Hello monkeys, I read this article
Tesla's stock price just jumped 5.8 percent and its market capitalization surpassed Ford's, surging to about $48.2 billion ($3.1 billion more). This stock price jump can be attributed to its record Q1 deliveries and production, beating analysts' estimates with the production of 13,450 Model S and 11,550 Model X.
What's funny is this:
While Ford delivered about nine times as many vehicles in just the U.S. last month, its sales missed projections and the shares fell.Ford, which reported net income over the last five years totaling $26 billion, towers over Tesla on most metrics. Tesla lost $2.3 billion during the same five-year span. Revenue was $151.8 billion last year for Ford, compared with Tesla’s $7 billion.
Tesla sold about 40,697 vehicles in the U.S. last year, according to registration data compiled by IHS Markit. Ford delivers that many F-Series trucks about every three weeks.
Even though Ford is nearly "better" in all indicators than Tesla, but Tesla is able to surpass its market capitalization.
So the question begs: Is Ford undervalued, or is Tesla overvalued?
And before you jump to conclusions about Tesla being overvalued, here's a tweet by Elon Musk to make you think twice:
Stormy weather in Shortville ...
— Elon Musk (@elonmusk) April 3, 2017
Some experts say that Tesla's always been valued like a tech stock (think $SNAP) and they put their faith in Elon Musk. But of course, there's always the fear that this can come all crashing down, especially later on, if the Model 3, a sedan that will retail for about $35,000, compared with $68,000 for the least-expensive Tesla available now, will not deliver.
https://itunes.apple.com/se/podcast/most-of-teslas-value-lies-in-its-ex…
True, most of Tesla's value lies in its expectations. But I just fear when some scandal hits Tesla / Elon Musk, it might bring the stock crashing down!
I used to love Tesla, then I went to college and have experience in finance/business. Now I think Elon Musk is actually a criminal CEO. I think it's just the market being irrational for an extended period of time, it happens. Aside from all the bear metrics you want to use, or the solarcity stupidity, something about the company just doesn't feel right. I personally don't think it will end well in the long term.
How so, though? Elon Musk has always been regarded as a very, very smart person that is very environmentally oriented. (at least that's what popular media tells us) What has he done to make you think so?
I think he's a smart innovative engineer however he misleads investors, dilutes their shares, and bailed himself out with the solarcity deal. If you look back to negative tesla stories, he always tweets some crazy spacex news right before or right after as a distraction. I see him as a great engineer who wants to do great things, but a Donald Trump like CEO. If I was a shareholder in any of his companies; I'd want to see him in a quiet CTO like role.
Tesla is now worth more than GM, which is actually kind of incredible. It all depends on the rollout of their Model 3 now...
I dont know why people say "worth". You couldn't buy Ford for less than Tesla today. They simply have a larger market share. As an enterprise, Tesla is nowhere near the largest automaker.
Tesla has so much hype around their innovation. Ford and other manufacturers also have large electric and autonomous vehicle initiatives in the works. Outside of the tech, F and the other manufacturers produce the actual hardware of the vehicles far more effectively. Once they have the tech as well, F and others I believe will be better than Tesla.
I think Tesla is certainly overvalued. The only way they meet their valuation is if they continue to pivot into some holistic innovative energy company. But I think there are many hurdles before they achieve that.
Well with the current administration discussing rolling back stricter environmental regulations passed during the previous administration, perhaps buying electric cars will be less appealing? They keep postponing the release of the model 3 too.
As someone who knows a lot of Tesla fanboys, I will say this - people who are crazy enough to build their portfolios around a company like Tesla are going to get roasted in the next recession.
As Tesla Inc (NASDAQ:TSLA) races past General Motors Company (NYSE:GM) as the most valuable car company in the U.S., Tesla stock investors are over the moon. The company clocked a market capitalization of over $50.0 billion as TSLA stock ended at $312.39 on Monday. While the media, analysts, and investors are busy analyzing the rise of this cult stock, let us go through what is causing the rally and what comes next once the exuberance and momentum surrounding TSLA stock slows down.
8 Best Money Tips From Warren Buffett of All Time:
Goldman Says Tesla Shares Will Be Cut in Half (Originally Posted: 07/05/2017)
Early Wednesday, Goldman Sachs reiterated its sell rating for Tesla (TSLA). Tesla currently trades at $333.99, however GS has a six-month target at $180, lowered down from previous reports of $190. This represents a 49 percent decline from its current position.
The reasoning behind this bearish report? GS analyst David Tamberrino says:
Other firms such as Bernstein, Cowen and KeyBanc Capital all sent pessimistic reports on Tesla to their clients on Tuesday and Wednesday.
The softening of demand for the Model S and Model X have peaked, according to GS. Also Tesla has failed to deliver the number of second quarter vehicles expected by Wall Street. Tesla blamed their lackluster delivery numbers on faulty battery packs for their electric cars.
Tesla is preparing to deliver its Model 3 vehicles on July 28th. According to Business Insider, Tamberrino believes the company will miss its production targets for the sedan in the second half of the year. This comes despite Tesla planning to deliver the cars months ahead of previous GS estimates. However, Tamberrino remains cautious as Tesla has historically missed delivery and production dates.
After the GS report was released, shares of TSLA went down about 5.30% to a price of $333.99.
Thoughts? I've always thought it was slightly outrageous that Tesla has a higher market cap than Ford or GM, but maybe this signals a retreat back to Earth for Elon Musk and company? Where do you see Tesla trading at in six months?
I did a project on how dope TSLA is for a marketing class like 6 fucking years ago then bought KIOR for ten bucks.
The week is almost over, and more news that has hurt the stock price of Tesla has emerged. Volvo announced that they would start using exclusively electric motors by 2019. Since the time of writing this blog post, shares Tesla dipped from a $333.99 to its current levels of $311.83.
Not a good week for Tesla at all, and something tells me this is just the beginning.
Will Tesla's solar roof be a success? (Originally Posted: 03/21/2017)
Tom Werner, CEO of SunPower who also made their own version of a solar roof with shingles as opposed to the bigger panels, is not convinced. Werner is skeptical of Tesla's ability to charge at a low price.
In my opinion, it's Musk. And I wouldn't question Musk's ability to shit a brick made of gold.
What do you all think? Will it be sustainable to carry out at a low price point like Musk is promising? If this will really cost the same or less than a normal roof, that would be insane!
Link to article
He might be able to shit a brick made of gold but it doesn't mean it's going to come out fast. Didn't GS just hit their stock with a "sell" rating?
Tesla market cap passes Ford. What's next? (Originally Posted: 04/03/2017)
http://www.cnbc.com/2017/04/03/tesla-shares-surge-to-all-time-high-push…</a">Article here
The Model 3 is still waiting in the wings for the company. The experts are still saying the valuations is concerning, but I wanna hear what the monkeys have to say. Who's holding on still?
It will go to zero.
I had a short and I didn't like it.
Tesla’s Fully Autonomous Vehicles Too Risky? (Originally Posted: 10/25/2016)
Elon Musk recently announced that all vehicles going forward will be built with hardware that allows for a completely autonomous self-driving car. However, cars won’t initially ship with the needed software, but rather remotely receive updates over a period of time.
This isn’t the first time that Musk has promised things that leave the rest of us skeptical. There is obviously a lot of risk involved with this sort of thing considering the endless number of variables, but it would be insanely impressive if it works. Personally I don't see myself trusting an entirely self-driven car anytime soon, regardless of whatever regulatory approvals it gets.
Your guys thoughts on all this?
Tesla's bold and risky bet How it works
What could possibly go wrong? rolls eyes They act as if 40 cameras is secure enough to avoid contingencies and detect irrational human behavior no less of a 50mph moving 2,000 pound heap of energy.
LET'S GO ELON MUSK!!!!
35,000 deaths each year and hundreds of thousands of injuries indicates that humans can't "avoid contingencies and detect irrational human behavior." Do you honestly think that a computer-driven car would be less safe than your typical human driver?
Your timing is impeccable. I just published this:
http://www.wallstreetoasis.com/forums/the-unintended-consequences-of-se…
Haha hm you're right. I like your take on it very interesting
All he has to do is beat the current rate of crashes.
Shouldn't bee too hard based on the current intelligence of drivers...
Why do you not trust it? Computers can make better decisions in a fraction of the time a human can and with proper sensors will have no blind spots. I would trust a computer before a cabbie any day of the week
Autonomous driving can alleviate congestion and reduce collisions. This is the biggest disruption to the auto industry since the Model T and people will need to embrace it or get left behind.
I would go a step further and say that it's the biggest disruptor in human living since the dawn of the personal computer in the 1980's. People may not even own cars anymore. Maybe future housing will be built without garages or parking garages. People may choose to live 100 miles from work because they can own a gigantic house and have an easy, fast commute into the city. I mean, autonomous vehicles could fundamentally transform how humans live and work.
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