Goldman Sachs sees one heck of an electrified move in Tesla stock (TSLA) ໃນໄລຍະສິບສອງເດືອນຕໍ່ໄປ.
Analyst Mark Delaney, who maintained a Buy rating and $200 price target on the stock, reiterated his case in a note following Tesla’s earnings on Wednesday. The price target assumes about a 25% upside from the stock’s current levels.
“Given the focus of investors on Tesla’s delivery volumes in particular (and the importance of volume for its vertically integrated model and the cost benefits long-term of its newer factories when at scale),” Delaney wrote, “we see the order strength as the most important takeaway from the call.”
The bullish note on Tesla comes after the company reported a mixed fourth-quarter and full-year outlook.
ອັດຕາກໍາໄລລວມຂອງ Tesla ໃນໄຕມາດທີ 23.8 ຢູ່ທີ່ 25.4%, ສັ້ນຂອງການຄາດຄະເນຂອງ 25.9%. ອັດຕາກຳໄລລວມຂອງລົດຍົນ ເພີ່ມຂຶ້ນ 28.4%, ທຽບໃສ່ການຄາດຄະເນຂອງນັກວິເຄາະ XNUMX%.
During the earnings call with investors, Tesla CEO Elon Musk did his best to sound enthusiastic about Tesla’s business.
ລາວຍັງ ການແກ້ໄຂຄວາມກັງວົນຄວາມຕ້ອງການ, stating: “Thus far in January we have seen the strongest orders year to date ever in our history.” However, he also warned of a “severe” recession this year.
ການເຕືອນໄພທາງດ້ານເສດຖະກິດເບິ່ງຄືວ່າໄດ້ຖືກອົບເຂົ້າໄປໃນຄໍາແນະນໍາການເຕີບໂຕຂອງປະລິມານ 2023 ຂອງ Tesla ຂອງ 38%, ເຊິ່ງຫຼຸດລົງຕໍ່າກວ່າເປົ້າຫມາຍໃນໄລຍະຍາວຂອງ 50%.
Musk also announced that Cybertruck production would be delayed until the summer, with “volume production” commencing in 2024.
ເຖິງວ່າຈະມີຄວາມບໍ່ແນ່ນອນ, Tesla stock surged nearly 11% on Thursday as investors favored Musk’s commentary on near-term demand trends.
“We continue to believe that the company is well positioned for long-term growth given its leadership position, both in terms of cost structure and as a full solution provider in clean mobility,” Delaney said.
Squishier aspects from the earnings call, however, did lead others on Wall Street to take a more measured view of the stock.
For instance, Guggenheim analyst Ronald Jewsikow maintained a Sell rating on Tesla shares.
“We are a bit surprised to see shares rallying after-market with sizable negative revisions likely to FY23/24 EPS and gross margins,” Jewsikow wrote in a client note. “We continue to believe taking price back on the 3/Y will be challenging and protracted and that investors need to recalibrate valuation for a reset growth algorithm over the next several years as a result.”
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Source: https://finance.yahoo.com/news/tesla-stock-heres-goldmans-most-important-takeaway-from-musks-earnings-call-110543602.html