Tesla WKN: A1CX3T ISIN: US88160R1014 Kürzel: TSLA Forum: Aktien User: Morpheus33

$TSLA jumped +13% AH after confirming that the company would launch new more affordable next generation vehicles from existing facilities in early 2025, without providing much detail. Elon also said that 2024 volumes would be higher than 2023 deliveries. Many analysts had expected a YoY delivery decline. TSLA missed on 1Q adj EPS ($.45 vs $.51 est). Auto gross margin ex-reg credits came in at 16.2% vs 15.9% exp, but included an unknown amount of one-time FSD def rev recognition which we’ll know in 2 days when TSLA files its 10-Q. TSLA’s tax rate of 26.3% was higher than 20.0% expected. At a 20% tax rate, 1Q Adj EPS would have been $.03/share higher. We were pleased that TSLA confirmed that not only was the more affordable next gen vehicle not cancelled, TSLA appears to have accelerated the start of production (previously 2025 year-end) to “early 2025.” Reuters is wrongly taking credit for being right that TSLA “retreated from more ambitious plans to produce an all-new model that had been expected to cost $25,000.” It seems to us TSLA’s plan to build more affordable next gen vehicles using the same platform as robotaxi remains firmly in place. Finally, we liked that despite high inventory discounts in 1Q, auto gross margin ex-reg credits came in at 16.2% vs 15.9% expected, although we don’t yet know how much one-time FSD def rev recognition was in that number. All in all, one of Elon’s best conf calls even if the actual results came in a tad light.

$TSLA TESLA CEO ELON MUSK SAYS CO WILL HAVE HIGHER SALES THIS YEAR THAN LAST YEAR...

$TSLA MUSK SAYS IN TALKS WITH ONE MAJOR AUTOMAKER REGARDING LICENSING FSD

$TSLA TESLA AIMS TO DELIVER SEMIS TO GENERAL CUSTOMERS IN 2026

$TSLA MUSK SAYS MAY BE ABLE TO SELL OPTIMUS BY END OF NEXT YEAR

$TSLA MUSK SAYS AFFORDABLE TESLA MODELS WILL ARRIVE BY EARLY 2025

Jankie

Ludwig122332

Dxdiag34

Qeltelauri

Mutzi22

Howtor00B

hm, trifft meine Prognose von 300$ zum Jahreswechsel doch noch zu? Oder geht's wie einige meinen zurück auf 120$ oder gar noch weniger. Bin gespannt, wie das Sentiment in den nächsten Wochen wird. 🍒 11.11

schwer zu sagen, wo der Kurs 2030 steht. Die Kursziele der *Experten* liegen ja auch zwischen 350 und 1000 USD. Irgendwo dazwischen, vielleicht oder wahrscheinlich ist noch ein Verdoppler drin? Definitiv höher als heute und ggf bereits ein zusätzlicher Split? Aber meine Aussagen werden ja in 5 Jahren wieder von Pedanten auf die Goldwaage gelegt. Deshalb, keine Anlageberatung und meine Glaskugel ist runter gefallen. ,😎

in Deutschland wird es dauern, bis BYD Käufer für Autos findet, die mehr als 100.000€ kostet. Meine Einschätzung, wenn du hier mal in anderen Foren rumschaust. Mal schauen, wie lange es dauert, bis BYD ihre Fabrik in Ungarn an den Start und in die Massenproduktion bekommt. 2026, wenns gut läuft, eher 2027. 🍒