Profile - To The Moon

sk27

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- sk27sk27
  ·03-05
  $SATS LTD.(S58.SI)$ when will the price go up?
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- sk27sk27
  ·02-07
  Yes! Let's go!
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- sk27sk27
  ·02-07
  Go go go
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- sk27sk27
  ·02-01
  To the moon
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- sk27sk27
  ·2023-11-20
  $Alibaba(BABA)$ time to accumulate!. Should be showing better results 2024! Give that Q4 is usually busiest Quarter of the year and with the Lunar New Year in early Feb 2024, consumption should surge in Q4 and hence better results to be reported in Q1 2024.
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- sk27sk27
  ·2023-11-02
  yes China is not picking up as expected
  Earnings movers | WOLF surged with 20% beats; BUD backed its FY guidance
  @Tiger_Earnings：
  1. $Wolfspeed Inc.(WOLF)$ surged 22.08% on record revenue and narrower-than-expected lossWolfspeed, the world's only vertically integrated silicon carbide firm, posted record revenue in its first quarter of fiscal year 2024.The company posted a narrower-than-expected loss for the fiscal first quarter. Revenue missed expectations.EPS: -53 vs. -67 centsRevenue: $197 vs. $208 mlnDriven by robust demand, it secured $2.2 bln in device design-ins, mainly in the automotive sector. 2. $Anheuser-Busch Inbev SA(BUD)$ added 5.26% despite of revenue miss; backed its full-year guidanceEPS: $86 vs. $83 centsRevenue: $15.57 vs. $15.73 blnRevenue came in at $15.57 billion, below the $15.73 billion anti
  Earnings movers | WOLF surged with 20% beats; BUD backed its FY guidance
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- sk27sk27
  ·2023-06-21
  $Cipher Mining Inc.(CIFR)$
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- sk27sk27
  ·2023-06-18
  $Tesla Motors(TSLA)$
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- sk27sk27
  ·2023-04-13
  Yes
  ASML Q1 Earnings Preview: Focus on the Effect of Dutch Export Control and Sculpta Threat
  ASML expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin
  ASML Q1 Earnings Preview: Focus on the Effect of Dutch Export Control and Sculpta Threat
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- sk27sk27
  ·2023-04-13
  Yes
  Tesla Q1 Earnings Preview: "Warpath" on Prices Puts Profit Margins in the Spotlight
  Tesla Inc. is scheduled to report first-quarter earnings after the bell next Wednesday, with investo
  Tesla Q1 Earnings Preview: "Warpath" on Prices Puts Profit Margins in the Spotlight
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href=\"https://ttm.financial/S/S58.SI\">$SATS LTD.(S58.SI)$ </a> when will the price go up?","listText":"<a href=\"https://ttm.financial/S/S58.SI\">$SATS LTD.(S58.SI)$ </a> when will the price go up?","text":"$SATS LTD.(S58.SI)$ when will the price go up?","images":[{"img":"https://community-static.tradeup.com/news/7a53b93adf3f9acf0b891dbcc4d39db8","width":"894","height":"1508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/281090064085112","isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":271264633479416,"gmtCreate":1707264511271,"gmtModify":1707264516473,"author":{"id":"3582018187984085","authorId":"3582018187984085","name":"sk27","avatar":"https://community-static.tradeup.com/news/9eff7bdabcd1448e80d9f4881925e9bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582018187984085","authorIdStr":"3582018187984085"},"themes":[],"htmlText":"Yes! Let's go!","listText":"Yes! Let's go!","text":"Yes! Let's go!","images":[{"img":"https://community-static.tradeup.com/news/54c0c6670a0c9ed9329238e6f813e336","width":"894","height":"1508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271264633479416","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":271263513104624,"gmtCreate":1707264414558,"gmtModify":1707264420224,"author":{"id":"3582018187984085","authorId":"3582018187984085","name":"sk27","avatar":"https://community-static.tradeup.com/news/9eff7bdabcd1448e80d9f4881925e9bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582018187984085","authorIdStr":"3582018187984085"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[{"img":"https://community-static.tradeup.com/news/214433d75d5b04dad39aa49b3c4d38ca","width":"894","height":"1508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271263513104624","isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":269439963345184,"gmtCreate":1706798084065,"gmtModify":1706798088886,"author":{"id":"3582018187984085","authorId":"3582018187984085","name":"sk27","avatar":"https://community-static.tradeup.com/news/9eff7bdabcd1448e80d9f4881925e9bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582018187984085","authorIdStr":"3582018187984085"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[{"img":"https://community-static.tradeup.com/news/6df4c086f113628d4445f3a429c30410","width":"894","height":"1508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269439963345184","isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":243305583898776,"gmtCreate":1700437992778,"gmtModify":1700437997388,"author":{"id":"3582018187984085","authorId":"3582018187984085","name":"sk27","avatar":"https://community-static.tradeup.com/news/9eff7bdabcd1448e80d9f4881925e9bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582018187984085","authorIdStr":"3582018187984085"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v>time to accumulate!. Should be showing better results 2024! Give that Q4 is usually busiest Quarter of the year and with the Lunar New Year in early Feb 2024, consumption should surge in Q4 and hence better results to be reported in Q1 2024.","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v>time to accumulate!. Should be showing better results 2024! Give that Q4 is usually busiest Quarter of the year and with the Lunar New Year in early Feb 2024, consumption should surge in Q4 and hence better results to be reported in Q1 2024.","text":"$Alibaba(BABA)$ time to accumulate!. Should be showing better results 2024! Give that Q4 is usually busiest Quarter of the year and with the Lunar New Year in early Feb 2024, consumption should surge in Q4 and hence better results to be reported in Q1 2024.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/243305583898776","isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236942298157248,"gmtCreate":1698882932316,"gmtModify":1698882936262,"author":{"id":"3582018187984085","authorId":"3582018187984085","name":"sk27","avatar":"https://community-static.tradeup.com/news/9eff7bdabcd1448e80d9f4881925e9bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582018187984085","authorIdStr":"3582018187984085"},"themes":[],"htmlText":"yes China is not picking up as expected","listText":"yes China is not picking up as expected","text":"yes China is not picking up as expected","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236942298157248","repostId":"236782873841736","repostType":1,"repost":{"id":236782873841736,"gmtCreate":1698845216499,"gmtModify":1698845223230,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"Earnings movers | WOLF surged with 20% beats; BUD backed its FY guidance","htmlText":"1. <a href=\"https://ttm.financial/S/WOLF\">$Wolfspeed Inc.(WOLF)$</a> surged 22.08% on record revenue and narrower-than-expected lossWolfspeed, the world's only vertically integrated silicon carbide firm, posted record revenue in its first quarter of fiscal year 2024.The company posted a narrower-than-expected loss for the fiscal first quarter. Revenue missed expectations.EPS: -53 vs. -67 centsRevenue: $197&nbsp;vs. $208 mlnDriven by robust demand, it secured $2.2 bln in device design-ins, mainly in the automotive sector.&nbsp;2. <a href=\"https://ttm.financial/S/BUD\">$Anheuser-Busch Inbev SA(BUD)$</a> added 5.26% despite of revenue miss; backed its full-year guidanceEPS: $86 vs. $83 centsRevenue: $15.57&nbsp;vs. $15.73&nbsp;blnRevenue came in at $15.57 billion, below the $15.73 billion anti","listText":"1. <a href=\"https://ttm.financial/S/WOLF\">$Wolfspeed Inc.(WOLF)$</a> surged 22.08% on record revenue and narrower-than-expected lossWolfspeed, the world's only vertically integrated silicon carbide firm, posted record revenue in its first quarter of fiscal year 2024.The company posted a narrower-than-expected loss for the fiscal first quarter. Revenue missed expectations.EPS: -53 vs. -67 centsRevenue: $197&nbsp;vs. $208 mlnDriven by robust demand, it secured $2.2 bln in device design-ins, mainly in the automotive sector.&nbsp;2. <a href=\"https://ttm.financial/S/BUD\">$Anheuser-Busch Inbev SA(BUD)$</a> added 5.26% despite of revenue miss; backed its full-year guidanceEPS: $86 vs. $83 centsRevenue: $15.57&nbsp;vs. $15.73&nbsp;blnRevenue came in at $15.57 billion, below the $15.73 billion anti","text":"1. $Wolfspeed Inc.(WOLF)$ surged 22.08% on record revenue and narrower-than-expected lossWolfspeed, the world's only vertically integrated silicon carbide firm, posted record revenue in its first quarter of fiscal year 2024.The company posted a narrower-than-expected loss for the fiscal first quarter. Revenue missed expectations.EPS: -53 vs. -67 centsRevenue: $197 vs. $208 mlnDriven by robust demand, it secured $2.2 bln in device design-ins, mainly in the automotive sector. 2. $Anheuser-Busch Inbev SA(BUD)$ added 5.26% despite of revenue miss; backed its full-year guidanceEPS: $86 vs. $83 centsRevenue: $15.57 vs. $15.73 blnRevenue came in at $15.57 billion, below the $15.73 billion anti","images":[{"img":"https://community-static.tradeup.com/news/392467cca264faf7b44ac68af2d4088f","width":"1080","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236782873841736","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189752198987928,"gmtCreate":1687351744100,"gmtModify":1687351746630,"author":{"id":"3582018187984085","authorId":"3582018187984085","name":"sk27","avatar":"https://community-static.tradeup.com/news/9eff7bdabcd1448e80d9f4881925e9bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582018187984085","authorIdStr":"3582018187984085"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CIFR\">$Cipher Mining Inc.(CIFR)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/CIFR\">$Cipher Mining Inc.(CIFR)$ &nbsp;</a>","text":"$Cipher Mining Inc.(CIFR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189752198987928","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188503189721120,"gmtCreate":1687046986167,"gmtModify":1687046987865,"author":{"id":"3582018187984085","authorId":"3582018187984085","name":"sk27","avatar":"https://community-static.tradeup.com/news/9eff7bdabcd1448e80d9f4881925e9bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582018187984085","authorIdStr":"3582018187984085"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188503189721120","isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945372378,"gmtCreate":1681393686794,"gmtModify":1681393690661,"author":{"id":"3582018187984085","authorId":"3582018187984085","name":"sk27","avatar":"https://community-static.tradeup.com/news/9eff7bdabcd1448e80d9f4881925e9bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582018187984085","authorIdStr":"3582018187984085"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945372378","repostId":"1117733981","repostType":2,"repost":{"id":"1117733981","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1681629943,"share":"https://ttm.financial/m/news/1117733981?lang=&edition=fundamental","pubTime":"2023-04-16 15:25","market":"us","language":"en","title":"ASML Q1 Earnings Preview: Focus on the Effect of Dutch Export Control and Sculpta Threat","url":"https://stock-news.laohu8.com/highlight/detail?id=1117733981","media":"Tiger Newspress","summary":"ASML expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin ","content":"<html><head></head><body><blockquote>ASML expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%. Wall Street thinks the effect of export control is uncertain while the Sculpta threat is limited.</blockquote><p>ASML is scheduled to announce Q1 earnings results before the market opens on Wednesday, April 19th.</p><p><strong>Latest Results</strong></p><p>Its Q4 net income rose to 1.82 billion euros or 4.60 euros per share from 1.77 billion euros or 4.38 euros per share in the same quarter last year.</p><p>Total net sales in Q4 grew to 6.43 billion euros from 4.99 billion euros in the previous year.</p><p><strong>Q1 Guidance</strong></p><p>The company expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%.</p><p>For 2023, ASML expects continued strong growth with a net sales increase of more than 25% and a slight improvement in gross margin, relative to 2022.</p><p><strong>Applied Materials&#39; Sculpta Threat to ASML Dominance is Uncertain</strong></p><p>Applied Materials, Inc. announced Centura Sculpta in Q1. According to the company, this tool will help semiconductor manufacturers reduce the need for double patterning EUV, which meant that the ASML Holding N.V. moat is not as strong as initially thought because this tool would challenge its EUV dominance.</p><p>Centura Sculpta is still unproven in HVM (high-volume manufacturing). Only time will tell if the benefits it will provide customers are worth it, especially after the introduction of high-NA reduces the need for EUV double patterning and as EUV gets more productive through the decade. </p><p><strong>Keep an Eye on Dutch Export Controls</strong></p><p>The Dutch government announced plans to implement new controls on the export of semiconductor technology, according to a letter from Dutch Trade Minister Liesje Schreinemacher to parliament. The restrictions will be introduced before the summer.</p><p>According to ASML&#39;s statement on March 8, 2023, it will need to apply for export licenses to ship the most advanced immersion DUV systems. However, it will take time for these controls to be translated into legislation and take effect.</p><p><strong>Analyst Opinions</strong></p><p>Morgan Stanley maintained the overweight rating and offered its price target of $824, 2023 will be a recovery year for semiconductors, as macro headwinds subside and demand for consumer devices remain sticky.</p><p>Barclay remained an Equal-Weight rating and offered a price target of $640. The bank estimates that the likely impact of Dutch export controls is low single-digit revenue risk but the information is currently limited.</p><p>Cowen &amp; Co analyst Krish Sankar thinks that Applied Materials&#39; Sculpta could add $200 million to $300 million in annual sales for Applied Materials, but won’t dent ASML’s extreme ultraviolet revenue in the near term.</p></body></html>","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>ASML Q1 Earnings Preview: Focus on the Effect of Dutch Export Control and Sculpta Threat</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\">\nASML Q1 Earnings Preview: Focus on the Effect of Dutch Export Control and Sculpta Threat\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-16 15:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>ASML expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%. Wall Street thinks the effect of export control is uncertain while the Sculpta threat is limited.</blockquote><p>ASML is scheduled to announce Q1 earnings results before the market opens on Wednesday, April 19th.</p><p><strong>Latest Results</strong></p><p>Its Q4 net income rose to 1.82 billion euros or 4.60 euros per share from 1.77 billion euros or 4.38 euros per share in the same quarter last year.</p><p>Total net sales in Q4 grew to 6.43 billion euros from 4.99 billion euros in the previous year.</p><p><strong>Q1 Guidance</strong></p><p>The company expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%.</p><p>For 2023, ASML expects continued strong growth with a net sales increase of more than 25% and a slight improvement in gross margin, relative to 2022.</p><p><strong>Applied Materials&#39; Sculpta Threat to ASML Dominance is Uncertain</strong></p><p>Applied Materials, Inc. announced Centura Sculpta in Q1. According to the company, this tool will help semiconductor manufacturers reduce the need for double patterning EUV, which meant that the ASML Holding N.V. moat is not as strong as initially thought because this tool would challenge its EUV dominance.</p><p>Centura Sculpta is still unproven in HVM (high-volume manufacturing). Only time will tell if the benefits it will provide customers are worth it, especially after the introduction of high-NA reduces the need for EUV double patterning and as EUV gets more productive through the decade. </p><p><strong>Keep an Eye on Dutch Export Controls</strong></p><p>The Dutch government announced plans to implement new controls on the export of semiconductor technology, according to a letter from Dutch Trade Minister Liesje Schreinemacher to parliament. The restrictions will be introduced before the summer.</p><p>According to ASML&#39;s statement on March 8, 2023, it will need to apply for export licenses to ship the most advanced immersion DUV systems. However, it will take time for these controls to be translated into legislation and take effect.</p><p><strong>Analyst Opinions</strong></p><p>Morgan Stanley maintained the overweight rating and offered its price target of $824, 2023 will be a recovery year for semiconductors, as macro headwinds subside and demand for consumer devices remain sticky.</p><p>Barclay remained an Equal-Weight rating and offered a price target of $640. The bank estimates that the likely impact of Dutch export controls is low single-digit revenue risk but the information is currently limited.</p><p>Cowen &amp; Co analyst Krish Sankar thinks that Applied Materials&#39; Sculpta could add $200 million to $300 million in annual sales for Applied Materials, but won’t dent ASML’s extreme ultraviolet revenue in the near term.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117733981","content_text":"ASML expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%. Wall Street thinks the effect of export control is uncertain while the Sculpta threat is limited.ASML is scheduled to announce Q1 earnings results before the market opens on Wednesday, April 19th.Latest ResultsIts Q4 net income rose to 1.82 billion euros or 4.60 euros per share from 1.77 billion euros or 4.38 euros per share in the same quarter last year.Total net sales in Q4 grew to 6.43 billion euros from 4.99 billion euros in the previous year.Q1 GuidanceThe company expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%.For 2023, ASML expects continued strong growth with a net sales increase of more than 25% and a slight improvement in gross margin, relative to 2022.Applied Materials' Sculpta Threat to ASML Dominance is UncertainApplied Materials, Inc. announced Centura Sculpta in Q1. According to the company, this tool will help semiconductor manufacturers reduce the need for double patterning EUV, which meant that the ASML Holding N.V. moat is not as strong as initially thought because this tool would challenge its EUV dominance.Centura Sculpta is still unproven in HVM (high-volume manufacturing). Only time will tell if the benefits it will provide customers are worth it, especially after the introduction of high-NA reduces the need for EUV double patterning and as EUV gets more productive through the decade. Keep an Eye on Dutch Export ControlsThe Dutch government announced plans to implement new controls on the export of semiconductor technology, according to a letter from Dutch Trade Minister Liesje Schreinemacher to parliament. The restrictions will be introduced before the summer.According to ASML's statement on March 8, 2023, it will need to apply for export licenses to ship the most advanced immersion DUV systems. However, it will take time for these controls to be translated into legislation and take effect.Analyst OpinionsMorgan Stanley maintained the overweight rating and offered its price target of $824, 2023 will be a recovery year for semiconductors, as macro headwinds subside and demand for consumer devices remain sticky.Barclay remained an Equal-Weight rating and offered a price target of $640. The bank estimates that the likely impact of Dutch export controls is low single-digit revenue risk but the information is currently limited.Cowen & Co analyst Krish Sankar thinks that Applied Materials' Sculpta could add $200 million to $300 million in annual sales for Applied Materials, but won’t dent ASML’s extreme ultraviolet revenue in the near term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945372913,"gmtCreate":1681393677333,"gmtModify":1681393681755,"author":{"id":"3582018187984085","authorId":"3582018187984085","name":"sk27","avatar":"https://community-static.tradeup.com/news/9eff7bdabcd1448e80d9f4881925e9bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582018187984085","authorIdStr":"3582018187984085"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9945372913","repostId":"1124730372","repostType":2,"repost":{"id":"1124730372","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1681382035,"share":"https://ttm.financial/m/news/1124730372?lang=&edition=fundamental","pubTime":"2023-04-13 18:33","market":"us","language":"en","title":"Tesla Q1 Earnings Preview: \"Warpath\" on Prices Puts Profit Margins in the Spotlight","url":"https://stock-news.laohu8.com/highlight/detail?id=1124730372","media":"Tiger Newspress","summary":"Tesla Inc. is scheduled to report first-quarter earnings after the bell next Wednesday, with investo","content":"<html><head></head><body><blockquote>Tesla Inc. is scheduled to report first-quarter earnings after the bell next Wednesday, with investors focusing on the impact of another volley of price cuts on margins and any color around demand for the company’s EVs.</blockquote><p>Tesla is scheduled to report its first quarter (Q1) earnings on Wednesday, April 19 after markets close. What investors are most concerned about is how the price cuts affected Tesla earnings and gross margins.</p><p>Tesla&#39;s Q1 revenue is expected to be $23.489 billion, with an adjusted net profit of $3.057 billion and an adjusted EPS of $0.864, according to Bloomberg&#39;s consensus expectation.</p><h2>Previous quarter review</h2><p>Tesla reported record Q4 2022 revenue, beating on both earnings and revenue. Here are the results.</p><ul><li><p><strong>Earnings</strong> (adjusted): $1.19 vs $1.13 per share expected, per Refinitiv</p></li><li><p><strong>Revenue</strong>: $24.32 billion vs $24.16 billion expected, per Refinitiv</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7328bc79ae25b90d63c4bab5a539977c\" alt=\"Source: CNBC\" title=\"Source: CNBC\" tg-width=\"909\" tg-height=\"640\"/><span>Source: CNBC</span></p><p style=\"text-align: start;\">Tesla reported automotive revenue of $21.3 billion in the fourth quarter, representing 33% growth year-over-year. $467 million of that came from regulatory credits in the fourth quarter of 2022, up by nearly half from the prior year in the same period.</p><p>Automotive gross margins came in at 25.9%, the lowest figure in the last five quarters. Operating cash flow was down 29% from last year, and down 36% from last quarter, coming in at $3.28 billion.</p><h2 style=\"text-align: start;\">What to expect on Q1</h2><h3 style=\"text-align: left;\">Tesla Q1 margin under radar following price cuts</h3><p>Tesla delivered a record 423,000 vehicles globally in 1Q, 36% year-over-year growth,helped by aggressive price cuts aimed at boosting demand and maintaining 50% average volumegains but putting gross profi t at risk. The surge failed to halt a rise in inventory. Consensus calls for1.8 million vehicles sold in 2023, not exceeding 3 million until 2026, an average growth rate of 20% --while the company targets 50%. Tesla&#39;s EV market share in the US peaked at 86% in 3Q18, slipping to57% in 4Q, as legacy manufacturers ramp up EV production, luring consumers from Tesla&#39;s limitedportfolio.</p><p>Tesla&#39;s decision to slash prices in numerous markets runs counter broader industry trends, with USaverage selling prices above $48,200 in March, up $3,100 in a year, and other automakers keen onmaintaining prices high and margins wide.</p><p>Now, with first-quarter deliveries completed, the next question is how the price cuts affected Tesla earnings and gross margins.</p><h3>Biden administration announces sweeping car emissions proposal</h3><p>The U.S. Environmental Protection Agency unveiled a set of rules designed to boost EV adoption and ensure that all-electric options make up as many as two out of every three new passenger vehicles sold in the U.S. by 2032.</p><p>Tesla will benefit the most from stricter requirements on internal-combustion engine vehicles due to its scale and U.S. manufacturing capabilities, Ben Kallo at Baird wrote in a recent note.</p><p style=\"text-align: start;\">Moreover, despite the recent cuts, Tesla “will be able to maintain industry leading operating margins and is in the best position among auto peers to weather economic headwinds,” Kallo said.</p><p>In addition, after the report on Wednesday, Tesla is scheduled to host a question-and-answer webcast at 5:30 p.m. Eastern time to discuss the company’s earnings and outlook.</p><h2>Analyst opinion</h2><h3>Tesla price cuts place greater emphasis on Q1 margins, says Citi</h3><p>Citi analyst Itay Michaeli says Tesla&#39;s U.S. price cuts over the 2%-5% didn&#39;t come as a major surprise but will place an even greater emphasis on the Q1 auto gross margin outcome as a determinant of near-term sentiment. A stronger than expected gross margin outcome in Q1 would support the contention that Tesla&#39;s latest price cuts are coming from a position of cost strength while also possibly reflecting lower input costs, the analyst tells investors in a research note. However, an in-line to softer gross margin outcome could revive concerns over capacity and product aging while placing 2023 consensus estimates at risk, says the firm. At 46-times 2023 consensus earnings estimates, Citi does not this outcome is currently priced into the shares, making for a &#34;less than compelling&#34; risk/reward profile. It keeps a Neutral rating on Tesla. Citi sees a &#34;limited read&#34; to General Motors (GM) and Ford (F) from Tesla&#39;s price cuts given conquest, regional and segment considerations.</p><h3>Tesla able to maintain industry lead despite price cuts, says Baird</h3><p>Baird said Tesla&#39;s US price cuts continue to make headlines with Tesla margins and macro uncertainty in focus. Despite this second round of US price cuts in a short time frame, we continue to believe Tesla will be able to maintain industry leading operating margins and is in the best position among auto peers to weather economic headwinds. Baird maintains its Outperform rating and $252 price target on Tesla shares.</p><h3>Tesla likely to make more price cuts in other geographies, says Bernstein</h3><p>Bernstein says that Tesla further reduced prices on all its U.S. vehicles by up to 5%. While the price cuts were not a surprise, the timing and details were &#34;somewhat surprising,&#34; the analyst tells investors in a research note, adding that additional price cuts in other geographies are &#34;likely.&#34; The price cuts reflect Tesla&#39;s need to stimulate demand and are an explicit trade off of margins for volume, the firm says. It keeps an Underperform rating and $150 price target on the shares.</p><h3>Tesla price cuts may raise demand questions, says Wolfe Research</h3><p>Wolfe Research analyst Rod Lache says Tesla lowered prices of the Model 3 by $1,000, Model Y by $2,000, and the S and X by $5,000. Notably, these announcements came after Tesla confirmed that U.S. consumers will remain eligible for $7,500 U.S. government purchase credits for most of the Model 3/Y lineup, the analyst tells investors in a research note. While the price cuts in the U.S. may raise questions about vehicle demand, there is &#34;significant cost reduction ahead&#34; for Tesla, the analyst tells investors in a research note. The firm says new investments in Tesla Energy are likely underappreciated by investors. It keeps a Peer Perform rating on the shares, saying it wouldn&#39;t be surprised to see a negative short-term reaction in the shares to the news of price cuts.</p><p>Tesla shares have gained over 46% YTD but are down 65% over the past year. The results of the first quarter may become a catalyst for Tesla.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68bed64d76fe35a7b88a117126fcaa4e\" tg-width=\"560\" tg-height=\"240\"/></p></body></html>","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 Q1 Earnings Preview: \"Warpath\" on Prices Puts Profit Margins in the Spotlight</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 Q1 Earnings Preview: \"Warpath\" on Prices Puts Profit Margins in the Spotlight\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-13 18:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>Tesla Inc. is scheduled to report first-quarter earnings after the bell next Wednesday, with investors focusing on the impact of another volley of price cuts on margins and any color around demand for the company’s EVs.</blockquote><p>Tesla is scheduled to report its first quarter (Q1) earnings on Wednesday, April 19 after markets close. What investors are most concerned about is how the price cuts affected Tesla earnings and gross margins.</p><p>Tesla&#39;s Q1 revenue is expected to be $23.489 billion, with an adjusted net profit of $3.057 billion and an adjusted EPS of $0.864, according to Bloomberg&#39;s consensus expectation.</p><h2>Previous quarter review</h2><p>Tesla reported record Q4 2022 revenue, beating on both earnings and revenue. Here are the results.</p><ul><li><p><strong>Earnings</strong> (adjusted): $1.19 vs $1.13 per share expected, per Refinitiv</p></li><li><p><strong>Revenue</strong>: $24.32 billion vs $24.16 billion expected, per Refinitiv</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7328bc79ae25b90d63c4bab5a539977c\" alt=\"Source: CNBC\" title=\"Source: CNBC\" tg-width=\"909\" tg-height=\"640\"/><span>Source: CNBC</span></p><p style=\"text-align: start;\">Tesla reported automotive revenue of $21.3 billion in the fourth quarter, representing 33% growth year-over-year. $467 million of that came from regulatory credits in the fourth quarter of 2022, up by nearly half from the prior year in the same period.</p><p>Automotive gross margins came in at 25.9%, the lowest figure in the last five quarters. Operating cash flow was down 29% from last year, and down 36% from last quarter, coming in at $3.28 billion.</p><h2 style=\"text-align: start;\">What to expect on Q1</h2><h3 style=\"text-align: left;\">Tesla Q1 margin under radar following price cuts</h3><p>Tesla delivered a record 423,000 vehicles globally in 1Q, 36% year-over-year growth,helped by aggressive price cuts aimed at boosting demand and maintaining 50% average volumegains but putting gross profi t at risk. The surge failed to halt a rise in inventory. Consensus calls for1.8 million vehicles sold in 2023, not exceeding 3 million until 2026, an average growth rate of 20% --while the company targets 50%. Tesla&#39;s EV market share in the US peaked at 86% in 3Q18, slipping to57% in 4Q, as legacy manufacturers ramp up EV production, luring consumers from Tesla&#39;s limitedportfolio.</p><p>Tesla&#39;s decision to slash prices in numerous markets runs counter broader industry trends, with USaverage selling prices above $48,200 in March, up $3,100 in a year, and other automakers keen onmaintaining prices high and margins wide.</p><p>Now, with first-quarter deliveries completed, the next question is how the price cuts affected Tesla earnings and gross margins.</p><h3>Biden administration announces sweeping car emissions proposal</h3><p>The U.S. Environmental Protection Agency unveiled a set of rules designed to boost EV adoption and ensure that all-electric options make up as many as two out of every three new passenger vehicles sold in the U.S. by 2032.</p><p>Tesla will benefit the most from stricter requirements on internal-combustion engine vehicles due to its scale and U.S. manufacturing capabilities, Ben Kallo at Baird wrote in a recent note.</p><p style=\"text-align: start;\">Moreover, despite the recent cuts, Tesla “will be able to maintain industry leading operating margins and is in the best position among auto peers to weather economic headwinds,” Kallo said.</p><p>In addition, after the report on Wednesday, Tesla is scheduled to host a question-and-answer webcast at 5:30 p.m. Eastern time to discuss the company’s earnings and outlook.</p><h2>Analyst opinion</h2><h3>Tesla price cuts place greater emphasis on Q1 margins, says Citi</h3><p>Citi analyst Itay Michaeli says Tesla&#39;s U.S. price cuts over the 2%-5% didn&#39;t come as a major surprise but will place an even greater emphasis on the Q1 auto gross margin outcome as a determinant of near-term sentiment. A stronger than expected gross margin outcome in Q1 would support the contention that Tesla&#39;s latest price cuts are coming from a position of cost strength while also possibly reflecting lower input costs, the analyst tells investors in a research note. However, an in-line to softer gross margin outcome could revive concerns over capacity and product aging while placing 2023 consensus estimates at risk, says the firm. At 46-times 2023 consensus earnings estimates, Citi does not this outcome is currently priced into the shares, making for a &#34;less than compelling&#34; risk/reward profile. It keeps a Neutral rating on Tesla. Citi sees a &#34;limited read&#34; to General Motors (GM) and Ford (F) from Tesla&#39;s price cuts given conquest, regional and segment considerations.</p><h3>Tesla able to maintain industry lead despite price cuts, says Baird</h3><p>Baird said Tesla&#39;s US price cuts continue to make headlines with Tesla margins and macro uncertainty in focus. Despite this second round of US price cuts in a short time frame, we continue to believe Tesla will be able to maintain industry leading operating margins and is in the best position among auto peers to weather economic headwinds. Baird maintains its Outperform rating and $252 price target on Tesla shares.</p><h3>Tesla likely to make more price cuts in other geographies, says Bernstein</h3><p>Bernstein says that Tesla further reduced prices on all its U.S. vehicles by up to 5%. While the price cuts were not a surprise, the timing and details were &#34;somewhat surprising,&#34; the analyst tells investors in a research note, adding that additional price cuts in other geographies are &#34;likely.&#34; The price cuts reflect Tesla&#39;s need to stimulate demand and are an explicit trade off of margins for volume, the firm says. It keeps an Underperform rating and $150 price target on the shares.</p><h3>Tesla price cuts may raise demand questions, says Wolfe Research</h3><p>Wolfe Research analyst Rod Lache says Tesla lowered prices of the Model 3 by $1,000, Model Y by $2,000, and the S and X by $5,000. Notably, these announcements came after Tesla confirmed that U.S. consumers will remain eligible for $7,500 U.S. government purchase credits for most of the Model 3/Y lineup, the analyst tells investors in a research note. While the price cuts in the U.S. may raise questions about vehicle demand, there is &#34;significant cost reduction ahead&#34; for Tesla, the analyst tells investors in a research note. The firm says new investments in Tesla Energy are likely underappreciated by investors. It keeps a Peer Perform rating on the shares, saying it wouldn&#39;t be surprised to see a negative short-term reaction in the shares to the news of price cuts.</p><p>Tesla shares have gained over 46% YTD but are down 65% over the past year. The results of the first quarter may become a catalyst for Tesla.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68bed64d76fe35a7b88a117126fcaa4e\" tg-width=\"560\" tg-height=\"240\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124730372","content_text":"Tesla Inc. is scheduled to report first-quarter earnings after the bell next Wednesday, with investors focusing on the impact of another volley of price cuts on margins and any color around demand for the company’s EVs.Tesla is scheduled to report its first quarter (Q1) earnings on Wednesday, April 19 after markets close. What investors are most concerned about is how the price cuts affected Tesla earnings and gross margins.Tesla's Q1 revenue is expected to be $23.489 billion, with an adjusted net profit of $3.057 billion and an adjusted EPS of $0.864, according to Bloomberg's consensus expectation.Previous quarter reviewTesla reported record Q4 2022 revenue, beating on both earnings and revenue. Here are the results.Earnings (adjusted): $1.19 vs $1.13 per share expected, per RefinitivRevenue: $24.32 billion vs $24.16 billion expected, per RefinitivSource: CNBCTesla reported automotive revenue of $21.3 billion in the fourth quarter, representing 33% growth year-over-year. $467 million of that came from regulatory credits in the fourth quarter of 2022, up by nearly half from the prior year in the same period.Automotive gross margins came in at 25.9%, the lowest figure in the last five quarters. Operating cash flow was down 29% from last year, and down 36% from last quarter, coming in at $3.28 billion.What to expect on Q1Tesla Q1 margin under radar following price cutsTesla delivered a record 423,000 vehicles globally in 1Q, 36% year-over-year growth,helped by aggressive price cuts aimed at boosting demand and maintaining 50% average volumegains but putting gross profi t at risk. The surge failed to halt a rise in inventory. Consensus calls for1.8 million vehicles sold in 2023, not exceeding 3 million until 2026, an average growth rate of 20% --while the company targets 50%. Tesla's EV market share in the US peaked at 86% in 3Q18, slipping to57% in 4Q, as legacy manufacturers ramp up EV production, luring consumers from Tesla's limitedportfolio.Tesla's decision to slash prices in numerous markets runs counter broader industry trends, with USaverage selling prices above $48,200 in March, up $3,100 in a year, and other automakers keen onmaintaining prices high and margins wide.Now, with first-quarter deliveries completed, the next question is how the price cuts affected Tesla earnings and gross margins.Biden administration announces sweeping car emissions proposalThe U.S. Environmental Protection Agency unveiled a set of rules designed to boost EV adoption and ensure that all-electric options make up as many as two out of every three new passenger vehicles sold in the U.S. by 2032.Tesla will benefit the most from stricter requirements on internal-combustion engine vehicles due to its scale and U.S. manufacturing capabilities, Ben Kallo at Baird wrote in a recent note.Moreover, despite the recent cuts, Tesla “will be able to maintain industry leading operating margins and is in the best position among auto peers to weather economic headwinds,” Kallo said.In addition, after the report on Wednesday, Tesla is scheduled to host a question-and-answer webcast at 5:30 p.m. Eastern time to discuss the company’s earnings and outlook.Analyst opinionTesla price cuts place greater emphasis on Q1 margins, says CitiCiti analyst Itay Michaeli says Tesla's U.S. price cuts over the 2%-5% didn't come as a major surprise but will place an even greater emphasis on the Q1 auto gross margin outcome as a determinant of near-term sentiment. A stronger than expected gross margin outcome in Q1 would support the contention that Tesla's latest price cuts are coming from a position of cost strength while also possibly reflecting lower input costs, the analyst tells investors in a research note. However, an in-line to softer gross margin outcome could revive concerns over capacity and product aging while placing 2023 consensus estimates at risk, says the firm. At 46-times 2023 consensus earnings estimates, Citi does not this outcome is currently priced into the shares, making for a \"less than compelling\" risk/reward profile. It keeps a Neutral rating on Tesla. Citi sees a \"limited read\" to General Motors (GM) and Ford (F) from Tesla's price cuts given conquest, regional and segment considerations.Tesla able to maintain industry lead despite price cuts, says BairdBaird said Tesla's US price cuts continue to make headlines with Tesla margins and macro uncertainty in focus. Despite this second round of US price cuts in a short time frame, we continue to believe Tesla will be able to maintain industry leading operating margins and is in the best position among auto peers to weather economic headwinds. Baird maintains its Outperform rating and $252 price target on Tesla shares.Tesla likely to make more price cuts in other geographies, says BernsteinBernstein says that Tesla further reduced prices on all its U.S. vehicles by up to 5%. While the price cuts were not a surprise, the timing and details were \"somewhat surprising,\" the analyst tells investors in a research note, adding that additional price cuts in other geographies are \"likely.\" The price cuts reflect Tesla's need to stimulate demand and are an explicit trade off of margins for volume, the firm says. It keeps an Underperform rating and $150 price target on the shares.Tesla price cuts may raise demand questions, says Wolfe ResearchWolfe Research analyst Rod Lache says Tesla lowered prices of the Model 3 by $1,000, Model Y by $2,000, and the S and X by $5,000. Notably, these announcements came after Tesla confirmed that U.S. consumers will remain eligible for $7,500 U.S. government purchase credits for most of the Model 3/Y lineup, the analyst tells investors in a research note. While the price cuts in the U.S. may raise questions about vehicle demand, there is \"significant cost reduction ahead\" for Tesla, the analyst tells investors in a research note. The firm says new investments in Tesla Energy are likely underappreciated by investors. It keeps a Peer Perform rating on the shares, saying it wouldn't be surprised to see a negative short-term reaction in the shares to the news of price cuts.Tesla shares have gained over 46% YTD but are down 65% over the past year. The results of the first quarter may become a catalyst for Tesla.","news_type":1},"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}