Tesla

Tesla shares are up 9% today following a 34% move over the previous month. This most recent share price surge is attributed to a combination of two factors, short-covering and greater investor optimism regarding Tesla’s 2020 demand. We continue to…

Tesla takes another measurable step forward with 112k deliveries, ahead of Street expectations of 106k. This is the 3rd consecutive quarter of sequential delivery growth despite declining tax credits and trade headwinds, further evidence that consumer demand for EVs is…

The recent move in shares of TSLA (up 30% in the past month) has largely been driven by short sellers covering positions based on the emerging consensus that Tesla will stay in business long-term. That said, Tesla has not won…

1. Apple Will Be the Best Performing FAANG Stock in 2020 (by Gene Munster). There are five reasons why we believe Apple will be the top-performing FAANG stock in 2020. Easy iPhone comparables Continued growth in Apple Watch Five new…

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Cybertruck is two years away but will eventually be additive to overall Tesla unit sales, given it appeals to two sub-segments of the pickup and SUV markets. That said, the product misses the core truck buyer. Our takeaways: The Cybertruck’s…

Tesla reported third-quarter earnings with a positive surprise related to profitability, while revenue was essentially in line with expectations. Shares are trading up nearly 20% in the aftermarket as investors re-evaluate Tesla’s long-term risk factor related to the company running…

In September, Tesla released its latest software update Version 10.0. The most notable new feature, Smart Summon, allows Tesla owners who have purchased Full Self-Driving (FSD) or Enhanced Autopilot to request their vehicles to self-navigate a driveway or parking lot…

Tesla announced Q3 production and delivery numbers, reporting an all-time record of 97,000 vehicles delivered. The company delivered 79,600 Model 3s (production of 79,837) and 17,400 S&X vehicles (production of  16,318). Tesla shares, however, are down 4% on this news,…

We recently surveyed 500 US consumers about their intent to purchase and perception of electric vehicles. The results, on the whole, show a lower-than-expected excitement level about EVs and the persistence of common misconceptions about owning EVs. 78% of consumers…

Over the past year, there has been increasing anticipation for the release of new EV models from the likes of Audi, Jaguar, Fiat, Hyundai, and Honda. This stoked concerns that Tesla’s year to date 75% US EV market share will…

We’ve updated our 5-year cost of ownership study comparing a Tesla Model 3 to a Toyota Camry. The comparison gives us a look at how the Model 3 cost compares to a mass-market sedan. The original study from 2017 can…