The Decline In High-Margin Models Is The Main Concern For Tesla [Seeking Alpha]
Tesla, Inc. (TSLA)
Last tesla, inc. earnings: 4/29 04:11 pm
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Source: Seeking Alpha
The Decline In High-Margin Models Is The Main Concern For Tesla Summary The U.S. has stopped growing with year over year declines. The drop in the high-margin models is in my view the main concern for Tesla. The market has become less forgiving for money-losing growth companies, but the Tesla stock price has recently been strong. Investment Thesis The stock price of Tesla ( TSLA Figure 1 - Source: YCharts I expect a significant loss in Q3, given the registrations so far and lack of higher margin sales. While it is still early days, I don't see this changing for Q4 either. This scenario does not appear to be priced in by the market. Figure 2 - Source: Seeking Alpha U.S. Year over Year Declines It has been an ongoing debate on Twitter regarding the estimates from InsideEVs as other indicators have pointed lower for July and August. Regardless if the estimates are inflated, we have now started to see declining year over year sales in the U.S. Figure 3 - Source: To be fair, this is offset
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TSLA
News
- Geely-backed luxury EV brand Zeekr says it's already beating Tesla in parts of China [MSNBC.com]MSNBC.com
- Analysts revise General Motors stock price target after earnings [Yahoo! Finance]Yahoo! Finance
- Geely-backed luxury EV brand Zeekr says it's already beating Tesla in parts of China [CNBC]CNBC
- Tesla Is An AI Company That The Market Won't Reward For Now [Seeking Alpha]Seeking Alpha
- Tesla driver said he was using Autopilot and looking at his phone before a crash that killed a motorcyclist [Fortune]Fortune
TSLA
Earnings
- 4/23/24 - Beat
TSLA
Sec Filings
- 4/24/24 - Form 10-Q
- 4/23/24 - Form DEFA14A
- 4/23/24 - Form 8-K
- TSLA's page on the SEC website