- Thu Mar 27, 2025 4:52 pm
#9440
Tesla Stock: Contrarian Play or Looming Disaster?
Canaccord Genuity remains bullish on Tesla, even with a lowered Q1 delivery estimate. They see production constraints, not waning demand, as the culprit. Do you agree that the delayed Model Y refresh is the primary reason for lower deliveries, or are there other factors at play? Is this truly a silver-linings playbook scenario as Canaccord suggests, or are we missing some red flags?
Record Q4 deliveries and energy storage deployments paint a rosy picture, but a 23% year-over-year decrease in operating income raises eyebrows. Is Tesla’s focus on affordability through financing and leasing options sustainable in the long run? How much weight should we give to impressive cash flow figures when profitability is shrinking?
The energy business shines bright, with the Shanghai Megafactory poised to boost growth. Could this segment become Tesla’s saving grace, even if vehicle sales falter? Will a 50% year-over-year growth in energy storage deployments be enough to offset potential losses in other areas?
Tesla's 2025 strategy prioritizes volume over cost reduction. Is this a smart move in a competitive EV market, or a recipe for thinner margins? Can they realistically achieve 3 million vehicles annually without significant new investments in production?
The Cybercab and Semi truck are on the horizon, with 2026 slated for volume production. Are these future ventures a distraction from current challenges, or the key to Tesla’s long-term dominance? Will the promised robotaxi services truly materialize this summer, and what impact will they have on Tesla's valuation?
Analyst opinions are sharply divided, with strong buy and strong sell recommendations coexisting. The average target price suggests a 23% upside, but is this overly optimistic given the current market sentiment? What’s your price target for Tesla, and what milestones will drive its achievement?
Let’s discuss the future of Tesla. Is it time to double down, hold steady, or jump ship?
Canaccord Genuity remains bullish on Tesla, even with a lowered Q1 delivery estimate. They see production constraints, not waning demand, as the culprit. Do you agree that the delayed Model Y refresh is the primary reason for lower deliveries, or are there other factors at play? Is this truly a silver-linings playbook scenario as Canaccord suggests, or are we missing some red flags?
Record Q4 deliveries and energy storage deployments paint a rosy picture, but a 23% year-over-year decrease in operating income raises eyebrows. Is Tesla’s focus on affordability through financing and leasing options sustainable in the long run? How much weight should we give to impressive cash flow figures when profitability is shrinking?
The energy business shines bright, with the Shanghai Megafactory poised to boost growth. Could this segment become Tesla’s saving grace, even if vehicle sales falter? Will a 50% year-over-year growth in energy storage deployments be enough to offset potential losses in other areas?
Tesla's 2025 strategy prioritizes volume over cost reduction. Is this a smart move in a competitive EV market, or a recipe for thinner margins? Can they realistically achieve 3 million vehicles annually without significant new investments in production?
The Cybercab and Semi truck are on the horizon, with 2026 slated for volume production. Are these future ventures a distraction from current challenges, or the key to Tesla’s long-term dominance? Will the promised robotaxi services truly materialize this summer, and what impact will they have on Tesla's valuation?
Analyst opinions are sharply divided, with strong buy and strong sell recommendations coexisting. The average target price suggests a 23% upside, but is this overly optimistic given the current market sentiment? What’s your price target for Tesla, and what milestones will drive its achievement?
Let’s discuss the future of Tesla. Is it time to double down, hold steady, or jump ship?
- By Anonymous