Tesla (TSLA) released its highly anticipated third-quarter 2024 results yesterday after the closing bell, delivering a mixed bag of surprises. While revenues fell short of expectations, the electric vehicle (EV) giant managed to pull off an earnings beat in the September quarter, breaking its streak of missing earnings estimates in the previous four quarters.This unexpected earnings win sent TSLA stock soaring roughly 12% in after-hours trading. The better-than-expected earnings performance came on the heel ...

Tesla, Inc. (NASDAQ: TSLA ) reported better than expected results for its third quarter on Wednesday and delighted investors with its guidance for FY 2025, which includes strong projected delivery growth. Tesla beat bottom-line expectationsAnalyst’s Disclosure: I/we have a beneficial long position in the shares of TSLA, RIVN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from See ...

Shares of Tesla surged more than 13% before the opening bell on Thursday after CEO Elon Musk told investors he expects the company’s electric vehicle sales to rise by between 20% and 30% next year as preparations are underway for the rolling out of more affordable models.Tesla, whose market capitalization at the close of trading on Wednesday reached nearly $670 billion, is poised to add another $80 billion to its value on Thursday thanks to the optimistic forecast, which calls for a “slight growth” in deliv ...

Tesla did not disappoint and CEO Elon Musk made that clear.  "It is notable that Tesla is profitable despite a very challenging environment. And this quarter, actually, is a record Q3 for us" he told investors on the company’s earnings call, while also noting cheaper models are coming. "We are still on track to deliver more affordable models starting in the first half of 2025," he added.Ticker Security Last Change Change % TSLA TESLA INC. 213.65 -4.32 -1.98% Wedbush Securities analyst Dan Ives said Tesla ...

Investors could see some respite on Wall Street as the index futures point to a positive start on Thursday after three straight days of losses. EV giant Tesla Inc. TSLA blew past expectations in terms of margins and earnings per share (EPS), although it missed revenue expectations.Dow Jones experienced its worst session in over a month, while megacap stocks like Nvidia Corp. NVDA and Apple Inc. AAPL fell by over 2%. Amid this, Nvidia supplier SK Hynix reported a record quarterly profit on the back of a boom ...

I've covered Tesla numerous times in the past, most recently after the Q1 report with a prudent Buy rating at the $177 price point. I remain very bullish on Tesla as the company continues to execute on itsRetail investor researching mostly semiconductors and fintech. Some general macro musings. My goal is to bring you timely and digestible research on the stocks that I cover.Analyst’s Disclosure: I/we have a beneficial long position in the shares of TSLA either through stock ownership, options, or other der ...

业绩总结 - Q3 2024总收入为252.0亿美元，同比增长8%[7] - Q3 2024 GAAP净收入为22.0亿美元，同比增长17%[6] - Q3 2024运营收入为27.0亿美元，运营利润率为10.8%[6] - 2023年第三季度汽车销售收入为185.82亿美元，较前一季度增长约12.5%[44] - 2023年第三季度净收入为18.53亿美元，较前一季度增长约63.5%[44] - 2023年第三季度调整后的EBITDA为22.50亿美元，较前一季度增长约20%[44] - 2023年第三季度自由现金流为6.00亿美元，较前一季度增长约50%[44] 用户数据 - Q3 2024电动车交付量为462,890辆，同比增长6%[8] - 2023年第三季度汽车交付量为186.82万辆，较前一季度增长约15%[44] - 截至第三季度，超过100,000个Powerwall已注册参与虚拟电厂项目[21] 财务状况 - Q3 2024自由现金流为27.4亿美元，同比增长223%[6] - Q3 2024现金及现金等价物和投资总额为336.0亿美元，环比增加29%[7] - 截至2023年9月30日，公司总资产为93,941百万美元，预计到2024年9月30日将增至119,852百万美元[46] - 截至2023年9月30日，公司总负债为39,446百万美元，预计到2024年9月30日将增至49,142百万美元[46] 新产品与技术研发 - Q3 2024的AI训练计算能力增加超过75%[5] - Lathrop Megafactory在单周内展示了200个Megapack的生产能力，年产率为40 GWh[21] - 上海Megafactory预计将在2025年第一季度开始发货Megapacks[21] 市场扩张与并购 - 超充网络在第三季度新增超过2,800个充电桩，年增长率为22%[22] - 能源存储部署预计在2024年同比增长超过100%[25] - 特斯拉预计2024年车辆交付将实现轻微增长[25] 负面信息 - 2023年第三季度汽车监管信用收入为5.54亿美元，较前一季度下降约22%[44] 其他新策略与有价值的信息 - Q3 2024调整后EBITDA为46.65亿美元，调整后EBITDA利润率为18.5%[6] - 能源生成和存储收入同比增长52%，达到23.76亿美元[6] - 能源业务在第三季度实现创纪录的毛利率为30.5%，环比增长596个基点[21] - 服务与其他业务的毛利在第三季度同比增长超过90%[22]

文章核心观点 - 特斯拉第三季度财报超预期,推动公司股价上涨,缓解了此前机器人出租车发布会失望带来的股价下跌[1] - 特斯拉的强劲利润率和2024年销售增长预期提振了投资者信心[2][3] - 分析师表示他们关注特斯拉汽车业务的基本面[2][3] 根据相关目录分别进行总结 特斯拉财报表现 - 特斯拉第三季度盈利超预期,公司预计2024年车辆销量将小幅增长[2] - 特斯拉第三季度毛利率达19.8%,高于预期的16.8%,调整后每股收益0.72美元,高于预期的0.60美元[3] - 特斯拉股价在盘后交易中上涨超过10%,但全年仍下跌约15%[4] 分析师评论 - 分析师表示,特斯拉汽车业务的良好表现缓解了此前机器人出租车发布会失望带来的影响[3][5] - 分析师认为,如果对特斯拉汽车业务基本面满意,他们可以将注意力转向自动驾驶和机器人等长期目标[5] 公司其他动态 - 特斯拉表示Cybertruck在推出不到一年就实现盈利,并称更实惠车型将于2025年上半年投产[4] - 马斯克还提到了特斯拉的能源产品和完全自动驾驶汽车等其他业务[4]

More than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing in niche markets, with strong growth potential, a solid management team, a sound capital allocation policy, and, most importantly, reasonable valuation. I do not chase quarterly results, nor do I follow the herd mentality. I do not use short-term stock performance as the measure of a company' ...

财务数据和关键指标变化 - 第三季度的运营现金流创下记录，达到63亿美元 [26] - 汽车收入同比和环比均有所增长，但由于融资激励的影响，平均销售价格（ASP）有所下降 [26][28] - 能源业务的利润率在第三季度创下30%以上的记录 [32] 各条业务线数据和关键指标变化 - 电动车业务在第三季度实现了创纪录的交付量，尽管订单量同比下降 [2][3] - 能源存储业务需求强劲，Megapack和Powerwall的销售增长显著 [3][21] - FSD（全自动驾驶）和其他新功能为第三季度贡献了3.26亿美元的收入 [26] 各个市场数据和关键指标变化 - 中国市场的表现优于美国和欧洲，销量是后者的三倍 [27] - 公司在全球范围内继续提供极具吸引力的车辆融资选项，以支持销量增长 [27] 公司战略和发展方向和行业竞争 - 公司计划在2025年上半年推出更具价格竞争力的车型，目标是实现20%到30%的销量增长 [5][6] - Cybercab计划在2026年达到大规模生产，目标是每年生产至少200万辆 [6] - 公司致力于在电动车和自动驾驶领域保持领先地位，认为未来的汽车将是电动和自动驾驶的 [37][38] 管理层对经营环境和未来前景的评论 - 管理层对未来的经济环境持谨慎乐观态度，认为利率下降将有助于汽车需求的恢复 [30] - 管理层强调，尽管面临外部挑战，公司的长期目标和战略依然清晰 [24][34] 其他重要信息 - 公司在AI计算能力方面没有受到限制，正在积极扩展其计算资源 [34][86] - 计划在2025年开始生产新的锂精炼厂，以支持电池生产 [75] 问答环节所有提问和回答 问题: 特斯拉是否仍在按计划推出更实惠的车型 - 公司确认计划在明年上半年推出更实惠的车型，并表示这与AI产品路线图相结合 [35][36] 问题: 特斯拉与xAI的关系如何 - Elon Musk表示，xAI在训练和其他方面对特斯拉的AI工作有所帮助，但两者解决的问题不同 [90][91] 问题: 特斯拉如何缓解服务中心的长等待时间 - 公司表示，目标是从源头解决问题，减少客户的服务需求，并计划在北美开设近70个新服务中心 [44][46] 问题: 半挂车的下一阶段增长将是什么样的 - 公司正在迅速推进半挂车工厂的建设，预计将在2026年开始生产 [53][54] 问题: 特斯拉的机器人出租车将如何推出 - 公司计划在未来推出机器人出租车，初期将配备安全驾驶员，随后逐步实现无人驾驶 [79][88]