Separate names with a comma.
If anyone wants a perspective from the Street, read Morgan Stanley's initial thoughts on the results before the call. The drop after hours is due...
Looks like the model S order page was updated. [ATTACH]
Oppenheimer raised their price target by largely increasing their multiple but wrote about FSD to justify it. Nothing concrete in their model yet...
I wouldn’t be surprised if they are sandbagging or playing other games. For example, it’s common knowledge in the industry that underwriting...
Here is the Wedbush note. Dan Ives was previously forecasting only 2 million vehicle deliveries in 2030. That has now been increased to 5.5...
Credit Suisse raises their price target from $400 to $800, maintains Neutral rating. They expand their model to 2030, forecasting 5.1 million...
New Loup TV episode with Matt Joyce, talking about delivery numbers. He is expecting 850K vehicles for 2021, up 70% Y/Y. [MEDIA]
Well that explains the shift in tone from their Q4 deliveries note! Still only forecasting 1.7mm deliveries in 2025, which is just crazy to me....
Yes, here is the note in it's entirety. The note was positive by their standards (as a bear). But as I was trying to point out, they were not the...
It was BNP Paripas (largest French bank). I don't have access to their research but here's an article: Tesla Stock Is a ‘Sell’ Because Investors...
Adam Jonas recently collaborated with Morgan Stanley's software/tech team and Battery team over in Asia to rework his entire model. Before when MS...
Morgan Stanley raises their price target from $540 to $810. Their 2030 volume goes from 3.8mm units to 5.2mm units. Edit: Here are some of my key...
Analyst reports are now rolling in on the Q4 delivery news. Goldman Sachs believes that Buyside "Whisper" numbers were somewhere in the range of...
Quiet period typically starts 15 days prior to the end of the quarter and lasts until earnings are released. But it varies company to company.
Deutsche Bank and Credit Suisse updated their Q4 delivery estimates today. Deutsche Bank also raised their price target from $500 to $705. Q4...
Here's the main page of the JMP note. [ATTACH]
This went under the radar, but Barclays raises their price target on TSLA from $125 to $230, while "remaining stubbornly underweight" (crazy, I...
Here's a view of the JPMorgan note if anyone wants a laugh. [ATTACH]
He's at Morgan Stanley, not GS.
Of course! Goldman Sachs didn't add their full model to the note so I am not 100% sure if FSD and Energy is being included in the valuation. Their...
Goldman Sachs raises their price target from $455 to $780, upgrade to Buy. [ATTACH] Edit: Continued... We believe that the Energy and full self...
Excerpt from the note (emphasis added): Raising PT to $560, Bull Case now $1,000. While Model 3's remain the core driver, going forward new...
Morgan Stanley upgrades TSLA to Overweight from Neutral. Price target goes up to $540 from $360. Kind of saw this coming after Jonas's recent...
Reposting this from the main thread. Deutsche Bank hosted Martin Viecha at their AutoTech Conference this week. Here were their takeaways....
Deutsche Bank hosted Martin Viecha at their AutoTech Conference this week. Here were their takeaways. Highlights: Low-teens operating margin...
Morgan Stanley raises their price target to $360 from $333.
I'm glad they added this snippet to their deck. It often gets misunderstood. "Installed capacity ≠ Current production rate. Production rate...
Yep, that's just how it is. Large institutional holders also get these callbacks.
Copying a portion of my post from the main investment thread. This is relevant for Shanghai for Q4. CEO of Snow Bull Capital (small hedge fund...
Interesting Twitter thread from Snow Bull Capital. Have not heard of them before but apparently they were 98.1% accurate on their P&D estimate...
Tesla IR started doing this recently. They did this last quarter and I believe they may have done this for Q1, but my memory is fuzzy. I think it...
It looks like Tesla IR sent out a company-collected consensus again. This was from a note from RBC earlier today. Tesla consensus is at 135.9K...
Here is the current FactSet consensus as of 9/20. All metrics are in $ millions except for EPS. Total Revenue8,429.35 COGS6,064.29 Gross...
Wedbush to $475 from $380. Maintain Neutral.
Wedbush raises their price target from $380 to $475. Dan Ives is forecasting 130K deliveries for Q3 and 470k for FY20. [ATTACH]
You are getting disagrees but you are right. Electrek articles are frequently cited in analyst reports.
Credit Suisse and Deutsche Bank issued Battery Day previews today. Credit Suisse raises their price target from $280 to $400. Deutsche Bank...
The note says by Friday the 4th. I don't think S&P has historically posted announcements on Fridays. Edit: Looks like I'm wrong. Thanks MP3Mike...
Credit Suisse gives their thoughts on the S&P add from a note issued this afternoon. Thought it was interesting to hear it from an institutional...
Also updated RBC's and Morgan Stanley's price targets. RBC up from $170 to $290, MS from $270 to $272.
Added post-split price targets of Argus, Wedbush and Canaccord.
Canaccord raised their price target from $325 to $442 (was $1,625 on a pre-split basis). Maintains Hold rating.
In addition, this is from their Korean battery report that is referenced. TL;DR they are finally figuring out what many of us have known for many...
Updated Morgan Stanley's price target raise to $1,050 from $740. Also noted Bernstein's recent downgrade to sell from hold.
I think the recent price action may partially be related to the U.S. - China escalations as of late. Morgan Stanley issued a note today with the...
I see it too. Sorry, I was not 100% aware of how wiki posts work. I'll do this going forward.
Updated list with the pre-earnings price target for comparison. Unbolded names have not issued new reports yet. Elazar Advisors: $2,608 - up from...
Sorry, I made some edits. Switched around GAAP and non-GAAP accidentally. It looks like the default EPS number for Tesla is non-GAAP. The FactSet...
The reason for the low EPS numbers is due to the fact that only a subset of analysts update their estimates after the Q2 delivery report and...
Just in. Baird raises their price target on TSLA to $984 from $700.