuts and operating expenses from Cybertruck and AI. With more capital expenditures needed to produce the Cybertruck, Tesla’s valuation will be at risk in the short term due to its financials. Cybertruck and a TSLA Stock BumpWith the Cybertruck, Tesla is entering a lucrative market. The top 5 best selling vehicles in the US have been pickup trucks. In fact, the F-series trucks from Ford have been the best-selling vehicles for 41 years. Despite the high sticker prices now, Tesla will likely be able to lower costs down the line like they’ve done with their sedans. We also can’t forget that Tesla’s production process has always been more advanced, since it involves fewer moving parts and is more efficient. As a result, it still has one of the highest margins in the industry. Not to mention, Tesla has a fierce following and still has 2 million of preorders, ensuring that the Cybertruck will bring a substantial amount of revenue in its first few years. Finally, the Cybertruck launch could do a lot for its brand. When Tesla released the Model Y in 2020, the greater brand awareness led to higher sales of the Model 3. With the Cybertruck being such a futuristic vehicle, it will no doubt generate more hype and brand awareness for Tesla. My VerdictUltimately, my verdict is that the Cybertruck still won’t be enough to save TSLA stock. Considering that Tesla’s recent price cuts haven’t worked in driving sales, the company has more fundamental problems to worry about.The Cybertruck could turn out to be a good expansion for Tesla, however, I believe that the short term cash burn will only worsen investor sentiment. Until we see early data of how the Cybertruck is selling, it’s very hard to say that it will be positive for Tesla’s stock.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":16,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}