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2022-01-19
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Tesla Q4 Earnings Are Coming - What To Expect<blockquote>特斯拉第四季度财报即将发布 - 有何期待</blockquote>
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Musk might provide a more solid timeframe for Semi deliveries and Tesla’s progress on Class 8 truck’s production at the upcoming earnings call.</p><p><blockquote>例如，百事公司预计将在本月底收到第一批特斯拉半成品。在即将举行的财报看涨期权上，马斯克可能会提供一个更可靠的半交付时间表，以及特斯拉在 8 级卡车生产方面的进展。</blockquote></p><p>As for the Cybertruck, Tesla had previously stated that it already produced a few alpha prototypes of the all-electric pickup. A few people have already spotted the Cybertruck alpha prototypes in the wild a few times.</p><p><blockquote>至于Cybertruck，特斯拉此前曾表示，它已经生产了一些全电动皮卡的alpha原型车。一些人已经在野外多次发现了 Cybertruck alpha 原型车。</blockquote></p><p>A Tesla product roadmap would provide details on the company’s plans moving forward. 2022 is likely to be a big year for Tesla, especially considering its plans to produce vehicles at Giga Texas and Giga Berlin. Giga Shanghai also plans to increase production capacity with an RMB 1.2B ($188 million) expansion project.</p><p><blockquote>特斯拉产品路线图将提供公司未来计划的详细信息。2022 年对特斯拉来说可能是重要的一年，特别是考虑到其计划在 Giga Texas 和 Giga Berlin 生产汽车。Giga Shanghai 还计划通过一项耗资 1.2B 人民币（1.88 亿美元）的扩建项目来提高产能。</blockquote></p><p><b>Fourth-quarter results are critical</b></p><p><blockquote><b>第四季度业绩至关重要</b></blockquote></p><p>Tesla's fourth-quarter results are critical to validate the third-quarter dynamics that could see the company carving out meaningful share from legacy automakers and claim a disproportionate share of the industry profit pool, Jefferies analyst Philippe Houchois said in a note.</p><p><blockquote>杰富瑞 (Jefferies) 分析师 Philippe Houchois 在一份报告中表示，特斯拉第四季度的业绩对于验证第三季度的动态至关重要，该公司可能会从传统汽车制造商手中夺取有意义的份额，并在行业利润池中占据不成比例的份额。</blockquote></p><p>Annualizing fourth-quarter production suggests active capacity of 1.3 million units, the analyst said. Adding 50,000 units for the underused Model S/X vehicles and 600,000-unit capacity for Austin and Berlin, total capacity for the year end is close to 2 million units, he said.</p><p><blockquote>分析师表示，第四季度产量年化表明活跃产能为 130 万辆。他说，加上未充分利用的 Model S/X 车辆的 50,000 辆以及奥斯汀和柏林的 600,000 辆产能，年底的总产能接近 200 万辆。</blockquote></p><p>Annualized production of 710,000 at Giga Shanghai shows the facility is breaking out of automotive production norms toward Elon Musk's ambition that each site should produce 1 million units. Reaching that number, Houchois said, is not a given due to general capacity constraints.</p><p><blockquote>Giga Shanghai 的年产量为 71 万辆，表明该工厂正在打破汽车生产规范，实现埃隆·马斯克 (Elon Musk) 的目标，即每个工厂生产 100 万辆。Houchois说，由于一般容量限制，达到这个数字是不确定的。</blockquote></p><p>Citing acceleration in BEV demand and a growing backlog of vehicle orders, the analyst raised his 2022 sales forecast up by 12% to 1.51 million units. This is based on the assumption that the Austin and Berlin factories will start producing deliverable Model Ys in February and April, respectively.</p><p><blockquote>该分析师以纯电动汽车需求加速增长和积压的汽车订单不断增加为由，将 2022 年销量预测上调了 12%，达到 151 万辆。这是基于奥斯汀和柏林工厂将分别于 2 月和 4 月开始生产可交付的 Ys 车型的假设。</blockquote></p><p><b>Tesla gets an upbeat call ahead of earnings</b></p><p><blockquote><b>特斯拉在财报公布前获得乐观的看涨期权</b></blockquote></p><p>Credit Suisse analyst Dan Levy raised his target price for the shares ahead of the company’s fourth-quarter earnings report.</p><p><blockquote>瑞士信贷分析师丹-利维（Dan Levy）在公司第四季度财报发布前提高了该股的目标价。</blockquote></p><p>Levy increased his target price to $1,025 from $830 a share, saying he expects earnings to be stronger than Wall Street has penciled in, but kept his rating on the shares at the equivalent of Hold.</p><p><blockquote>利维将目标价从每股 830 美元上调至 1,025 美元，并表示他预计盈利将强于华尔街的预期，但将该股评级维持在相当于持有的水平。</blockquote></p><p>Levy projects Tesla will earn $2.81 a share for the fourth quarter of 2021, while Wall Street is looking for just $2.25.</p><p><blockquote>Levy 预计特斯拉 2021 年第四季度每股收益为 2.81 美元，而华尔街的预期收益仅为 2.25 美元。</blockquote></p><p>Beyond earnings, Levy sees four keys to the performance of Tesla shares: How fast the company increases production capacity, the direction of gross profit margins, the introduction of new batteries, and product announcements.</p><p><blockquote>除了盈利之外，利维还认为特斯拉股票表现的四个关键：公司增加产能的速度、毛利率的方向、新电池的推出以及产品公告。</blockquote></p><p>Tesla is starting up two production facilities in coming weeks, one in Austin, Texas, and the other near Berlin, Germany. That will essentially double Tesla’s production capacity.</p><p><blockquote>特斯拉将在未来几周内启动两家生产工厂，一家位于德克萨斯州奥斯汀，另一家位于德国柏林附近。这将使特斯拉的产能翻一番。</blockquote></p><p>“With Tesla’s demand exceeding supply likely for the foreseeable future, Tesla’s path of volume will be purely a function of its production,” wrote Levy in his report. He projects almost 1.5 million deliveries in 2022, up from about 936,000 in 2021. Levy also expects the existing plant in Shanghai to boost its production this year.</p><p><blockquote>“利维在报告中写道：”在可预见的未来，特斯拉的需求可能会超过供应，特斯拉的产量路径将纯粹取决于其产量。他预计 2022 年交付量将接近 150 万辆，高于 2021 年的约 93.6 万辆。Levy 还预计上海现有工厂今年将提高产量。</blockquote></p><p>The start of the new plants could weigh on margins because it takes a while for a huge new facility to begin operating at capacity, but Levy still expects better gross profit margins in 2022. He believes higher vehicle prices can offset any drag from inflation or start-up costs.</p><p><blockquote>新工厂的启动可能会对利润率造成压力，因为一个巨大的新工厂需要一段时间才能开始满负荷运营，但利维仍然预计 2022 年毛利率会更好。他认为，汽车价格上涨可以抵消通货膨胀或启动成本带来的任何拖累。</blockquote></p><p>Tesla is also expected to debut new, larger batteries, offering better performance and longer life, in 2022. The 4680 cells have a diameter of 46 millimeters and height of 80 millimeters, while the current batteries are 21 millimeters in diameter and 70 millimeters high. Tesla is also redesigning the battery pack for its new batteries, a move that is intended to reduce production costs.</p><p><blockquote>特斯拉预计还将在 2022 年推出新型、更大的电池，提供更好的性能和更长的寿命。4680电池的直径为46毫米，高度为80毫米，而目前的电池直径为21毫米，高70毫米。特斯拉还在为其新电池重新设计电池组，此举旨在降低生产成本。</blockquote></p><p>The company has also said a $25,000 EV is in the cards, a product that would open up more of the car market to Tesla, given that a Tesla Model 3 starts at about $45,000 today. Levy thinks that the announcement could come this year.</p><p><blockquote>该公司还表示，考虑到特斯拉 Model 3 目前的起价约为 45,000 美元，这款产品将为特斯拉打开更多汽车市场。利维认为这一消息可能会在今年发布。</blockquote></p><p></p><p>The reason Levy is sticking with a Hold rating on Tesla despite all those positive factors is the stock’s lofty valuation. The stock trades at 108 times the per-share earnings expected for 2022, according to FactSet, compared with 32 times for the Russell 1000 Growth index.</p><p><blockquote>尽管有这些积极因素，利维仍坚持对特斯拉进行持有评级，原因是该股的估值很高。根据 FactSet 的数据，该股的交易价格是 2022 年预期每股收益的 108 倍，而罗素 1000 增长指数为 32 倍。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","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 Q4 Earnings Are Coming - What To Expect<blockquote>特斯拉第四季度财报即将发布 - 有何期待</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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 Q4 Earnings Are Coming - What To Expect<blockquote>特斯拉第四季度财报即将发布 - 有何期待</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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 smaller\">2022-01-19 15:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Tesla announced that it will release its Q4, 2021 earnings report after the closing bell on Wednesday, January 26, and Elon Musk confirmed that he will come back to the call and give a Tesla product roadmap update.</p><p><blockquote><html><head></head><body>特斯拉宣布将于 1 月 26 日星期三收盘后发布 2021 年第四季度收益报告，Elon Musk 确认他将返回看涨期权并提供特斯拉产品路线图更新。</body></html></blockquote></p><p><b>Product roadmap update</b></p><p><blockquote><b>产品路线图更新</b></blockquote></p><p>Last year, CEO Elon Musk announced that he wouldn’t attend the earnings conference call anymore.</p><p><blockquote>去年，首席执行官埃隆-马斯克（Elon Musk）宣布他将不再出席财报电话会议。</blockquote></p><p>However, Musk said last month that he would be attending the next call to give a “product roadmap update”:</p><p><blockquote>不过，马斯克上个月表示，他将出席下一次看涨期权，提供 “产品路线图更新”：</blockquote></p><p>Tesla still has a few products customers are eager to know more about, particularly the Cybertruck and Semi.</p><p><blockquote>特斯拉仍然有一些客户渴望了解更多的产品，尤其是 Cybertruck 和 Semi。</blockquote></p><p>For example, PepsiCo is expected to receive its first batch of Tesla Semi deliveries at the end of this month. Musk might provide a more solid timeframe for Semi deliveries and Tesla’s progress on Class 8 truck’s production at the upcoming earnings call.</p><p><blockquote>例如，百事公司预计将在本月底收到第一批特斯拉半成品。在即将举行的财报看涨期权上，马斯克可能会提供一个更可靠的半交付时间表，以及特斯拉在 8 级卡车生产方面的进展。</blockquote></p><p>As for the Cybertruck, Tesla had previously stated that it already produced a few alpha prototypes of the all-electric pickup. A few people have already spotted the Cybertruck alpha prototypes in the wild a few times.</p><p><blockquote>至于Cybertruck，特斯拉此前曾表示，它已经生产了一些全电动皮卡的alpha原型车。一些人已经在野外多次发现了 Cybertruck alpha 原型车。</blockquote></p><p>A Tesla product roadmap would provide details on the company’s plans moving forward. 2022 is likely to be a big year for Tesla, especially considering its plans to produce vehicles at Giga Texas and Giga Berlin. Giga Shanghai also plans to increase production capacity with an RMB 1.2B ($188 million) expansion project.</p><p><blockquote>特斯拉产品路线图将提供公司未来计划的详细信息。2022 年对特斯拉来说可能是重要的一年，特别是考虑到其计划在 Giga Texas 和 Giga Berlin 生产汽车。Giga Shanghai 还计划通过一项耗资 1.2B 人民币（1.88 亿美元）的扩建项目来提高产能。</blockquote></p><p><b>Fourth-quarter results are critical</b></p><p><blockquote><b>第四季度业绩至关重要</b></blockquote></p><p>Tesla's fourth-quarter results are critical to validate the third-quarter dynamics that could see the company carving out meaningful share from legacy automakers and claim a disproportionate share of the industry profit pool, Jefferies analyst Philippe Houchois said in a note.</p><p><blockquote>杰富瑞 (Jefferies) 分析师 Philippe Houchois 在一份报告中表示，特斯拉第四季度的业绩对于验证第三季度的动态至关重要，该公司可能会从传统汽车制造商手中夺取有意义的份额，并在行业利润池中占据不成比例的份额。</blockquote></p><p>Annualizing fourth-quarter production suggests active capacity of 1.3 million units, the analyst said. Adding 50,000 units for the underused Model S/X vehicles and 600,000-unit capacity for Austin and Berlin, total capacity for the year end is close to 2 million units, he said.</p><p><blockquote>分析师表示，第四季度产量年化表明活跃产能为 130 万辆。他说，加上未充分利用的 Model S/X 车辆的 50,000 辆以及奥斯汀和柏林的 600,000 辆产能，年底的总产能接近 200 万辆。</blockquote></p><p>Annualized production of 710,000 at Giga Shanghai shows the facility is breaking out of automotive production norms toward Elon Musk's ambition that each site should produce 1 million units. Reaching that number, Houchois said, is not a given due to general capacity constraints.</p><p><blockquote>Giga Shanghai 的年产量为 71 万辆，表明该工厂正在打破汽车生产规范，实现埃隆·马斯克 (Elon Musk) 的目标，即每个工厂生产 100 万辆。Houchois说，由于一般容量限制，达到这个数字是不确定的。</blockquote></p><p>Citing acceleration in BEV demand and a growing backlog of vehicle orders, the analyst raised his 2022 sales forecast up by 12% to 1.51 million units. This is based on the assumption that the Austin and Berlin factories will start producing deliverable Model Ys in February and April, respectively.</p><p><blockquote>该分析师以纯电动汽车需求加速增长和积压的汽车订单不断增加为由，将 2022 年销量预测上调了 12%，达到 151 万辆。这是基于奥斯汀和柏林工厂将分别于 2 月和 4 月开始生产可交付的 Ys 车型的假设。</blockquote></p><p><b>Tesla gets an upbeat call ahead of earnings</b></p><p><blockquote><b>特斯拉在财报公布前获得乐观的看涨期权</b></blockquote></p><p>Credit Suisse analyst Dan Levy raised his target price for the shares ahead of the company’s fourth-quarter earnings report.</p><p><blockquote>瑞士信贷分析师丹-利维（Dan Levy）在公司第四季度财报发布前提高了该股的目标价。</blockquote></p><p>Levy increased his target price to $1,025 from $830 a share, saying he expects earnings to be stronger than Wall Street has penciled in, but kept his rating on the shares at the equivalent of Hold.</p><p><blockquote>利维将目标价从每股 830 美元上调至 1,025 美元，并表示他预计盈利将强于华尔街的预期，但将该股评级维持在相当于持有的水平。</blockquote></p><p>Levy projects Tesla will earn $2.81 a share for the fourth quarter of 2021, while Wall Street is looking for just $2.25.</p><p><blockquote>Levy 预计特斯拉 2021 年第四季度每股收益为 2.81 美元，而华尔街的预期收益仅为 2.25 美元。</blockquote></p><p>Beyond earnings, Levy sees four keys to the performance of Tesla shares: How fast the company increases production capacity, the direction of gross profit margins, the introduction of new batteries, and product announcements.</p><p><blockquote>除了盈利之外，利维还认为特斯拉股票表现的四个关键：公司增加产能的速度、毛利率的方向、新电池的推出以及产品公告。</blockquote></p><p>Tesla is starting up two production facilities in coming weeks, one in Austin, Texas, and the other near Berlin, Germany. That will essentially double Tesla’s production capacity.</p><p><blockquote>特斯拉将在未来几周内启动两家生产工厂，一家位于德克萨斯州奥斯汀，另一家位于德国柏林附近。这将使特斯拉的产能翻一番。</blockquote></p><p>“With Tesla’s demand exceeding supply likely for the foreseeable future, Tesla’s path of volume will be purely a function of its production,” wrote Levy in his report. He projects almost 1.5 million deliveries in 2022, up from about 936,000 in 2021. Levy also expects the existing plant in Shanghai to boost its production this year.</p><p><blockquote>“利维在报告中写道：”在可预见的未来，特斯拉的需求可能会超过供应，特斯拉的产量路径将纯粹取决于其产量。他预计 2022 年交付量将接近 150 万辆，高于 2021 年的约 93.6 万辆。Levy 还预计上海现有工厂今年将提高产量。</blockquote></p><p>The start of the new plants could weigh on margins because it takes a while for a huge new facility to begin operating at capacity, but Levy still expects better gross profit margins in 2022. He believes higher vehicle prices can offset any drag from inflation or start-up costs.</p><p><blockquote>新工厂的启动可能会对利润率造成压力，因为一个巨大的新工厂需要一段时间才能开始满负荷运营，但利维仍然预计 2022 年毛利率会更好。他认为，汽车价格上涨可以抵消通货膨胀或启动成本带来的任何拖累。</blockquote></p><p>Tesla is also expected to debut new, larger batteries, offering better performance and longer life, in 2022. The 4680 cells have a diameter of 46 millimeters and height of 80 millimeters, while the current batteries are 21 millimeters in diameter and 70 millimeters high. Tesla is also redesigning the battery pack for its new batteries, a move that is intended to reduce production costs.</p><p><blockquote>特斯拉预计还将在 2022 年推出新型、更大的电池，提供更好的性能和更长的寿命。4680电池的直径为46毫米，高度为80毫米，而目前的电池直径为21毫米，高70毫米。特斯拉还在为其新电池重新设计电池组，此举旨在降低生产成本。</blockquote></p><p>The company has also said a $25,000 EV is in the cards, a product that would open up more of the car market to Tesla, given that a Tesla Model 3 starts at about $45,000 today. Levy thinks that the announcement could come this year.</p><p><blockquote>该公司还表示，考虑到特斯拉 Model 3 目前的起价约为 45,000 美元，这款产品将为特斯拉打开更多汽车市场。利维认为这一消息可能会在今年发布。</blockquote></p><p></p><p>The reason Levy is sticking with a Hold rating on Tesla despite all those positive factors is the stock’s lofty valuation. The stock trades at 108 times the per-share earnings expected for 2022, according to FactSet, compared with 32 times for the Russell 1000 Growth index.</p><p><blockquote>尽管有这些积极因素，利维仍坚持对特斯拉进行持有评级，原因是该股的估值很高。根据 FactSet 的数据，该股的交易价格是 2022 年预期每股收益的 108 倍，而罗素 1000 增长指数为 32 倍。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\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":"1142919906","content_text":"Tesla announced that it will release its Q4, 2021 earnings report after the closing bell on Wednesday, January 26, and Elon Musk confirmed that he will come back to the call and give a Tesla product roadmap update.Product roadmap updateLast year, CEO Elon Musk announced that he wouldn’t attend the earnings conference call anymore.However, Musk said last month that he would be attending the next call to give a “product roadmap update”:Tesla still has a few products customers are eager to know more about, particularly the Cybertruck and Semi.For example, PepsiCo is expected to receive its first batch of Tesla Semi deliveries at the end of this month. Musk might provide a more solid timeframe for Semi deliveries and Tesla’s progress on Class 8 truck’s production at the upcoming earnings call.As for the Cybertruck, Tesla had previously stated that it already produced a few alpha prototypes of the all-electric pickup. A few people have already spotted the Cybertruck alpha prototypes in the wild a few times.A Tesla product roadmap would provide details on the company’s plans moving forward. 2022 is likely to be a big year for Tesla, especially considering its plans to produce vehicles at Giga Texas and Giga Berlin. Giga Shanghai also plans to increase production capacity with an RMB 1.2B ($188 million) expansion project.Fourth-quarter results are criticalTesla's fourth-quarter results are critical to validate the third-quarter dynamics that could see the company carving out meaningful share from legacy automakers and claim a disproportionate share of the industry profit pool, Jefferies analyst Philippe Houchois said in a note.Annualizing fourth-quarter production suggests active capacity of 1.3 million units, the analyst said. Adding 50,000 units for the underused Model S/X vehicles and 600,000-unit capacity for Austin and Berlin, total capacity for the year end is close to 2 million units, he said.Annualized production of 710,000 at Giga Shanghai shows the facility is breaking out of automotive production norms toward Elon Musk's ambition that each site should produce 1 million units. Reaching that number, Houchois said, is not a given due to general capacity constraints.Citing acceleration in BEV demand and a growing backlog of vehicle orders, the analyst raised his 2022 sales forecast up by 12% to 1.51 million units. This is based on the assumption that the Austin and Berlin factories will start producing deliverable Model Ys in February and April, respectively.Tesla gets an upbeat call ahead of earningsCredit Suisse analyst Dan Levy raised his target price for the shares ahead of the company’s fourth-quarter earnings report.Levy increased his target price to $1,025 from $830 a share, saying he expects earnings to be stronger than Wall Street has penciled in, but kept his rating on the shares at the equivalent of Hold.Levy projects Tesla will earn $2.81 a share for the fourth quarter of 2021, while Wall Street is looking for just $2.25.Beyond earnings, Levy sees four keys to the performance of Tesla shares: How fast the company increases production capacity, the direction of gross profit margins, the introduction of new batteries, and product announcements.Tesla is starting up two production facilities in coming weeks, one in Austin, Texas, and the other near Berlin, Germany. That will essentially double Tesla’s production capacity.“With Tesla’s demand exceeding supply likely for the foreseeable future, Tesla’s path of volume will be purely a function of its production,” wrote Levy in his report. He projects almost 1.5 million deliveries in 2022, up from about 936,000 in 2021. Levy also expects the existing plant in Shanghai to boost its production this year.The start of the new plants could weigh on margins because it takes a while for a huge new facility to begin operating at capacity, but Levy still expects better gross profit margins in 2022. He believes higher vehicle prices can offset any drag from inflation or start-up costs.Tesla is also expected to debut new, larger batteries, offering better performance and longer life, in 2022. The 4680 cells have a diameter of 46 millimeters and height of 80 millimeters, while the current batteries are 21 millimeters in diameter and 70 millimeters high. Tesla is also redesigning the battery pack for its new batteries, a move that is intended to reduce production costs.The company has also said a $25,000 EV is in the cards, a product that would open up more of the car market to Tesla, given that a Tesla Model 3 starts at about $45,000 today. Levy thinks that the announcement could come this year.The reason Levy is sticking with a Hold rating on Tesla despite all those positive factors is the stock’s lofty valuation. The stock trades at 108 times the per-share earnings expected for 2022, according to FactSet, compared with 32 times for the Russell 1000 Growth index.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":994,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/697784387"}
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