Elon has been selling hype aft

Elon has been selling hype after hype to investors and got away with it. Tesla has been the most overvalued stock since dotcom buble. I suspect he also "sponsors" analysts to get positive ratings. This time round it is different. Low margins and very poor sales. I think there will be major sell off. Under current economic uncertainty, Tesla willhit $120!

Tesla Q1 Preview: Margin Concerns, Energy Business, Updates on New Models Are Focus

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Under current economic uncertainty, Tesla willhit $120!</p></body></html>","htmlText":"<html><head></head><body><p>Elon has been selling hype after hype to investors and got away with it. Tesla has been&nbsp;the most overvalued stock since dotcom buble.&nbsp; I suspect he also \"sponsors\" analysts to get positive ratings. This time round it is different. Low margins and very poor&nbsp;sales. I think there will be major sell off. Under current economic uncertainty, Tesla willhit $120!</p></body></html>","text":"Elon has been selling hype after hype to investors and got away with it. Tesla has been the most overvalued stock since dotcom buble. I suspect he also \"sponsors\" analysts to get positive ratings. This time round it is different. Low margins and very poor sales. I think there will be major sell off. Under current economic uncertainty, Tesla willhit $120!","highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/426179005845656","repostId":1138712079,"repostType":2,"repost":{"id":"1138712079","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1745028029,"share":"https://ttm.financial/m/news/1138712079?lang=en_US&edition=fundamental","pubTime":"2025-04-19 10:00","market":"us","language":"en","title":"Tesla Q1 Preview: Margin Concerns, Energy Business, Updates on New Models Are Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=1138712079","media":"Tiger Newspress","summary":"$Tesla(TSLA)$ will post its financial results for the first quarter of 2025 after market close on Tuesday, April 22, 2025.Tesla's Q1 revenue is expected to be $21.843 billion, adjusted net income is $","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> will post its financial results for the first quarter of 2025 after market close on Tuesday, April 22, 2025.</p><p>Tesla&#39;s Q1 revenue is expected to be $21.571 billion, adjusted net income will be $1.600 billion, and adjusted EPS will be $0.447, according to Bloomberg&#39;s consistent expectations.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8f1916804c10bc10e02dab18d1fa3f42\" title=\"\" tg-width=\"1217\" tg-height=\"232\"/></p><h3 id=\"id_2488182123\">Previous Quarter Review</h3><p>Tesla stock is down nearly 40% in 2025. The stock price slide began after a disappointing fourth-quarter earnings report in January.</p><p>Despite missing Q4 2024 estimates with adjusted EPS of $0.73 and revenue of $25.7 billion on Jan. 29, Tesla shares rose 2.9% the next day as investors looked past the shortfall. The company reaffirmed the start of affordable vehicle production in the first half of 2025 and projected at least 50% growth in energy storage deployments after reporting a record 11 GWh in Q4.</p><h3 id=\"id_2258971420\">Vehicle Production and Delivery Challenges</h3><p>Tesla reported disappointing vehicle production and deliveries on April 2. The company produced 362,615 vehicles and delivered 336,681 in the first three months of 2025. Relative to the prior-year period, production was down 16%, and deliveries were down 13%. The numbers, which were below analyst expectations, describe Tesla&#39;s worst quarter in three years.</p><p>These figures signal a potential slowdown in Tesla&#39;s growth trajectory and have contributed to investor concerns about the company&#39;s near-term prospects.</p><h3 id=\"id_2617719276\" style=\"text-align: left;\">Profit Margin Is A Key Metric</h3><p>One of the most critical metrics investors will be monitoring is Tesla&#39;s automotive gross margin.</p><p>Profitability in the core automotive segment is expected to remain under pressure due to factory retooling for the new Model Y, increased discounts, and incentives that have squeezed margins. Gross margins from automotive sales are projected to fall to about 15.8%, which is a notable drop from last year and far off the long-term goal of +25%.</p><p>Of course, CEO Elon Musk&#39;s political activity and the resulting brand backlash are also factors in the softer global demand and margin crunch, compounding the impact of rising competition and macroeconomic headwinds such as tariffs and slowing EV adoption.</p><h3 id=\"id_2820609817\">Energy Business: Tesla&#39;s Fastest-Growing Segment</h3><p>Energy is Tesla&#39;s smallest but fastest-growing revenue center. The energy business produced 10% of the company&#39;s total revenue in 2024, totaling $10 billion. This was up 67% from 2023. The gain almost offset the dollar-value decline in Tesla&#39;s automotive sales in the same period.</p><p>Tesla&#39;s energy generation and storage business is anticipated to be a bright spot, with revenues expected to surge thanks to strong demand for Megapack and Powerwall products.</p><p>Analysts expect battery storage installations will more than double, accounting for 30% of total revenue and 15% of gross profit with 30% margins.</p><h3 id=\"id_1264524194\" style=\"text-align: left;\">Don’t Miss the Impending Catalysts</h3><p>Tesla’s still got several levers up its sleeve that can trigger catalyst-driven upward re-rates to the stock</p><ul style=\"\"><li><p>Musk’s symbolic return to Tesla operations assuages growing investor concerns about the “Elon distraction”</p></li><li><p>There will be improvements in uptake for the new Model Y (Launch Series in the U.S. and Juniper in China), the introduction of the “more affordable model”</p></li><li><p>Tesla to launch unsupervised Full Self-Driving as a service in Austin in June</p></li></ul><h3 id=\"id_2470766182\" style=\"text-align: start;\">What Do Wall Street Analysts Say</h3><p><strong>RBC Analyst Tom Narayan Rates Tesla Stock at Buy</strong></p><p>“Q1 could benefit from pre-buy in March ahead of tariffs,” wrote RBC analyst Tom Narayan in a preview report. Ford Motor and General Motors had solid first-quarter U.S. sales. Dealers might have been trying to avoid tariff hikes. Trump’s 25% car-import tariffs are different from his so-called reciprocal tariffs and aren’t affected by the 90-day pause on those country-specific levies.</p><p style=\"text-align: start;\">Tesla doesn’t import any of the cars it sells in the U.S., so it suffers less of an impact from tariffs than most auto makers. Narayan said the focus for Tesla will be on the “new affordable model coming in Q2 as well as the Austin robotaxi service coming in June,” adding, “Expectations are already quite low, and any positive news could result in upside to shares.”</p><p>Narayan rates Tesla stock at Buy and has a $314 price target for shares.</p><p><strong>Tesla Price Target Lowered to $400 from $450 at Piper Sandler</strong></p><p>Piper Sandler lowers the firm&#39;s price target on Tesla to $400 from $450 and keeps an Overweight rating on the shares.</p><p>The company&#39;s Q1 financials &#34;will likely underwhelm,&#34; the analyst tells investors in a research note. The firm says Tesla&#39;s Q1 deliveries of 337,000 units missed consensus, and as a result, its gross margin is &#34;probably trending near multi-year lows.&#34; In addition, it is hard to rely on new products for delivery growth because Tesla hasn&#39;t disclosed specifications or pricing for Model 2, adds Piper.</p><p>The firm cut estimates to reflect this outlook. However, while Tesla&#39;s few-month outlook &#34;leans bearish,&#34; the company can rally sharply whenever &#34;big picture&#34; catalysts emerge, Piper contends.</p><p><strong>Baird Reiterates Tesla as Outperform</strong></p><p>The firm said it is sticking with Tesla.</p><p>“We believe Q1 numbers will be messy given the lower than consensus deliveries and varying estimates for Model Y ramp. The re-ramping of the Model Y across all four factories is likely still ongoing which adds risk to Q2 delivery estimates, in our view. Despite seeing catalysts in the intermediate- to long- term, we remain tepid on Q1/Q2.” The firm said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Q1 Preview: Margin Concerns, Energy Business, Updates on New Models Are Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Q1 Preview: Margin Concerns, Energy Business, Updates on New Models Are Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-04-19 10:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> will post its financial results for the first quarter of 2025 after market close on Tuesday, April 22, 2025.</p><p>Tesla&#39;s Q1 revenue is expected to be $21.571 billion, adjusted net income will be $1.600 billion, and adjusted EPS will be $0.447, according to Bloomberg&#39;s consistent expectations.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8f1916804c10bc10e02dab18d1fa3f42\" title=\"\" tg-width=\"1217\" tg-height=\"232\"/></p><h3 id=\"id_2488182123\">Previous Quarter Review</h3><p>Tesla stock is down nearly 40% in 2025. The stock price slide began after a disappointing fourth-quarter earnings report in January.</p><p>Despite missing Q4 2024 estimates with adjusted EPS of $0.73 and revenue of $25.7 billion on Jan. 29, Tesla shares rose 2.9% the next day as investors looked past the shortfall. The company reaffirmed the start of affordable vehicle production in the first half of 2025 and projected at least 50% growth in energy storage deployments after reporting a record 11 GWh in Q4.</p><h3 id=\"id_2258971420\">Vehicle Production and Delivery Challenges</h3><p>Tesla reported disappointing vehicle production and deliveries on April 2. The company produced 362,615 vehicles and delivered 336,681 in the first three months of 2025. Relative to the prior-year period, production was down 16%, and deliveries were down 13%. The numbers, which were below analyst expectations, describe Tesla&#39;s worst quarter in three years.</p><p>These figures signal a potential slowdown in Tesla&#39;s growth trajectory and have contributed to investor concerns about the company&#39;s near-term prospects.</p><h3 id=\"id_2617719276\" style=\"text-align: left;\">Profit Margin Is A Key Metric</h3><p>One of the most critical metrics investors will be monitoring is Tesla&#39;s automotive gross margin.</p><p>Profitability in the core automotive segment is expected to remain under pressure due to factory retooling for the new Model Y, increased discounts, and incentives that have squeezed margins. Gross margins from automotive sales are projected to fall to about 15.8%, which is a notable drop from last year and far off the long-term goal of +25%.</p><p>Of course, CEO Elon Musk&#39;s political activity and the resulting brand backlash are also factors in the softer global demand and margin crunch, compounding the impact of rising competition and macroeconomic headwinds such as tariffs and slowing EV adoption.</p><h3 id=\"id_2820609817\">Energy Business: Tesla&#39;s Fastest-Growing Segment</h3><p>Energy is Tesla&#39;s smallest but fastest-growing revenue center. The energy business produced 10% of the company&#39;s total revenue in 2024, totaling $10 billion. This was up 67% from 2023. The gain almost offset the dollar-value decline in Tesla&#39;s automotive sales in the same period.</p><p>Tesla&#39;s energy generation and storage business is anticipated to be a bright spot, with revenues expected to surge thanks to strong demand for Megapack and Powerwall products.</p><p>Analysts expect battery storage installations will more than double, accounting for 30% of total revenue and 15% of gross profit with 30% margins.</p><h3 id=\"id_1264524194\" style=\"text-align: left;\">Don’t Miss the Impending Catalysts</h3><p>Tesla’s still got several levers up its sleeve that can trigger catalyst-driven upward re-rates to the stock</p><ul style=\"\"><li><p>Musk’s symbolic return to Tesla operations assuages growing investor concerns about the “Elon distraction”</p></li><li><p>There will be improvements in uptake for the new Model Y (Launch Series in the U.S. and Juniper in China), the introduction of the “more affordable model”</p></li><li><p>Tesla to launch unsupervised Full Self-Driving as a service in Austin in June</p></li></ul><h3 id=\"id_2470766182\" style=\"text-align: start;\">What Do Wall Street Analysts Say</h3><p><strong>RBC Analyst Tom Narayan Rates Tesla Stock at Buy</strong></p><p>“Q1 could benefit from pre-buy in March ahead of tariffs,” wrote RBC analyst Tom Narayan in a preview report. Ford Motor and General Motors had solid first-quarter U.S. sales. Dealers might have been trying to avoid tariff hikes. Trump’s 25% car-import tariffs are different from his so-called reciprocal tariffs and aren’t affected by the 90-day pause on those country-specific levies.</p><p style=\"text-align: start;\">Tesla doesn’t import any of the cars it sells in the U.S., so it suffers less of an impact from tariffs than most auto makers. Narayan said the focus for Tesla will be on the “new affordable model coming in Q2 as well as the Austin robotaxi service coming in June,” adding, “Expectations are already quite low, and any positive news could result in upside to shares.”</p><p>Narayan rates Tesla stock at Buy and has a $314 price target for shares.</p><p><strong>Tesla Price Target Lowered to $400 from $450 at Piper Sandler</strong></p><p>Piper Sandler lowers the firm&#39;s price target on Tesla to $400 from $450 and keeps an Overweight rating on the shares.</p><p>The company&#39;s Q1 financials &#34;will likely underwhelm,&#34; the analyst tells investors in a research note. The firm says Tesla&#39;s Q1 deliveries of 337,000 units missed consensus, and as a result, its gross margin is &#34;probably trending near multi-year lows.&#34; In addition, it is hard to rely on new products for delivery growth because Tesla hasn&#39;t disclosed specifications or pricing for Model 2, adds Piper.</p><p>The firm cut estimates to reflect this outlook. However, while Tesla&#39;s few-month outlook &#34;leans bearish,&#34; the company can rally sharply whenever &#34;big picture&#34; catalysts emerge, Piper contends.</p><p><strong>Baird Reiterates Tesla as Outperform</strong></p><p>The firm said it is sticking with Tesla.</p><p>“We believe Q1 numbers will be messy given the lower than consensus deliveries and varying estimates for Model Y ramp. The re-ramping of the Model Y across all four factories is likely still ongoing which adds risk to Q2 delivery estimates, in our view. Despite seeing catalysts in the intermediate- to long- term, we remain tepid on Q1/Q2.” The firm said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138712079","content_text":"Tesla will post its financial results for the first quarter of 2025 after market close on Tuesday, April 22, 2025.Tesla's Q1 revenue is expected to be $21.571 billion, adjusted net income will be $1.600 billion, and adjusted EPS will be $0.447, according to Bloomberg's consistent expectations.Previous Quarter ReviewTesla stock is down nearly 40% in 2025. The stock price slide began after a disappointing fourth-quarter earnings report in January.Despite missing Q4 2024 estimates with adjusted EPS of $0.73 and revenue of $25.7 billion on Jan. 29, Tesla shares rose 2.9% the next day as investors looked past the shortfall. The company reaffirmed the start of affordable vehicle production in the first half of 2025 and projected at least 50% growth in energy storage deployments after reporting a record 11 GWh in Q4.Vehicle Production and Delivery ChallengesTesla reported disappointing vehicle production and deliveries on April 2. The company produced 362,615 vehicles and delivered 336,681 in the first three months of 2025. Relative to the prior-year period, production was down 16%, and deliveries were down 13%. The numbers, which were below analyst expectations, describe Tesla's worst quarter in three years.These figures signal a potential slowdown in Tesla's growth trajectory and have contributed to investor concerns about the company's near-term prospects.Profit Margin Is A Key MetricOne of the most critical metrics investors will be monitoring is Tesla's automotive gross margin.Profitability in the core automotive segment is expected to remain under pressure due to factory retooling for the new Model Y, increased discounts, and incentives that have squeezed margins. Gross margins from automotive sales are projected to fall to about 15.8%, which is a notable drop from last year and far off the long-term goal of +25%.Of course, CEO Elon Musk's political activity and the resulting brand backlash are also factors in the softer global demand and margin crunch, compounding the impact of rising competition and macroeconomic headwinds such as tariffs and slowing EV adoption.Energy Business: Tesla's Fastest-Growing SegmentEnergy is Tesla's smallest but fastest-growing revenue center. The energy business produced 10% of the company's total revenue in 2024, totaling $10 billion. This was up 67% from 2023. The gain almost offset the dollar-value decline in Tesla's automotive sales in the same period.Tesla's energy generation and storage business is anticipated to be a bright spot, with revenues expected to surge thanks to strong demand for Megapack and Powerwall products.Analysts expect battery storage installations will more than double, accounting for 30% of total revenue and 15% of gross profit with 30% margins.Don’t Miss the Impending CatalystsTesla’s still got several levers up its sleeve that can trigger catalyst-driven upward re-rates to the stockMusk’s symbolic return to Tesla operations assuages growing investor concerns about the “Elon distraction”There will be improvements in uptake for the new Model Y (Launch Series in the U.S. and Juniper in China), the introduction of the “more affordable model”Tesla to launch unsupervised Full Self-Driving as a service in Austin in JuneWhat Do Wall Street Analysts SayRBC Analyst Tom Narayan Rates Tesla Stock at Buy“Q1 could benefit from pre-buy in March ahead of tariffs,” wrote RBC analyst Tom Narayan in a preview report. Ford Motor and General Motors had solid first-quarter U.S. sales. Dealers might have been trying to avoid tariff hikes. Trump’s 25% car-import tariffs are different from his so-called reciprocal tariffs and aren’t affected by the 90-day pause on those country-specific levies.Tesla doesn’t import any of the cars it sells in the U.S., so it suffers less of an impact from tariffs than most auto makers. Narayan said the focus for Tesla will be on the “new affordable model coming in Q2 as well as the Austin robotaxi service coming in June,” adding, “Expectations are already quite low, and any positive news could result in upside to shares.”Narayan rates Tesla stock at Buy and has a $314 price target for shares.Tesla Price Target Lowered to $400 from $450 at Piper SandlerPiper Sandler lowers the firm's price target on Tesla to $400 from $450 and keeps an Overweight rating on the shares.The company's Q1 financials \"will likely underwhelm,\" the analyst tells investors in a research note. The firm says Tesla's Q1 deliveries of 337,000 units missed consensus, and as a result, its gross margin is \"probably trending near multi-year lows.\" In addition, it is hard to rely on new products for delivery growth because Tesla hasn't disclosed specifications or pricing for Model 2, adds Piper.The firm cut estimates to reflect this outlook. However, while Tesla's few-month outlook \"leans bearish,\" the company can rally sharply whenever \"big picture\" catalysts emerge, Piper contends.Baird Reiterates Tesla as OutperformThe firm said it is sticking with Tesla.“We believe Q1 numbers will be messy given the lower than consensus deliveries and varying estimates for Model Y ramp. The re-ramping of the Model Y across all four factories is likely still ongoing which adds risk to Q2 delivery estimates, in our view. Despite seeing catalysts in the intermediate- to long- term, we remain tepid on Q1/Q2.” The firm said.","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1843,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":296,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/426179005845656"}