2076eaf
2021-07-26
Can it go higher?
Tesla earnings preview: Semi truck, Cybertruck pickup and chip shortage in focus<blockquote>特斯拉财报预览：半挂卡车、Cybertruck皮卡和芯片短缺成为焦点</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":800825566,"tweetId":"800825566","gmtCreate":1627292316355,"gmtModify":1633766454801,"author":{"id":3576721240338977,"idStr":"3576721240338977","authorId":3576721240338977,"authorIdStr":"3576721240338977","name":"2076eaf","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Can it go higher?</p></body></html>","htmlText":"<html><head></head><body><p>Can it go higher?</p></body></html>","text":"Can it go higher?","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/800825566","repostId":2153936485,"repostType":4,"repost":{"id":"2153936485","kind":"highlight","pubTimestamp":1627282398,"share":"https://www.laohu8.com/m/news/2153936485?lang=zh_CN&edition=full","pubTime":"2021-07-26 14:53","market":"us","language":"en","title":"Tesla earnings preview: Semi truck, Cybertruck pickup and chip shortage in focus<blockquote>特斯拉财报预览：半挂卡车、Cybertruck皮卡和芯片短缺成为焦点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2153936485","media":"MarketWatch","summary":"Tesla Inc.'s quarterly results will be a golden opportunity for Wall Street to get the lowdown on th","content":"<p>Tesla Inc.'s quarterly results will be a golden opportunity for Wall Street to get the lowdown on the Silicon Valley electric-car maker's future vehicles, factories under construction, and lingering effects from chip and parts shortages and rising commodity prices.</p><p><blockquote>特斯拉公司的季度业绩将是华尔街了解这家硅谷电动汽车制造商未来汽车、在建工厂以及芯片和零部件短缺以及大宗商品价格上涨的挥之不去影响的黄金机会。</blockquote></p><p> Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> is scheduled to report second-quarter results after the bell on Monday. The EV maker plans to host a conference call at 5:30 p.m. Eastern that day to discuss results with investors and others.</p><p><blockquote>特斯拉<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>定于周一盘后公布第二季度业绩。这家电动汽车制造商计划在下午5:30举办电话会议。东方当天与投资者和其他人讨论结果。</blockquote></p><p> Notably absent will be Jerome Guillen, the long-time Tesla executive who left in early June. Guillen, who spent more than a decade at the company, led Tesla's efforts to get the Tesla Semi, the company's commercial electric truck, off the factory floor.</p><p><blockquote>值得注意的是，Jerome Guillen将缺席，他是特斯拉的长期高管，于6月初离职。吉伦在该公司工作了十多年，领导特斯拉努力将该公司的商用电动卡车特斯拉Semi从工厂车间推出。</blockquote></p><p> Tesla said in April that sales of the Tesla Semi were on track to begin this year, and investors will want to know if that's still on the table given Guillen's departure, which merited an after-the-fact, two-sentence notice.</p><p><blockquote>特斯拉四月份表示，特斯拉Semi的销售有望于今年开始，鉴于吉伦的离开，投资者想知道这是否仍在讨论中，这值得事后发出两句话的通知。</blockquote></p><p> The company plans to build the Semi and the Cybertruck pickup at its newest plant being built in the Austin, Texas, area. Investors will wait for updates on these timelines as well as building progress for Texas plant and the <a href=\"https://laohu8.com/S/AONE.U\">one</a> being built in Germany.</p><p><blockquote>该公司计划在德克萨斯州奥斯汀地区的最新工厂生产Semi和Cybertruck皮卡。投资者将等待这些时间表的更新以及德克萨斯州工厂和<a href=\"https://laohu8.com/S/AONE.U\">一</a>正在德国建造。</blockquote></p><p> \"Tesla shares have significantly underperformed the major OEMs such as (Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a>) and (General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a>) so far this year, which we think reflects the fact that 2021 has largely been a transition year for the company as investors await the startup of those two new factories, which should drive more material revenue and earnings growth starting next year,\" CFRA analyst Garrett Nelson said.</p><p><blockquote>“特斯拉的股价表现明显落后于福特汽车公司等主要原始设备制造商。<a href=\"https://laohu8.com/S/F\">$(F)$</a>）和（通用汽车公司。<a href=\"https://laohu8.com/S/GM\">$(GM)$</a>）今年到目前为止，我们认为这反映了这样一个事实，即2021年在很大程度上是该公司的过渡年，因为投资者正在等待这两家新工厂的启动，这应该会从明年开始推动更多实质性收入和盈利增长，”CFRA分析师加勒特·纳尔逊说道。</blockquote></p><p> Gene Munster of Loup Ventures said Wall Street is likely to zero in Tesla's auto gross margins trends and the impact of component shortages.</p><p><blockquote>Loup Ventures的Gene Munster表示，华尔街很可能将特斯拉汽车毛利率趋势和零部件短缺的影响归零。</blockquote></p><p> \"Investors will likely give the company a pass on margins given the component environment is tight,\" he said.</p><p><blockquote>他表示：“鉴于零部件环境紧张，投资者可能会放弃该公司的利润率。”</blockquote></p><p> Here's what else to expect:</p><p><blockquote>以下是您还可以期待的：</blockquote></p><p> <b>Earnings: </b>The consensus estimate from 39 analysts polled by FactSet calls for Tesla to report adjusted earnings of 94 cents a share, which would compare with adjusted earnings of 44 cents a share in the year-ago period. GAAP earnings are seen at 55 cents a share.</p><p><blockquote><b>收益：</b>FactSet评级调查的39名分析师一致预测，特斯拉调整后每股收益为94美分，而去年同期调整后每股收益为44美分。GAAP收益预计为每股55美分。</blockquote></p><p> Estimize, a crowdsourcing platform that gathers estimates from Wall Street analysts, as well as buy-side analysts, fund managers, company executives, academics and others, is expecting an adjusted profit of $1.02 a share.</p><p><blockquote>Estimize是一个众包平台，收集华尔街分析师以及买方分析师、基金经理、公司高管、学者和其他人的估计，预计调整后每股利润为1.02美元。</blockquote></p><p> <b>Revenue: </b>The analysts surveyed by FactSet expect sales of $11.53 billion for Tesla, up from $5.18 billion a year ago. Estimize sees revenue of $11.64 billion for the company.</p><p><blockquote><b>收入：</b>FactSet调查的分析师预计特斯拉的销售额为115.3亿美元，高于一年前的51.8亿美元。Estimize预计该公司的收入为116.4亿美元。</blockquote></p><p> Stock movement: Tesla shares have underperformed the broader market, down around 8% versus gains of more than 14% for the S&P 500 index. In the past 12 months, however, the stock has nearly doubled, compared with an advance of around 33% for the S&P.</p><p><blockquote>股票走势：特斯拉股价表现逊于大盘，下跌约8%，而标普500指数则上涨超过14%。然而，在过去12个月里，该股几乎翻了一番，而标准普尔指数的涨幅约为33%。</blockquote></p><p> Tesla's stock performance this year also compares with gains of 34% and 57% for Ford and GM shares.</p><p><blockquote>特斯拉今年的股价表现也与福特和通用的股价分别上涨34%和57%相比。</blockquote></p><p> <b>What else to expect: </b>Tesla angered some customers recently when it announced a change in the way it goes about some of its autonomous-driving products, calling for subscription plans rather than upfront fees for its Full Self Driving package, which is currently being tested. The subscription prices were higher than expected, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Adam Jonas said.</p><p><blockquote><b>还有什么可期待的：</b>特斯拉最近宣布改变其部分自动驾驶产品的运营方式，呼吁为其目前正在测试的全自动驾驶套件提供订阅计划而不是预付费用，这激怒了一些客户。认购价格高于预期，<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师Adam Jonas表示。</blockquote></p><p> FSD subscription \"will be a focus, and getting a sense on how to think about the uptake. Its an important part of increasing Tesla's margins long term,\" said Munster. The way that Tesla markets FSD \"has come under fire, and will likely be a topic.\"</p><p><blockquote>FSD订阅“将成为一个焦点，并了解如何考虑采用。从长远来看，这是提高特斯拉利润率的重要组成部分，”蒙斯特说。特斯拉营销FSD的方式“受到了批评，并且可能会成为一个话题”。</blockquote></p><p> Tesla has weathered the chips and parts shortages well, getting praise for it has handled the shortages so far.</p><p><blockquote>特斯拉很好地度过了芯片和零部件短缺的难关，并因迄今为止处理短缺问题而受到赞扬。</blockquote></p><p> Tesla earlier this month reported second-quarter sales and production numbers that heartened investors. Tesla has shied away from specific sales and production guidance, but investors will be keen on parsing out any indication that sales remain healthy.</p><p><blockquote>特斯拉本月早些时候公布的第二季度销售和生产数据令投资者欢欣鼓舞。特斯拉回避了具体的销售和生产指导，但投资者将热衷于分析任何销售保持健康的迹象。</blockquote></p><p> Hand in hand with that is Tesla's business in China, where demand concerns have mounted amid a recent recall, consumer criticism, and a growing number of domestic EVs as competition with Teslas.</p><p><blockquote>与此齐头并进的是特斯拉在中国的业务，由于最近的召回、消费者的批评以及与特斯拉竞争的国产电动汽车数量不断增加，中国的需求担忧加剧。</blockquote></p><p> Analysts at Goldman Sachs recently zeroed in on downloads of the Tesla app in China as an indicator of demand.</p><p><blockquote>高盛分析师最近将特斯拉应用程序在中国的下载量作为需求指标。</blockquote></p><p> That data suggests \"overall demand remains solid in China and is up meaningfully (year-on-year,)\" the analysts, led by Mark Delaney, said in the recent note.</p><p><blockquote>以马克·德莱尼(Mark Delaney)为首的分析师在最近的报告中表示，该数据表明“中国的总体需求依然强劲，并且（同比）大幅增长”。</blockquote></p><p> Tesla has used its Shanghai factory for exports, not just to supply the Chinese domestic market, which could help explain an 11% quarter-on-quarter drop in second-quarter sales in China, the Goldman Sachs analysts said.</p><p><blockquote>高盛分析师表示，特斯拉将其上海工厂用于出口，而不仅仅是供应中国国内市场，这可能有助于解释第二季度中国销售额环比下降11%的原因。</blockquote></p><p></p><p> \"Tesla sold essentially every car it made in (the first half of 2021) globally ... illustrating in our opinion that the company is supply not demand constrained.\"</p><p><blockquote>“特斯拉（2021年上半年）生产的几乎每辆汽车都销往全球……我们认为，这说明该公司受到供应而不是需求的限制。”</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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 earnings preview: Semi truck, Cybertruck pickup and chip shortage in focus<blockquote>特斯拉财报预览：半挂卡车、Cybertruck皮卡和芯片短缺成为焦点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-26 14:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla Inc.'s quarterly results will be a golden opportunity for Wall Street to get the lowdown on the Silicon Valley electric-car maker's future vehicles, factories under construction, and lingering effects from chip and parts shortages and rising commodity prices.</p><p><blockquote>特斯拉公司的季度业绩将是华尔街了解这家硅谷电动汽车制造商未来汽车、在建工厂以及芯片和零部件短缺以及大宗商品价格上涨的挥之不去影响的黄金机会。</blockquote></p><p> Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> is scheduled to report second-quarter results after the bell on Monday. The EV maker plans to host a conference call at 5:30 p.m. Eastern that day to discuss results with investors and others.</p><p><blockquote>特斯拉<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>定于周一盘后公布第二季度业绩。这家电动汽车制造商计划在下午5:30举办电话会议。东方当天与投资者和其他人讨论结果。</blockquote></p><p> Notably absent will be Jerome Guillen, the long-time Tesla executive who left in early June. Guillen, who spent more than a decade at the company, led Tesla's efforts to get the Tesla Semi, the company's commercial electric truck, off the factory floor.</p><p><blockquote>值得注意的是，Jerome Guillen将缺席，他是特斯拉的长期高管，于6月初离职。吉伦在该公司工作了十多年，领导特斯拉努力将该公司的商用电动卡车特斯拉Semi从工厂车间推出。</blockquote></p><p> Tesla said in April that sales of the Tesla Semi were on track to begin this year, and investors will want to know if that's still on the table given Guillen's departure, which merited an after-the-fact, two-sentence notice.</p><p><blockquote>特斯拉四月份表示，特斯拉Semi的销售有望于今年开始，鉴于吉伦的离开，投资者想知道这是否仍在讨论中，这值得事后发出两句话的通知。</blockquote></p><p> The company plans to build the Semi and the Cybertruck pickup at its newest plant being built in the Austin, Texas, area. Investors will wait for updates on these timelines as well as building progress for Texas plant and the <a href=\"https://laohu8.com/S/AONE.U\">one</a> being built in Germany.</p><p><blockquote>该公司计划在德克萨斯州奥斯汀地区的最新工厂生产Semi和Cybertruck皮卡。投资者将等待这些时间表的更新以及德克萨斯州工厂和<a href=\"https://laohu8.com/S/AONE.U\">一</a>正在德国建造。</blockquote></p><p> \"Tesla shares have significantly underperformed the major OEMs such as (Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a>) and (General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a>) so far this year, which we think reflects the fact that 2021 has largely been a transition year for the company as investors await the startup of those two new factories, which should drive more material revenue and earnings growth starting next year,\" CFRA analyst Garrett Nelson said.</p><p><blockquote>“特斯拉的股价表现明显落后于福特汽车公司等主要原始设备制造商。<a href=\"https://laohu8.com/S/F\">$(F)$</a>）和（通用汽车公司。<a href=\"https://laohu8.com/S/GM\">$(GM)$</a>）今年到目前为止，我们认为这反映了这样一个事实，即2021年在很大程度上是该公司的过渡年，因为投资者正在等待这两家新工厂的启动，这应该会从明年开始推动更多实质性收入和盈利增长，”CFRA分析师加勒特·纳尔逊说道。</blockquote></p><p> Gene Munster of Loup Ventures said Wall Street is likely to zero in Tesla's auto gross margins trends and the impact of component shortages.</p><p><blockquote>Loup Ventures的Gene Munster表示，华尔街很可能将特斯拉汽车毛利率趋势和零部件短缺的影响归零。</blockquote></p><p> \"Investors will likely give the company a pass on margins given the component environment is tight,\" he said.</p><p><blockquote>他表示：“鉴于零部件环境紧张，投资者可能会放弃该公司的利润率。”</blockquote></p><p> Here's what else to expect:</p><p><blockquote>以下是您还可以期待的：</blockquote></p><p> <b>Earnings: </b>The consensus estimate from 39 analysts polled by FactSet calls for Tesla to report adjusted earnings of 94 cents a share, which would compare with adjusted earnings of 44 cents a share in the year-ago period. GAAP earnings are seen at 55 cents a share.</p><p><blockquote><b>收益：</b>FactSet评级调查的39名分析师一致预测，特斯拉调整后每股收益为94美分，而去年同期调整后每股收益为44美分。GAAP收益预计为每股55美分。</blockquote></p><p> Estimize, a crowdsourcing platform that gathers estimates from Wall Street analysts, as well as buy-side analysts, fund managers, company executives, academics and others, is expecting an adjusted profit of $1.02 a share.</p><p><blockquote>Estimize是一个众包平台，收集华尔街分析师以及买方分析师、基金经理、公司高管、学者和其他人的估计，预计调整后每股利润为1.02美元。</blockquote></p><p> <b>Revenue: </b>The analysts surveyed by FactSet expect sales of $11.53 billion for Tesla, up from $5.18 billion a year ago. Estimize sees revenue of $11.64 billion for the company.</p><p><blockquote><b>收入：</b>FactSet调查的分析师预计特斯拉的销售额为115.3亿美元，高于一年前的51.8亿美元。Estimize预计该公司的收入为116.4亿美元。</blockquote></p><p> Stock movement: Tesla shares have underperformed the broader market, down around 8% versus gains of more than 14% for the S&P 500 index. In the past 12 months, however, the stock has nearly doubled, compared with an advance of around 33% for the S&P.</p><p><blockquote>股票走势：特斯拉股价表现逊于大盘，下跌约8%，而标普500指数则上涨超过14%。然而，在过去12个月里，该股几乎翻了一番，而标准普尔指数的涨幅约为33%。</blockquote></p><p> Tesla's stock performance this year also compares with gains of 34% and 57% for Ford and GM shares.</p><p><blockquote>特斯拉今年的股价表现也与福特和通用的股价分别上涨34%和57%相比。</blockquote></p><p> <b>What else to expect: </b>Tesla angered some customers recently when it announced a change in the way it goes about some of its autonomous-driving products, calling for subscription plans rather than upfront fees for its Full Self Driving package, which is currently being tested. The subscription prices were higher than expected, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Adam Jonas said.</p><p><blockquote><b>还有什么可期待的：</b>特斯拉最近宣布改变其部分自动驾驶产品的运营方式，呼吁为其目前正在测试的全自动驾驶套件提供订阅计划而不是预付费用，这激怒了一些客户。认购价格高于预期，<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师Adam Jonas表示。</blockquote></p><p> FSD subscription \"will be a focus, and getting a sense on how to think about the uptake. Its an important part of increasing Tesla's margins long term,\" said Munster. The way that Tesla markets FSD \"has come under fire, and will likely be a topic.\"</p><p><blockquote>FSD订阅“将成为一个焦点，并了解如何考虑采用。从长远来看，这是提高特斯拉利润率的重要组成部分，”蒙斯特说。特斯拉营销FSD的方式“受到了批评，并且可能会成为一个话题”。</blockquote></p><p> Tesla has weathered the chips and parts shortages well, getting praise for it has handled the shortages so far.</p><p><blockquote>特斯拉很好地度过了芯片和零部件短缺的难关，并因迄今为止处理短缺问题而受到赞扬。</blockquote></p><p> Tesla earlier this month reported second-quarter sales and production numbers that heartened investors. Tesla has shied away from specific sales and production guidance, but investors will be keen on parsing out any indication that sales remain healthy.</p><p><blockquote>特斯拉本月早些时候公布的第二季度销售和生产数据令投资者欢欣鼓舞。特斯拉回避了具体的销售和生产指导，但投资者将热衷于分析任何销售保持健康的迹象。</blockquote></p><p> Hand in hand with that is Tesla's business in China, where demand concerns have mounted amid a recent recall, consumer criticism, and a growing number of domestic EVs as competition with Teslas.</p><p><blockquote>与此齐头并进的是特斯拉在中国的业务，由于最近的召回、消费者的批评以及与特斯拉竞争的国产电动汽车数量不断增加，中国的需求担忧加剧。</blockquote></p><p> Analysts at Goldman Sachs recently zeroed in on downloads of the Tesla app in China as an indicator of demand.</p><p><blockquote>高盛分析师最近将特斯拉应用程序在中国的下载量作为需求指标。</blockquote></p><p> That data suggests \"overall demand remains solid in China and is up meaningfully (year-on-year,)\" the analysts, led by Mark Delaney, said in the recent note.</p><p><blockquote>以马克·德莱尼(Mark Delaney)为首的分析师在最近的报告中表示，该数据表明“中国的总体需求依然强劲，并且（同比）大幅增长”。</blockquote></p><p> Tesla has used its Shanghai factory for exports, not just to supply the Chinese domestic market, which could help explain an 11% quarter-on-quarter drop in second-quarter sales in China, the Goldman Sachs analysts said.</p><p><blockquote>高盛分析师表示，特斯拉将其上海工厂用于出口，而不仅仅是供应中国国内市场，这可能有助于解释第二季度中国销售额环比下降11%的原因。</blockquote></p><p></p><p> \"Tesla sold essentially every car it made in (the first half of 2021) globally ... illustrating in our opinion that the company is supply not demand constrained.\"</p><p><blockquote>“特斯拉（2021年上半年）生产的几乎每辆汽车都销往全球……我们认为，这说明该公司受到供应而不是需求的限制。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/teslas-earnings-preview-semi-truck-cybertruck-pickup-and-chip-shortage-in-focus-11626802502?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/teslas-earnings-preview-semi-truck-cybertruck-pickup-and-chip-shortage-in-focus-11626802502?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153936485","content_text":"Tesla Inc.'s quarterly results will be a golden opportunity for Wall Street to get the lowdown on the Silicon Valley electric-car maker's future vehicles, factories under construction, and lingering effects from chip and parts shortages and rising commodity prices.\nTesla $(TSLA)$ is scheduled to report second-quarter results after the bell on Monday. The EV maker plans to host a conference call at 5:30 p.m. Eastern that day to discuss results with investors and others.\nNotably absent will be Jerome Guillen, the long-time Tesla executive who left in early June. Guillen, who spent more than a decade at the company, led Tesla's efforts to get the Tesla Semi, the company's commercial electric truck, off the factory floor.\nTesla said in April that sales of the Tesla Semi were on track to begin this year, and investors will want to know if that's still on the table given Guillen's departure, which merited an after-the-fact, two-sentence notice.\nThe company plans to build the Semi and the Cybertruck pickup at its newest plant being built in the Austin, Texas, area. Investors will wait for updates on these timelines as well as building progress for Texas plant and the one being built in Germany.\n\"Tesla shares have significantly underperformed the major OEMs such as (Ford Motor Co. $(F)$) and (General Motors Co. $(GM)$) so far this year, which we think reflects the fact that 2021 has largely been a transition year for the company as investors await the startup of those two new factories, which should drive more material revenue and earnings growth starting next year,\" CFRA analyst Garrett Nelson said.\nGene Munster of Loup Ventures said Wall Street is likely to zero in Tesla's auto gross margins trends and the impact of component shortages.\n\"Investors will likely give the company a pass on margins given the component environment is tight,\" he said.\nHere's what else to expect:\nEarnings: The consensus estimate from 39 analysts polled by FactSet calls for Tesla to report adjusted earnings of 94 cents a share, which would compare with adjusted earnings of 44 cents a share in the year-ago period. GAAP earnings are seen at 55 cents a share.\nEstimize, a crowdsourcing platform that gathers estimates from Wall Street analysts, as well as buy-side analysts, fund managers, company executives, academics and others, is expecting an adjusted profit of $1.02 a share.\nRevenue: The analysts surveyed by FactSet expect sales of $11.53 billion for Tesla, up from $5.18 billion a year ago. Estimize sees revenue of $11.64 billion for the company.\nStock movement: Tesla shares have underperformed the broader market, down around 8% versus gains of more than 14% for the S&P 500 index. In the past 12 months, however, the stock has nearly doubled, compared with an advance of around 33% for the S&P.\nTesla's stock performance this year also compares with gains of 34% and 57% for Ford and GM shares.\nWhat else to expect: Tesla angered some customers recently when it announced a change in the way it goes about some of its autonomous-driving products, calling for subscription plans rather than upfront fees for its Full Self Driving package, which is currently being tested. The subscription prices were higher than expected, Morgan Stanley analyst Adam Jonas said.\nFSD subscription \"will be a focus, and getting a sense on how to think about the uptake. Its an important part of increasing Tesla's margins long term,\" said Munster. The way that Tesla markets FSD \"has come under fire, and will likely be a topic.\"\nTesla has weathered the chips and parts shortages well, getting praise for it has handled the shortages so far.\nTesla earlier this month reported second-quarter sales and production numbers that heartened investors. Tesla has shied away from specific sales and production guidance, but investors will be keen on parsing out any indication that sales remain healthy.\nHand in hand with that is Tesla's business in China, where demand concerns have mounted amid a recent recall, consumer criticism, and a growing number of domestic EVs as competition with Teslas.\nAnalysts at Goldman Sachs recently zeroed in on downloads of the Tesla app in China as an indicator of demand.\nThat data suggests \"overall demand remains solid in China and is up meaningfully (year-on-year,)\" the analysts, led by Mark Delaney, said in the recent note.\nTesla has used its Shanghai factory for exports, not just to supply the Chinese domestic market, which could help explain an 11% quarter-on-quarter drop in second-quarter sales in China, the Goldman Sachs analysts said.\n\"Tesla sold essentially every car it made in (the first half of 2021) globally ... illustrating in our opinion that the company is supply not demand constrained.\"","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":451,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/800825566"}
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