End of the day $TSLA is still consider part of EV company.Production and deliveries still is the main source of revenue.Tesla should consider selling Model YL exclusively for 1-2 quarter in the US to see if it could increase demand and surely the illusive cheaper model will help.
End of the day $TSLA is still consider part of EV company.Production and deliveries still is the main source of revenue.Tesla should consider selling Model YL exclusively for 1-2 quarter in the US to see if it could increase demand and surely the illusive cheaper model will help
$TSLA One important difference this year vs last year: the new compensation plan. It doesn’t guarantee anything, but it does change incentives and alignment in a way that didn’t exist before.
Keep in mind that Elon will be funding Republicans into the midterms and this will more than likely put negative pressure on $TSLA (at least temporarily). Decent chance we see a repeat of 2025's dip before Cybercab production ramp. Mind your short-term bets.
Keep in mind that Elon will be funding Republicans into the midterms and this will more than likely put negative pressure on $TSLA (at least temporarily). Decent chance we see a repeat of 2025's dip before Cybercab production ramp. Mind your short-term bets.
Rolled 1% of $TSLA position into cash on Dec 31st. Waiting on a dip between now and Cybercab's April production ramp. Any major delay in deploying Cybercab or expanding Robotaxi will send TSLA lower in the short term. Buyer at $250 and under. Wise to never say never with TSLA.
$TSLA - TRUIST CUTS TESLA PRICE TARGET TO $439 Truist Securities analyst William Stein lowered Tesla’s price target to $439 from $444 and maintained a Hold rating. Q4 deliveries totaled 418,000 units, below both consensus and Truist estimates, with no updates on key priorities such as AI initiatives and new vehicles. While energy storage deployments exceeded expectations, Truist believes investors should focus more on AI—particularly FSD—as the primary driver of long-term cash flow and stock performance. Near-term EPS estimates were slightly reduced, and the recent stock bounce is viewed as “better than feared.”
Looking forward to the day when the market doesn’t care about $TSLA quarter to quarter deliveries, but more on fleet size, rides given, total miles driven, fleet uptime, safety metrics etc. Autonomy and real world AI will drive Tesla’s business into a higher margin recurring revenue stream. It doesn’t stop there. Each product in Tesla’s ecosystem has potential for additional revenue streams such as subscriptions, insurance, infotainment, and likely new services. So we are going from a one time gross profit per vehicle to a multiple recurring revenue stream. Now imagine millions and tens of millions of vehicles in Tesla’s fleet. This makes Apple look like a joke. The market is definitely not pricing this in today.