$Tesla Motors(TSLA)$
Demand Remains High: While deliveries might face temporary hurdles, demand for Tesla vehicles remains strong. This is evidenced by order backlogs and wait times for new models.
Production Ramp-Up: Tesla is continuously ramping up production at existing factories and building new ones like Giga Berlin and Giga Texas. This increased capacity will translate to higher deliveries in the coming quarters.
Price Increases Sticking: Tesla has successfully raised car prices to offset inflation and improve margins. This could further boost profitability even with slightly lower deliveries.
Software and Services Growth: Tesla's software and services segment, including Full Self-Driving (FSD) and Autopilot subscriptions, is a high-margin revenue stream that's poised for significant growth.
Energy Storage Expansion: Tesla's energy storage business is poised for growth with rising renewable energy adoption and grid modernization efforts. The Powerwall home battery system and utility-scale projects offer another revenue stream.
Macroeconomic Tailwinds: Rising gas prices due to global factors could incentivize consumers towards electric vehicles, benefiting Tesla.
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- Dr Rck·03-20Most of yhe growth cited are not fully rralised yet so it will drop ‘to level of 125 according to Wells Fargo’ but even if not, it will drop somwhere in between 170 and 125. Impossible to see growth overshot when the macro is still pending interest rate cut. If it is so good, inflation will comtinue to climb and there shouldnt be talk of IR cut in June. Make sense?LikeReport
- 黑豹钻石拳·03-20[Smile] [Smile] [Smile]LikeReport
- HLPA·03-20dr rck, you made all the sense thereLikeReport