Tesla Q4 2024 Deliveries Expected to Hit Record, but.
Tesla's fourth-quarter 2024 delivery figures are anticipated to reach a record high, according to a note from Barclays. Analysts estimate Q4 deliveries at approximately 515,000 units, slightly above the consensus estimate of around 511,000 units, marking a 6% year-over-year increase. Despite these impressive numbers, Barclays believes they will have limited impact on Tesla's stock.
Key Takeaways:
Delivery Estimates: Barclays projects Q4 deliveries to be around 515,000 units, slightly exceeding expectations.
Stock Impact: The delivery numbers are expected to have minimal influence on Tesla's stock, as investors are more focused on the company's long-term opportunities in autonomous driving and artificial intelligence (AI).
Long-Term Growth: Tesla's recent momentum is driven by its potential in the AV/AI sectors rather than short-term delivery metrics.
Future Outlook:
2024 Sales: Barclays forecasts Tesla's full-year 2024 sales at approximately 1.81 million units, aligning with 2023 figures but falling short of the company's guidance for year-over-year growth.
Autonomous Driving and AI: The introduction of "Unsupervised Full Self-Driving" (FSD) in 2025 is expected to bolster Tesla's AV/AI initiatives, mitigating any near-term volume misses.
New Models: The upcoming low-cost model, "Model 2.5," anticipated in the first half of 2025, is seen as a crucial growth driver.
Delivery Growth: CEO Elon Musk suggests 20-30% year-over-year delivery growth in 2025, which Barclays believes will address any concerns from the Q4 figures.
Barclays emphasizes that while the Q4 results are crucial, the stock's recent rally—up 68% post-election versus the S&P 500's 2.6%—reflects positive sentiment on Tesla's long-term potential and technical factors. As the market shifts focus towards future developments, the emphasis remains on Tesla's ability to innovate and lead in the autonomous driving and AI sectors.
Key Takeaways:
Delivery Estimates: Barclays projects Q4 deliveries to be around 515,000 units, slightly exceeding expectations.
Stock Impact: The delivery numbers are expected to have minimal influence on Tesla's stock, as investors are more focused on the company's long-term opportunities in autonomous driving and artificial intelligence (AI).
Long-Term Growth: Tesla's recent momentum is driven by its potential in the AV/AI sectors rather than short-term delivery metrics.
Future Outlook:
2024 Sales: Barclays forecasts Tesla's full-year 2024 sales at approximately 1.81 million units, aligning with 2023 figures but falling short of the company's guidance for year-over-year growth.
Autonomous Driving and AI: The introduction of "Unsupervised Full Self-Driving" (FSD) in 2025 is expected to bolster Tesla's AV/AI initiatives, mitigating any near-term volume misses.
New Models: The upcoming low-cost model, "Model 2.5," anticipated in the first half of 2025, is seen as a crucial growth driver.
Delivery Growth: CEO Elon Musk suggests 20-30% year-over-year delivery growth in 2025, which Barclays believes will address any concerns from the Q4 figures.
Barclays emphasizes that while the Q4 results are crucial, the stock's recent rally—up 68% post-election versus the S&P 500's 2.6%—reflects positive sentiment on Tesla's long-term potential and technical factors. As the market shifts focus towards future developments, the emphasis remains on Tesla's ability to innovate and lead in the autonomous driving and AI sectors.
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