Tesla Stock

Toyota is the more profitable company per share price and sells with a price/earnings ratio of less than 11%
Tesla is very far behind with a price/earnings ratio of 70%

Since Tesla's stock peak in Nov 2021 its stock price is down close to 40%
Since Toyota stock in Nov 2021 its stock price is unchanged and only down 12% from its peak in Jan 2022

For the last 2.5 years Tesla stock price has gone nowhere
For the last 2.5 years Toyota stock price is up over 20%

The key here is the trend.
In the last year Toyota is up 20% and Tesla is down 17%

Place your bets, sometimes trends like this mean something more so in the VERY competitive retail market.
 
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alarmguy said:
Toyota is the more profitable company per share price and sells with a price/earnings ratio of less than 11%
Tesla is very far behind with a price/earnings ratio of 70%

Since Tesla's stock peak in Nov 2021 its stock price is down close to 40%
Since Toyota stock in Nov 2021 its stock price is unchanged and only down 12% from its peak in Jan 2022

For the last 2.5 years Tesla stock price has gone nowhere
For the last 2.5 years Toyota stock price is up over 20%

The key here is the trend.
In the last year Toyota is up 20% and Tesla is down 17%

Place your bets, sometimes trends like this mean something more so in the VERY competitive retail market.
Click to expand...
The converse is, what is wrong with Toyota?

TSLA is up 130% YTD, TM is up 28%.
Bottom line is, TSLA is a volatile investment.

The 2.5 year period highlights Toyota's poorly semiconductor chip shortage management and Tesla's continued growth, opening factories and taking over as the #1 selling vehicle in the world.

Picking points in time is fine for making one's point, but it works both ways.
Trends are very time period dependent and can change on a dime.

Should you invest in TSLA? Well, if you have a fund tied to the S&P, you already do, and TSLA is a major driver of fund results.
 
Well, it looks like my investor's AI told him to sell my TSLA stock. Among others, he picked up a bunch of Eli Lily for me. So I can no longer say that own Tesla stock. Perhaps I do, through one of my annuities. But I can't see that.
 
Dojo for the win.

Dojo can open up new addressable markets that "extend well beyond selling vehicles at a fixed price," Morgan Stanley analysts led by Adam Jonas wrote in a note on Sunday.

Morgan Stanley raised its 12-18 month target on Tesla's shares by 60% to $400 - the highest among Wall Street brokerages, as per LSEG data - which, it estimated, would give the EV maker a market capitalization of about $1.39 trillion.

Other car companies are working hard to produce new EVs, but hardly selling any in comparison to #1.
That's the auto business. Tesla's strength is in their tech business; that's where the real $$ is.

While the world's leading tech giants such as NVIDIA, Intel, IBM, and others have been at the forefront of AI and supercomputer hardware, Tesla has 4.5M cars transmitting real world data back to their databases.

Existing Supercomputers have been vital in scientific research and experimentation as well as big data analytics; they are designed for broad based use. Dojo is optimized for a singular purpose, a real-world data-driven AI computer vision. The objective is a new era of supercomputing, explicitly designed for real-world data processing.
 
Tesla is a high risk high reward (hopefully) company. You are going to get different answers from different people depending on who you ask. You cannot use a typical car company's model to analyze Tesla as they seems to be more of a tech startup for battery and charging then happens to also build EVs, vs a legacy car company who happens to build EV as well. There is no way in heck Tesla would have worth that much if it is just a car company and if the other aspect of Tesla failed (i.e. power wall, solar, emission credit, unable to borrow more money from investors or lenders to keep growing), then it can crash way faster and beyond a "traditional" company.

I wish them well, but I don't know if I should trust a company who earn a majority of its money from crypto while selling cars. Maybe they will do well but it may also bite them in the butt when lease expected.
 
JeffKeryk said:
TSLA is up over 150% YTD. $108 to $272. Volatile as heck.
Click to expand...
Volatile may be an understatement.

Last year 2022 Tesla was down YTD $250 a share from $352 to $108

So even though it’s up 150% in 2023 it needs to go up another 50% just to match last years high of $352 in 2022.

All said the stock has to go up over 300% YTD in 2023 to match and get back to the YTD high of $352 in 2022

Also to note the stock has never revisited nor surpassed its high of $371 in Oct 2021
 
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BHopkins said:
Well, it looks like my investor's AI told him to sell my TSLA stock. Among others, he picked up a bunch of Eli Lily for me. So I can no longer say that own Tesla stock. Perhaps I do, through one of my annuities. But I can't see that.
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ArrestMeRedZ said:
Looks like that AI got you out just in time to miss the 10% bump in price today.
Click to expand...
Comments on daily fluid stock prices are meaningless unless you are a short term trader/ day trader.
Tesla is a speculative stock, down substantially from its high two years ago.
In fact if you bought at that high two years ago you would have lost over half of your investment.
It’s never even came close to that high again.
Fact, it was selling it nearly 100 times its earnings while General Motors sells at six.
Tesla is down roughly 45% since then and the stock still sells at 70 times earnings in a field that automakers stocks sell at 5 to 15 times earnings.

I’m only posting this because you made a comment that it’s too bad he sold Tesla as the stock just jumped 10%. Well as of close on Friday the stock is down over 10% from the day you made that comment.
I’m honestly not sure what is more stable, cryptocurrency bitcoin, or Tesla🙃

By the way, Wall Street consensus is expecting third quarter 2023 earnings to be down approximately 30% compared to the third quarter of 2022
 
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alarmguy said:
Comments on daily fluid stock prices are meaningless unless you are a short term trader/ day trader.
Tesla is a speculative stock, down substantially from its high two years ago.
In fact if you bought at that high two years ago you would have lost over half of your investment.
It’s never even came close to that high again.
Fact, it was selling it nearly 100 times its earnings while General Motors sells at six.
Tesla is down roughly 45% since then and the stock still sells at 70 times earnings in a field that automakers stocks sell at 5 to 15 times earnings.

I’m only posting this because you made a comment that it’s too bad he sold Tesla as the stock just jumped 10%. Well as of close on Friday the stock is down over 10% from the day you made that comment.
I’m honestly not sure what is more stable, cryptocurrency bitcoin, or Tesla🙃

By the way, Wall Street consensus is expecting third quarter 2023 earnings to be down approximately 30% compared to the third quarter of 2022
Click to expand...
If you look at my previous posts in this thread, you'll see we aren't in conflict. The wild swings though makes it easier to "buy low and sell high". And yep, that's trading, not investing.
 
ArrestMeRedZ said:
If you look at my previous posts in this thread, you'll see we aren't in conflict. The wild swings though makes it easier to "buy low and sell high". And yep, that's trading, not investing.
Click to expand...
Yeah, thanks for the reply, I missed that in your posts. Not that I am right, I think it is a dangerous stock for some investors, because they bought at multiples many times the industry and some at the highs of 2021. Im just rambling ... thanks for setting the record straight.
I could even be a buyer as a short term trade but most likely never because I dont believe in the company. Retail scares me at high multiples.
 
Going to be an interesting next 10 business days for TSLA.
Being its stock price has never come remotely close to its highs of years ago and would have to go up over 50% just to match it.
I cant help wonder if, someday it will be priced at the same P/E multiples as its peers. Time will tell.
As a trade, I would be tempted if it got back to its low 100s... but even then. Who knows? Maybe it's cheap right now for a speculator who can afford to lose his/her money in a retail stock.

We will/may have a delivery miss Oct 2nd but maybe that's priced in?
Some used to tout Cathie Woods investment in TESLA, well that's out the windos as she had been selling off shares for some time now investing in an AI company. Ahh... the China syndrome is the danger point (my feelings) if Tesla cant compete against the onslaught of other companies there, what will happen here when that starts.

With all that said, it's a big world out there. Who knows... problem is, the stock, in the retail business with P/E multiples of TEN times its competition one never knows where the bottom will be.
 
Third-quarter deliveries significantly below expectations.
Too bad they don’t tell you how many deliveries were in the United States. All they report is for the entire entire world.
Their competition in China significantly surpassed Tesla in the third quarter
 
alarmguy said:
Third-quarter deliveries significantly below expectations.
Too bad they don’t tell you how many deliveries were in the United States. All they report is for the entire entire world.
Click to expand...
Significantly below? Dunno about that. Tesla is changing over to the Model 3 and Model Y refresh. That's why the stock is flat today instead of down. The delivery number was already baked in. Also hard to match the stellar Q2. The China deliveries were down and then recovered somewhat.
They will have to ramp to hit 1.8M deliveries for the year.

My shares are still up nearly 100%; I am in for the long run. I think TSLA is outperforming the market today, right?
 
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Kinda wonder if the Model S or X gets discontinued before long (they don’t even break out numbers between S & X 🤷🏼‍♂️). This was the lowest Quarter for production in a couple years, and after a massive price cut.
 
The Q3 numbers were no surprise to anyone with half a brain. Which doesn't include a lot of so called financial experts. Tesla's numbers were still impressive and the numbers "not meeting expectations" by some analysts just means they don't understand that the production totals were a result of planned shutdowns for maintenance and improvements, Those tasks will result in greatily improved numbers in Q4 and Q1 2024.

Yes, lowered production quantities and price cuts will result in lower revenue for Q3, Big Friendly Dog. Tesla can afford it.
Short term, the TSLA stock value will be slightly affected, That only means something to short term traders.

Ford and GM are struggling to sell 100,000 EV's each this year and will make little profit. Tesla will sell more than 1.8 million and at more than 10% margin. Just wait until 2024 when they are fully ramped up with the new production improvements for the Models 3 and Y and 2025 when the so called "Model 2" economy model is shipping to customers.
 
DwightFrye said:
Ford and GM are struggling to sell 100,000 EV's each this year and will make little profit. Tesla will sell more than 1.8 million and at more than 10% margin. Just wait until 2024 when they are fully ramped up with the new production improvements for the Models 3 and Y and 2025 when the so called "Model 2" economy model is shipping to customers.
Click to expand...
Time will tell, Musk backed off the statements of 2 million cars this year. Forget GM and Ford, at one time Tesla didnt make many EVs but what GM does make buries Tesla.
BYD is closing in fast on Tesla and has surpassed Ford in world wide vehicle sales.
I know your thoughts are battery operated cars are the future but it doesnt discount the fact that they all make cars and GM buries Tesla in all vehicle sales. BYD will soon overtake Tesla.
I tend to pay more attention to what Americans drive is another point. Tesla profits come out of China, Tesla doesnt report what it does in the USA.

My thinking goes like this, off the top of my head Honda makes 8 million motorcycles a year but Harley buries them in the USA with a few hundred thousand, because the Honda motorcycles are mopeds. *LOL*

Time will tell, I dont think battery operated cars are the future of all things in vehicles, if they are, they will be common as the disposal cigarette lighter has. One thing for sure, Tesla is a standard pushed out car much like the VW Beetle was, nothing wrong with that and success but you keep predicting Tesla is going to rule the automotive world and honestly I dont see the public going for generic cars and they MUST change up their offerings.

So all these assumptions on GM struggling is your prediction that EVs will overtake ICE in the near term. Maybe Telsa should come out with one?

https://electrek.co/2023/10/02/byds-ev-sales-inch-closer-tesla-nio-hits-record-q3/

Fact is Tesla stock has gone no where in years now and down over 50% from its high, to ignore the competition coming its way is silly.
 
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