Tesla

Tesla shares traded down about 7% following Battery Day. That shouldn’t be a surprise, as the stock’s vertical move over the past year sets the stage for investors to expect immediate results. What they got instead was a 3-year plan.…

We expect two key takeaways from tomorrow’s Battery Day. First, the company will frame in how to it expects to ramp vehicle production from 500k per year to 15m per year in the next decade. Second, Battery Day should show…

Elon Musk has said September 22 will be “one of the most exciting days in Tesla history,” with the company expected to unveil developments around their battery technology, among other things. The updates from Battery Day will likely soften some…

Zeno was a 5th century B.C. Greek philosopher known for his riddles and paradoxes. One of his most famous paradoxes imagines a foot race between the speedy Achilles and a tortoise. The tortoise begins the race with a head start.…

Gene and Doug discuss Tesla shares hitting $2,000 and what it means for current and future investors. Loup TV is a series of short videos that dive deeper into the questions we get asked most. Disclaimer

Tesla’s profitable June quarter and likely addition to the S&P 500 will be the central takeaway from its most recent earnings report—and a long-awaited acknowledgment from the investment community that Tesla will survive. That said, we believe the most important…

Tesla reports June quarter results on Wednesday, July 22.  The most important take away from the earnings results will likely be the company turning a slight profit and achieving positive free cash flow. This would pave the way for Tesla…

We publish our annual predictions around New Year’s and, per tradition, do a mid-year check-in in July. Here’s how our predictions for 2020 are tracking: 1. Apple will be the best performing FAANG stock in 2020 (by Gene Munster) Mid-year…

June quarter deliveries are further evidence that Tesla has the auto industry backed into a corner. It’s becoming more and more difficult to envision a scenario in which legacy automakers will find a way to meaningful expand the small share…

Tesla is now the world’s most valuable auto company. With a market cap of $185 billion Tesla edges slightly above Toyota’s $177 billion valuation, based in part on the company’s dominant market share of EVs in the US (about 80%). …

Sometime this year Tesla will host a Battery Day event, which has been postponed due to Covid-19. The battery is one of the four foundations for building the car of the future, along with the motor, the autonomous system, and…

This is the third consecutive quarter of favorable results that support Tesla having an outsized opportunity to play a key role in the future of mobility. As a reminder, there is typically a four-week lag between Tesla announcing deliveries and…