Key takes
Tesla’s revenue report and the telephone conference Wednesday were lit by the plan of a new version of the electric vehicle manufacturer of Optimus, an autonomous driving software and humanoid robot, a humanoid robot.
This call, which features CEO’s Elon Musk and other executives, is that Tesla (TSLA) reports that the profit and adjusted profits have not been estimated after TESLA (TSLA) reported the first year of the vehicle delivery. Continue to the book.
On the other hand, shares have recently increased by more than 4 %.
Untrained self -driving, Robotaxi will be released this year
According to Musk, Tesla’s vehicles are driving autonomously at a Freemont factory in California, and untrained vehicles will be used in a factory in Austin, Texas for the next few months. The mask hoped that untreated autonomous driving software would launch a paid service in Texas and California around June, and this year it would be possible.
Musk stated that when untreated systems were approved, Tesla could place the first version of the “Cyber Cab” autonomous taxi on the road. “We hope to operate it. We hope to protect activities that have not been monitored with internal fleets in some cities by the end of the year,” said the mask.
Tesla’s owner said that others could rent a car to use next year, but he said he was a boy who cried a wolf about the past projection. He joked.
The latest take for the inventory of analyst Tesla is mixed
JP Morgan analysts repeated the “underweight” rating and the price target of $ 135, and in the memo on Thursday, the stock price was “It has nothing to do with the company’s financial performance” or 2025. He said it was a prediction.
They stated that Tesla’s future financial goals have been repeatedly reduced in recent months, but their shares and analysts have risen at the same time. They concluded that Tesla’s shares have been “completely divorced from the basics,” and expressed his attention to investing in EV manufacturers.
Oppen Hymer analysts said that the timeline of Tesla’s complete automatic driving development was “cautious,” given the “history of platoes in performance.”
Morgan Stanley’s analysts have achieved the “overweight” rating and the price target of $ 430, and noticed how much focus on Optimus and artificial intelligence, not the existing vehicle business of the call. I mentioned.
Tesla expects the return of return delivery in 2025.
In the history of this year’s company, Tesla said in a report on Wednesday that the delivery was expected to return to growth in 2025.
Tesla reported that the delivery compared to the previous year was decreasing for the first time in 2024, sliding from 1.81 million in the previous year to 1.79 million last year. Analyst expects Tesla to deliver about 1.94 million vehicles in 2025, and has increased 8 % year -on -year, according to Visible Alpha.
JPMORGAN’s analyst said that the “return to growth” was not optimistic than 20 % to 30 % forecasted in 2025 in Tesla’s third quarter call.
Optimus sales forecasts are $ trillions of trillion
The mask was again optimistic about the development of Tesla’s Optimas Humanoid robot, and his robot was ultimately a greater source of Tesla income than the vehicle.
He may sell it to other companies in the second half of next year, so to produce thousands of robots this year to perform tasks at Tesla’s factory. He said that the company is proceeding smoothly.
He said yesterday that the opportunity for a mask to visualize for robots is a trillion of $ trillions.
