Tesla Eyes Strongest Week in Two Months as Wall Street Weighs Vision Against Tariff Impact
Yahoo Finance ·
Tesla shares are heading for their best weekly performance in two months, despite slipping 3% on Thursday to $374.58 and logging a 6% gain for the week. Canaccord Genuity boosted its price target from $410 to $442 while keeping a Buy rating, envisioning Tesla as the Berkshire Hathaway of physical technology. The company reported over 1.7 million paid Full Self-Driving customers, with New Street Research estimating annual recurring FSD revenue nearing $1 billion. Major institutions including JPMorgan, Morgan Stanley, and Mizuho raised their respective price targets, while BNP Paribas upgraded the stock to Neutral. Conversely, GLJ Research argued that a Supreme Court tariff ruling, rather than core operations, drove the third-quarter earnings beat of $0.48 per share versus the $0.45 consensus. Adjusted revenue reached $28.05 billion compared to the estimated $28.25 billion, as analysts continue to monitor soaring operating expenses alongside autonomy and energy advancements.
AI 시장 분석
Tesla (TSLA) reported a Q3 adjusted EPS of $0.48, beating expectations of $0.45, and recorded its biggest weekly gain in two months. Growth momentum was highlighted as FSD subscriber count surpassed 1.7 million and annualized recurring revenue approached $1 billion. However, some pointed out that a $447 million net income improvement from a tariff ruling distorted the earnings.
상승 영향
- Electric Vehicles — Tesla's paid FSD subscribers surpassed 1.7 million and annualized recurring revenue approached $1 billion, raising expectations for autonomous driving monetization.
하락 영향
- Electric Vehicles — Excluding the $447 million one-time gain from the Supreme Court tariff ruling, actual operating margin drops to 1%, raising concerns over the slowdown in core profitability.
DYAX 전담 분석
Major investment institutions like Canaccord raised Tesla's price target, highly evaluating its physical AI technologies such as FSD, autonomous driving, and robotaxis. On the other hand, GLJ Research analyzed that one-time cost savings from the Supreme Court tariff ruling accounted for 62% of operating income, warning that excluding this, the actual operating margin is only 1%.
Future stock direction will be determined by the sustainability of the FSD subscription model and the commercialization speed of autonomous services. Investors should closely monitor core margin trends excluding the one-time tariff effect and the pace of R&D expenditure growth.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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