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2024-04-24

On the eve of the earnings report, Tesla's "seven consecutive losses". Can Musk "turn the tide" in the early hours of tomorrow morning?

华尔街预计，特斯拉将迎来七年来最差财报。

On the eve of the earnings report, Tesla's "seven consecutive losses". Can Musk "turn the tide" in the early hours of tomorrow morning?

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Can Musk \"turn the tide\" in the early hours of tomorrow morning?","url":"https://stock-news.laohu8.com/highlight/detail?id=2429181641","media":"华尔街见闻","summary":"华尔街预计，特斯拉将迎来七年来最差财报。","content":"<html><head></head><body>Wall Street expects Tesla to report its worst earnings in seven years, with its lowest gross profit margin in the first quarter since early 2017. The Model 2 will probably get the most attention on the call, but don't expect a satisfying answer.Among investors' concerns about the first-quarter results,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The stock price ushered in \"seven consecutive losses\".Tesla shares closed down 3.4% at $142.05 at the close of U.S. stocks on Monday, marking the seventh consecutive session of losses while hitting a new low since January 2023.Tesla's cumulative decline for the year amounted to 43%, making it the second-worst component of the S&P 500.<img src=\"https://static.tigerbbs.com/50e72066ae6a2ca737e750d6256ea31e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/>Last week, Tesla slashed prices in the U.S., China, and across European markets, with its best-selling Model Y SUV and entry-level Model 3 sedan slashing prices by as much as $2,000. Tesla has also slashed the price of its advanced driver assistance system, Full Self-Driving (FSD), by a third.Meanwhile, Tesla announced a U.S. recall of 3,878 Cybertrucks, its electric pickup truck, over the risk of the accelerator pedal getting stuck in those vehicles, potentially causing safety concerns.The recall notice and fresh round of price cuts come after Tesla had launched a difficult restructuring, notifying employees earlier last week that it would lay off more than 10% of its workforce, involving 14,000 employees. The layoffs are still ongoing, with some employees reportedly still being notified of termination in the past few days.Bad events continue to play out, exacerbating the market's worries about Tesla's first-quarter earnings report.Tesla plans to announce its first-quarter earnings after the U.S. stock market closes in the early hours of Wednesday morning, Beijing time, and hold an earnings conference call.<h2 id=\"id_3846922016\">Tesla on track for its worst earnings in seven years?</h2>The most obvious evidence of a deterioration in Tesla's first-quarter earnings report is the first-quarter delivery data.At the beginning of April, Tesla's first-quarter vehicle production and delivery report showed that Tesla's deliveries dropped 8.5% year-on-year to about 386,800 vehicles, and decreased by more than 20% month-on-month, far below the 449,000 vehicles previously expected by analysts, setting a new record for the largest weaker-than-expected margin.Disappointing delivery figures coupled with a new round of price cuts have weighed on Tesla's profits, and analysts seem to have a consensus on this.Barclays analyst Dan Levy expects,Tesla's first-quarter gross profit margin will hit its lowest level since early 2017.In early 2017, Tesla had just begun production of its first mass-market Model, the Model 3.According to<a href=\"https://laohu8.com/S/HSBC\">HSBC</a>Statistics, analysts expect Tesla's first-quarter revenue to decline 5.1%,This will be the first year-over-year decline in revenue since the COVID-19 pandemic affected operations in the second quarter of 2020.According to media surveys, analysts expect Tesla's profit per share to be $0.48 and revenue to be $20.94 billion in the first quarter. For comparison, Tesla's revenue in the fourth quarter of 2023 was $25.17 billion and revenue in the first quarter of 2023 was $23.3 billion.<h2 id=\"id_2025790550\">Model 2 and Robotaxi, will be the focus of the call</h2>\"Investor sentiment on Tesla has deteriorated since the end of 2022,\" Bank of America analyst John Murphy wrote in a Monday note. He expects investors to be \"highly focused on comments related to growth plans,\" particularly the next-generation electric vehicles, the Model 2 and<a href=\"https://laohu8.com/S/300024\">Robot</a>Taxi Robotaxi.On April 5, media reports said Tesla had abandoned development plans for the cheap Model Model 2 and shifted its focus to developing Robotaxi. Musk quickly came forward to deny it, calling it false, but then announced that Robotaxi would be officially released on August 8.Levy said,The Model 2 will probably get the most attention, but don't expect a satisfying answer.Musk has said Tesla is \"essentially worth zero dollars\" without autonomous driving. In tomorrow's conference call, he needs to explain and prove to investors that its turn to prioritize the development of Robotaxi is not just fooling investors, but that Robotaxi can bring new dawn and hope to the company in the haze of declining profit margins.He expects Tesla's free cash flow to be \"moderately negative\" in the first quarter, which will be the first time free cash flow has been negative since early 2020.UBS analyst Joseph Spak wrote in a Monday note,Investors should \"expect some small sparks\" on the call. He added that Tesla's automotive gross margin (excluding environmental subsidies) and free cash flow will be key metrics.Spak also believes that there is a possibility that free cash flow will turn negative in the first quarter. He said cash flow has become more important to Tesla because the current environment does not allow Tesla to launch both Robotaxi and Model 2.<h2 id=\"id_2529532437\">Tesla Falls, Bears Full</h2>The plunge in Tesla's stock comes amid a \"spring\" for the big bears.As of Monday morning, Tesla had a short position of about 111 million shares, or 4% of the outstanding shares, with a notional value of $16.3 billion, according to S3 Partners.Traders who have shorted Tesla have made about $9.4 billion this year, making it the most profitable short position in the U.S. market, far surpassing<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Of $3 billion.</body></html>","source":"wallstreetcn_hot_news","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>On the eve of the earnings report, Tesla's \"seven consecutive losses\". 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Can Musk \"turn the tide\" in the early hours of tomorrow morning?\n</h2>\n<h4 class=\"meta\">\n\n华尔街见闻2024-04-23 09:10\n\n</h4>\n</header>\n<article>\n<html><head></head><body>Wall Street expects Tesla to report its worst earnings in seven years, with its lowest gross profit margin in the first quarter since early 2017. The Model 2 will probably get the most attention on the call, but don't expect a satisfying answer.Among investors' concerns about the first-quarter results,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The stock price ushered in \"seven consecutive losses\".Tesla shares closed down 3.4% at $142.05 at the close of U.S. stocks on Monday, marking the seventh consecutive session of losses while hitting a new low since January 2023.Tesla's cumulative decline for the year amounted to 43%, making it the second-worst component of the S&P 500.<img src=\"https://static.tigerbbs.com/50e72066ae6a2ca737e750d6256ea31e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/>Last week, Tesla slashed prices in the U.S., China, and across European markets, with its best-selling Model Y SUV and entry-level Model 3 sedan slashing prices by as much as $2,000. Tesla has also slashed the price of its advanced driver assistance system, Full Self-Driving (FSD), by a third.Meanwhile, Tesla announced a U.S. recall of 3,878 Cybertrucks, its electric pickup truck, over the risk of the accelerator pedal getting stuck in those vehicles, potentially causing safety concerns.The recall notice and fresh round of price cuts come after Tesla had launched a difficult restructuring, notifying employees earlier last week that it would lay off more than 10% of its workforce, involving 14,000 employees. The layoffs are still ongoing, with some employees reportedly still being notified of termination in the past few days.Bad events continue to play out, exacerbating the market's worries about Tesla's first-quarter earnings report.Tesla plans to announce its first-quarter earnings after the U.S. stock market closes in the early hours of Wednesday morning, Beijing time, and hold an earnings conference call.<h2 id=\"id_3846922016\">Tesla on track for its worst earnings in seven years?</h2>The most obvious evidence of a deterioration in Tesla's first-quarter earnings report is the first-quarter delivery data.At the beginning of April, Tesla's first-quarter vehicle production and delivery report showed that Tesla's deliveries dropped 8.5% year-on-year to about 386,800 vehicles, and decreased by more than 20% month-on-month, far below the 449,000 vehicles previously expected by analysts, setting a new record for the largest weaker-than-expected margin.Disappointing delivery figures coupled with a new round of price cuts have weighed on Tesla's profits, and analysts seem to have a consensus on this.Barclays analyst Dan Levy expects,Tesla's first-quarter gross profit margin will hit its lowest level since early 2017.In early 2017, Tesla had just begun production of its first mass-market Model, the Model 3.According to<a href=\"https://laohu8.com/S/HSBC\">HSBC</a>Statistics, analysts expect Tesla's first-quarter revenue to decline 5.1%,This will be the first year-over-year decline in revenue since the COVID-19 pandemic affected operations in the second quarter of 2020.According to media surveys, analysts expect Tesla's profit per share to be $0.48 and revenue to be $20.94 billion in the first quarter. For comparison, Tesla's revenue in the fourth quarter of 2023 was $25.17 billion and revenue in the first quarter of 2023 was $23.3 billion.<h2 id=\"id_2025790550\">Model 2 and Robotaxi, will be the focus of the call</h2>\"Investor sentiment on Tesla has deteriorated since the end of 2022,\" Bank of America analyst John Murphy wrote in a Monday note. He expects investors to be \"highly focused on comments related to growth plans,\" particularly the next-generation electric vehicles, the Model 2 and<a href=\"https://laohu8.com/S/300024\">Robot</a>Taxi Robotaxi.On April 5, media reports said Tesla had abandoned development plans for the cheap Model Model 2 and shifted its focus to developing Robotaxi. Musk quickly came forward to deny it, calling it false, but then announced that Robotaxi would be officially released on August 8.Levy said,The Model 2 will probably get the most attention, but don't expect a satisfying answer.Musk has said Tesla is \"essentially worth zero dollars\" without autonomous driving. In tomorrow's conference call, he needs to explain and prove to investors that its turn to prioritize the development of Robotaxi is not just fooling investors, but that Robotaxi can bring new dawn and hope to the company in the haze of declining profit margins.He expects Tesla's free cash flow to be \"moderately negative\" in the first quarter, which will be the first time free cash flow has been negative since early 2020.UBS analyst Joseph Spak wrote in a Monday note,Investors should \"expect some small sparks\" on the call. He added that Tesla's automotive gross margin (excluding environmental subsidies) and free cash flow will be key metrics.Spak also believes that there is a possibility that free cash flow will turn negative in the first quarter. He said cash flow has become more important to Tesla because the current environment does not allow Tesla to launch both Robotaxi and Model 2.<h2 id=\"id_2529532437\">Tesla Falls, Bears Full</h2>The plunge in Tesla's stock comes amid a \"spring\" for the big bears.As of Monday morning, Tesla had a short position of about 111 million shares, or 4% of the outstanding shares, with a notional value of $16.3 billion, according to S3 Partners.Traders who have shorted Tesla have made about $9.4 billion this year, making it the most profitable short position in the U.S. market, far surpassing<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Of $3 billion.</body></html>\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://wallstreetcn.com/articles/3713341\">华尔街见闻</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fddba02286626efa3f9b3b7a7ecb34cc","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3713341","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2429181641","content_text":"华尔街预计，特斯拉将迎来七年来最差财报，一季度毛利率将创下2017年初以来的最低水平。电话会上Model 2可能会得到最多的关注，但不要指望得到一个令人满意的答案。在投资者对一季度业绩的担忧中，特斯拉股价迎来了“七连跌”。周一美股收盘，特斯拉股价收跌3.4%至142.05美元，为连续第七个交易日下跌，同时创下2023年1月以来新低。特斯拉全年累计跌幅达43%，是标准普尔500指数中第二差的成分股。上周，特斯拉在美国、中国和整个欧洲市场都进行了降价，其最畅销的Model Y SUV和入门级Model 3轿车的降价幅度高达2000美元。特斯拉还将其高级驾驶辅助系统“全自动驾驶”(FSD)的价格下调了三分之一。与此同时，特斯拉宣布在美国召回3878辆电动皮卡Cybertruck，原因是这些车辆的油门踏板存在被卡住的风险，可能引发安全问题。在召回通知和新一轮降价之前，特斯拉已启动了一场艰难的重组，上周早些时候通知员工将裁员超过10%，涉及1.4万名员工。裁员行动仍在进行中，据报道，过去几天内仍有一些员工接到解雇通知。利空事件不断上演，加剧了市场对特斯拉一季度财报的担忧。特斯拉计划在北京时间周三凌晨美股盘后公布一季度财报，并举行财报电话会。特斯拉将迎来七年来最差财报？特斯拉一季度财报恶化最明显的证据是一季度交付数据。4月初，特斯拉公布的一季度的汽车生产量和交付量报告显示，特斯拉交付量同比下降8.5%至约38.68万辆，环比则下降超20%，远低于分析师先前预期的44.9万辆，刷新了有记录以来最大的逊于预期幅度。令人失望的交付数据加上新一轮降价，导致特斯拉利润承压，分析师似乎对此有着一致预期。巴克莱分析师Dan Levy预计，特斯拉一季度毛利率将创下2017年初以来的最低水平。2017年初，特斯拉刚刚开始生产其首款大众市场车型 Model 3。据汇丰统计，分析师预计特斯拉第一季度营收将下滑5.1%，这将是2020年第二季度新冠疫情影响经营以来营收首次同比下滑。另据媒体调查，分析师预计一季度特斯拉每股利润0.48美元，营收209.4亿美元，作为对比，特斯拉2023年第四季度营收251.7亿美元，2023年第一季度营收233亿美元。Model 2和Robotaxi，将是电话会的焦点美银分析师John Murphy在一份周一的报告中写道：“自2022年年底以来，投资者对特斯拉的情绪已经恶化”。他预计投资者将“高度关注与增长计划相关的评论”，尤其是下一代电动汽车Model 2和机器人出租车Robotaxi。4月5日，媒体报道称，特斯拉已经放弃了廉价车型Model 2的开发计划，将重心转向开发Robotaxi。马斯克迅速出面否认，称之为不实之谈，但随后宣布将在8月8日正式发布Robotaxi。Levy表示，Model 2可能会得到最多的关注，但不要指望得到一个令人满意的答案。马斯克曾表示，如果没有自动驾驶，特斯拉“基本上就值零美元”。在明天的电话会上，他需要向投资者解释和证明，它转向优先发展Robotaxi，不只是在做障眼法糊弄投资者，而是在利润率下滑的阴霾中，Robotaxi能够为公司带来新的曙光和希望。他预计，一季度特斯拉自由现金流将出现“适度负值”，这将是自2020年初以来自由现金流首次出现负值。瑞银分析师Joseph Spak在周一的报告中写道，投资者应“期待一些小火花”出现在电话会上。他补充说，特斯拉的汽车毛利率(不包括环保补贴)和自由现金流将是关键指标。Spak也认为，一季度自由现金流存在转负的可能性。他表示，现金流对特斯拉变得更加重要，因为目前的环境不允许特斯拉同时推出Robotaxi和Model 2。特斯拉跌倒，空头吃饱特斯拉股价暴跌之际，大空头迎来了“春天”。据S3 Partners公司数据，截至周一上午，特斯拉的空头头寸约为1.11亿股，占流通股份的4%，名义价值163亿美元。今年以来，做空特斯拉的交易员已赚了约94亿美元，成为美国市场上最赚钱的空头头寸，远超苹果的30亿美元。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2788,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":36,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}