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Why Tesla needs a different kind of CEO
Business Insider· 2025-04-30 19:37
Good morning. Ever considered a career in finance? The pay and perks tend to be great, but breaking into the industry can be notoriously difficult. Use this interactive guide to explore the various roads you might take to a career in banking, trading, and corporate buyouts. In today's big story, Elon Musk appears to be bored with the day-to-day at Tesla. It might be time for a Tim Cook-style CEO.What's on deck Markets: Why Deutsche Bank thinks another correction could happen.Tech: Google has a message for ...
Elon Musk Reveals Critical Insights for Tesla Stock Investors
The Motley Fool· 2025-04-30 19:30
Tesla's (TSLA 2.06%) CEO elaborated on the factors influencing its business results in the most recently completed quarter.*Stock prices used were the afternoon prices of April 25, 2025. The video was published on April 27, 2025. ...
If Tesla Loses This 1 Quality, the Stock Could Crumble
The Motley Fool· 2025-04-30 17:30
There's no question that Tesla (TSLA 2.06%) has had an eventful 2025 so far.As Chief Executive Officer Elon Musk opened with on the April 22 earnings call, "Well, it's never a dull moment." Tesla, no stranger to controversy in ordinary times, has become a lightning rod this year largely due to Musk's work with the Department of Government Efficiency (DOGE), an ad hoc organization that President Donald Trump has tasked with cutting federal government spending and payrolls.As a result, the company and the sto ...
Elon Musk needs a 'Tim Cook' to run Tesla
Business Insider· 2025-04-30 17:02
This "open letter" might be fake. It could be real. I don't know, but it reminded me of a column I've been wanting to write. The letter is purportedly from disgruntled Tesla employees who want Elon Musk to stop being CEO so the company can go back to selling lots of electric vehicles. His DOGE bender has damaged Tesla's brand so much that he should step back, according to this alleged letter.Even if this is a made-up missive, it raises an interest question: Why would the CEO of the world's most valuable ca ...
Tesla Has Big Plans to Reaccelerate Sales. But Is a Turnaround Already Priced In?
The Motley Fool· 2025-04-30 16:33
文章核心观点 2025年特斯拉开局不利,股价下跌、汽车业务受损,但一季度财报发布后股价呈上升趋势,公司有重大项目或成销售和股价催化剂,不过当前估值高,投资需谨慎 [2][3][8] 分组1:2025年开局情况 - 2025年初至今特斯拉股价下跌约30%,较52周高点下跌超40% [2] - 受经济不确定性和高利率影响,公司汽车业务受损,一季度汽车收入同比下降20%,差于2024年第四季度8%的降幅 [2] - 管理层未提供今年车辆交付指引,选择等二季度财报后再看业务情况 [2] 分组2:一季度财报后股价表现 - 尽管一季度财报不佳,每股收益同比下降71%,但财报发布后股价呈上升趋势 [3] - 股价回升可能是因为CEO马斯克让投资者相信即将推出的产品能扭转公司命运,且下月会更多关注公司 [3] 分组3:增长举措 - 公司预计6月在奥斯汀销售完全自动驾驶乘车服务,这是推出更广泛自动驾驶拼车网络的关键一步,长期用户可参与服务收益共享 [5] - 公司计划今年推出更实惠车型,生产计划在2025年上半年按计划进行,且投资具有资本效率 [6] - 新车型将利用下一代平台和现有平台的部分元素,在现有生产线生产,可使产量在2024年基础上高效增长超60% [7] 分组4:投资风险 - 目前特斯拉股票市盈率约160倍,若未来一两年无法实现两位数利润增长,股价可能大幅下跌 [8] - 公司需在未来数十年实现两位数盈利增长才能匹配当前估值,投资者在股价上涨后买入需谨慎,其转机可能已反映在股价中 [8][9]
Is 2025 a "Throwaway Year" for Tesla?
The Motley Fool· 2025-04-30 16:23
A lot of investor attention has been directed toward Tesla (TSLA 2.06%) and the company's recent disappointing first-quarter results. Even before the company reported those results, longtime Tesla bull Gene Munster of Deepwater Asset Management said that "2025 is a throwaway year" for the EV maker. Here's why that assessment is likely correct and if Tesla is taking the right steps to get back on track for 2026. Why 2025 is likely a throwaway yearWe're just four months into the year, so it seems a little ear ...
Readers Correctly Predicted Tesla Earnings – Here's Their View On Apple Stock
Benzinga· 2025-04-30 04:37
文章核心观点 本周苹果公司将公布财报,分析师给出预期,Benzinga读者进行预测,投资者和分析师关注多方面情况 [1][3][4] 分析师预期 - 预计苹果周四盘后公布的第二季度每股收益为1.62美元,去年同期为1.53美元 [1] - 预计苹果第二季度营收为943亿美元,高于去年同期的907.5亿美元 [2] 历史表现 - 苹果已连续八个季度、过去10个季度中的9个季度每股收益超分析师预期 [2] - 苹果已连续八个季度、过去10个季度中的9个季度营收超分析师预期 [2] Benzinga读者预测 - 对于苹果周四财报,30%预测超预期,27%预测结果喜忧参半,26%预测不及预期,15%表示不确定 [3][7] - 此前对特斯拉季度财报预测中,68%预测不及预期,19%预测超预期,11%预测符合预期 [5][8] 关注重点 - 分析师和投资者关注苹果季度营收和利润情况、iPhone销售表现、中国市场情况 [4] - 投资者和分析师还关注关税、宏观经济环境、供应链、未来产品发布等方面的评论 [4]
Tesla Is Still A Strong Sell After Earnings
Seeking Alpha· 2025-04-30 03:03
A few weeks ago, I wrote an analysis on Tesla, Inc. ( TSLA ), highlighting the downfall of its brand image in Europe and why this could be seen as a proxy for Tesla sales inMy main area of interest is algorithmic trading and trading strategies. However, I am also very interested in macroeconomic topics, especially since I lived and studied in Shanghai for half a year. That is why I plan to write about those topics with a focus on China. I am one semester away from finishing my bachelor's degree in Economics ...
Tesla adds over a thousand workers to jumpstart Semi truck production
Business Insider· 2025-04-30 02:22
文章核心观点 公司大幅加快Semi卡车生产计划,在内华达州招聘超千名新工厂工人以履行多年来的生产承诺 [1] 招聘情况 - 过去几个月公司将新工人带入Giga Sparks工厂培训和参观,此前负责该卡车的工厂工人不足百名 [2] - 公司官网列出超80个Semi开发制造岗位 [3] 生产计划 - 2017年马斯克首次推出Tesla Semi,预计2019年量产,2022年12月向百事交付首辆Semi,马斯克称2024年产量达5万辆 [4] - 2023年公司宣布在内华达州建Semi专用工厂,4月22日财报电话会议称年底开始生产,2026年大规模量产 [5] - 周一公司发布视频称已完成工厂建设并开始设置生产线 [3] 产品优势 - Semi续航达500英里,近市场和研发中其他电动半挂卡车两倍,马斯克称未来可自动驾驶 [6] - 在特斯拉Megacharger上约30分钟可充至70%电量 [6]
Tesla: Don't Keep Letting The Market Take You For A Ride
Seeking Alpha· 2025-04-30 02:00
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...