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The impact of tariffs and expiring EV credits is expected to pressure future US deliveries and regulatory credit revenue in the near term
Elon Musk: Well, we're in this weird transition period where we will lose a lot of incentives in the US. Slab incentives actually in many other parts of the world. But we'll lose them in the US. Across all of it at the relatively early stages of autonomy. On the other hand, autonomy is most advanced and most available from a regulatory standpoint in the US. Does that mean we could have a few rough quarters? Yeah. We probably could have a few rough quarters. I'm not saying that we will, but we could. Q4, Q1, maybe Q2.
Revenue -12% y/y ( decline for the first time in 10 years)!!!
EPS 0,27 $ agj vs 0,39 $ estimated
FCF -89% y/y but still positive ( just 146 M$)
CAPEX for 2025 increased
EBITDA dropped by 7.8%.
Price to Sales 12,7
P/B 14
Expensive
We expect declining of the stock price to 210 $
And, yes, many still regard Tesla as a car manufacturer, but this is not a correct view of the company. Later in our blog we will touch on the question of how to correctly look at the brainchild of Elon Musk.
The impact of tariffs and expiring EV credits is expected to pressure future US deliveries and regulatory credit revenue in the near term
Elon Musk: Well, we're in this weird transition period where we will lose a lot of incentives in the US. Slab incentives actually in many other parts of the world. But we'll lose them in the US. Across all of it at the relatively early stages of autonomy. On the other hand, autonomy is most advanced and most available from a regulatory standpoint in the US. Does that mean we could have a few rough quarters? Yeah. We probably could have a few rough quarters. I'm not saying that we will, but we could. Q4, Q1, maybe Q2.
Revenue -12% y/y ( decline for the first time in 10 years)!!!
EPS 0,27 $ agj vs 0,39 $ estimated
FCF -89% y/y but still positive ( just 146 M$)
CAPEX for 2025 increased
EBITDA dropped by 7.8%.
Price to Sales 12,7
P/B 14
Expensive
We expect declining of the stock price to 210 $
And, yes, many still regard Tesla as a car manufacturer, but this is not a correct view of the company. Later in our blog we will touch on the question of how to correctly look at the brainchild of Elon Musk.
Trade attivo
🐻 So far it looks like: everything Tesla earns we give to MuskThe emotional gap will be closed
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👉AIP 🇺🇸 38 days 10,7%
👉MVST 🇺🇸 2 days 9,7%
👉NBCC 🇮🇳 7 days 5%
👉1810 (Xiaomi) 🇭🇰 16 days 6,2%
👉Palladium🛢 15 days 9,4%
👉CAKEUSDT🍰 6 days 26%
🌎 t.me/A3MInvestments
Declinazione di responsabilità
Le informazioni ed i contenuti pubblicati non costituiscono in alcun modo una sollecitazione ad investire o ad operare nei mercati finanziari. Non sono inoltre fornite o supportate da TradingView. Maggiori dettagli nelle Condizioni d'uso.
⚡️Our latest trades
👉AIP 🇺🇸 38 days 10,7%
👉MVST 🇺🇸 2 days 9,7%
👉NBCC 🇮🇳 7 days 5%
👉1810 (Xiaomi) 🇭🇰 16 days 6,2%
👉Palladium🛢 15 days 9,4%
👉CAKEUSDT🍰 6 days 26%
🌎 t.me/A3MInvestments
👉AIP 🇺🇸 38 days 10,7%
👉MVST 🇺🇸 2 days 9,7%
👉NBCC 🇮🇳 7 days 5%
👉1810 (Xiaomi) 🇭🇰 16 days 6,2%
👉Palladium🛢 15 days 9,4%
👉CAKEUSDT🍰 6 days 26%
🌎 t.me/A3MInvestments
Declinazione di responsabilità
Le informazioni ed i contenuti pubblicati non costituiscono in alcun modo una sollecitazione ad investire o ad operare nei mercati finanziari. Non sono inoltre fornite o supportate da TradingView. Maggiori dettagli nelle Condizioni d'uso.