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2021-04-06
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Tesla’s Delivery Numbers Looked Great. Here’s What Wall Street Thinks.<blockquote>特斯拉的交付数据看起来很棒。这是华尔街的想法。</blockquote>
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Here’s What Wall Street Thinks.<blockquote>特斯拉的交付数据看起来很棒。这是华尔街的想法。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176115930","media":"Barrons","summary":"Tesla‘s first-quarter deliveries, reported on Friday during the market’s close, blew away Wall Stree","content":"<p>Tesla‘s first-quarter deliveries, reported on Friday during the market’s close, blew away Wall Street’s expectations. Investors sent shares of the electric-vehicle pioneer up sharply in early morning trading on Monday.</p><p><blockquote>周五收盘时公布的特斯拉第一季度交付量超出了华尔街的预期。周一早盘，投资者推动这家电动汽车先驱的股价大幅上涨。</blockquote></p><p> Tesla (ticker: TSLA) reported 185,000 vehicle deliveries for the first three months of 2021. Analyst projections for the quarter had drifted down to between 160,000 and 170,000 vehicles due to the global automotive microchip shortage roiling the entire automotive industry.</p><p><blockquote>特斯拉（股票代码：TSLA）报告称，2021年前三个月交付了185,000辆汽车。由于全球汽车微芯片短缺扰乱了整个汽车行业，分析师对本季度汽车销量的预测已降至160,000至170,000辆。</blockquote></p><p> It was a big beat. What’s more, Tesla’s 185,000 deliveries were higher than what the Street expected before analysts warned of the chip shortage. Tesla stock, as a result, is up almost 8% in premarket trading to about $711 a share.S&P 500 and Dow Jones Industrial Average futures, for comparison, are both up less than 1%.</p><p><blockquote>这是一个很大的节拍。更重要的是，特斯拉18.5万辆的交付量高于分析师警告芯片短缺之前华尔街的预期。因此，特斯拉股价在盘前交易中上涨近8%，至每股约711美元。相比之下，标准普尔500指数和道琼斯工业平均指数期货均上涨不到1%。</blockquote></p><p> The car maker’s deliveries were good enough for one analyst to upgrade his rating on the stock. Wedbush’sDan Ivesboosted his rating to Buy from Hold and raised his price target to $1,000 a share from $950. “The 1Q delivery number….was a paradigm changer and shows that the pent-up demand globally for Tesla’s Model 3/Y is hitting its next stage of growth,” wrote Ives in a Sunday note. “A global green tidal wave [is] underway.”</p><p><blockquote>这家汽车制造商的交付量足以让一位分析师上调对该股的评级。Wedbush的Dan Ives将其评级从持有上调至买入，并将目标价从每股950美元上调至1,000美元。“第一季度的交付数量……是一个范式改变者，表明全球对特斯拉Model 3/Y被压抑的需求正在进入下一个增长阶段，”Ives在周日的一份报告中写道。“一场全球绿色浪潮正在兴起。”</blockquote></p><p> Ives expects government incentives around the world to boost demand for electric vehicles. He increased his full-year delivery target for Tesla to about 850,000 vehicles. The current Wall Street consensus is about 800,000.</p><p><blockquote>艾夫斯预计，世界各地的政府激励措施将提振对电动汽车的需求。他将特斯拉全年交付目标提高至约85万辆。目前华尔街的共识是80万左右。</blockquote></p><p> New Street Research analyst Pierre Ferragu rated Tesla shares Buy with a $900 price target before Tesla’s delivery report. Ferragu, however, was a little nervous, believing that the chip shortage would impact deliveries. The results dismissed those concerns: “Initial review suggests we missed a monster March in China with Model Y ramping faster than we expected.” He sees Tesla’s earnings estimate moving higher because of Model Y growth. He also believes Tesla’s Model S and X vehicles, which are undergoing a refresh next quarter to upgrade interiors and features, can boost second-quarter results.</p><p><blockquote>New Street Research分析师Pierre Ferragu在特斯拉发布交付报告之前将特斯拉股票评级为买入，目标价为900美元。然而，Ferragu有点紧张，认为芯片短缺会影响交付。结果打消了这些担忧：“初步审查表明，我们错过了Model Y在中国的大规模进军，其速度比我们预期的要快。”他认为，由于Model Y的增长，特斯拉的盈利预期将会上调。他还认为，特斯拉的Model S和X车辆将在下个季度进行更新，以升级内饰和功能，这可以提振第二季度的业绩。</blockquote></p><p> Tesla delivered 2,000 Model S and X vehicles in the first quarter, lower than Baird analystBen Kalloexpected. “While a miss, this result is an inventory-clearing event ahead of significant upgrades of the model S and X,” wrote Kallo in a Monday report. those are undergoing a “refresh” in the second quarter. Auto makers will refresh models from time to time, upgrading interiors and features.</p><p><blockquote>特斯拉第一季度交付了2,000辆Model S和X汽车，低于Baird分析师Ben Kallo的预期。Kallo在周一的一份报告中写道：“虽然没有成功，但这一结果是model S和X重大升级之前的一次库存清理事件。”这些将在第二季度进行“更新”。汽车制造商会不时更新车型，升级内饰和功能。</blockquote></p><p> This will be the most significant refresh of those two models. Tesla will also launch the Model S Plaid edition, which the car maker says will be the fastest production vehicle ever made. “The new vehicles are due for [second quarter] delivery as the company is in the early stages of ramping production.”</p><p><blockquote>这将是这两款车型最重大的更新。特斯拉还将推出Model S格子版，该汽车制造商表示，这将是有史以来最快的量产车。“由于公司正处于增产的早期阶段，新车将于[第二季度]交付。”</blockquote></p><p> Kallo rates shares Buy and has a $736 price target for the stock.</p><p><blockquote>Kallo将该股评级为“买入”，并将该股目标价定为736美元。</blockquote></p><p> Not everyone is as bullish on Tesla stock. Cowen analystJeffery Osbornerates shares Hold. Despite his more cautious view, Osborne is raising his full-year delivery numbers and price target for shares of Tesla. “Receptivity to the Model Y in China was always a grey area in our minds since there was never disclosure on deposit/interest levels from Tesla,” wrote Osborne in a Sunday report. “Given the upside in [the first quarter] coupled with the positive tone in the release, we are raising our Model Y forecasts for 2021 and would expect the Street to do so.” Osborne raised his price target to $573 from $545.</p><p><blockquote>并非所有人都同样看好特斯拉股票。Cowen分析师杰弗里·奥斯本(Jeffery Osborn)评级为持有股票。尽管Osborne的观点更加谨慎，但他正在提高特斯拉股票的全年交付数据和目标价。Osborne在周日的一份报告中写道：“Model Y在中国的接受度一直是我们心中的灰色地带，因为特斯拉从未披露过存款/利息水平。”“鉴于[第一季度]的上涨空间以及发布的积极基调，我们正在上调2021年Model Y的预测，并预计华尔街也会这样做。”奥斯本将目标价从545美元上调至573美元。</blockquote></p><p> J.P. Morgan analyst Ryan Brinkman, who rates shares Sell, raised his target to $155 from $135 a share, still well below where the stock has been trading. Brinkman noted that sequential deliveries from the fourth to the first quarter, at 2%, were essentially flat. That’s one reason he believes Tesla stock is overpriced.</p><p><blockquote>摩根大通分析师瑞安·布林克曼(Ryan Brinkman)将该股评级为卖出，他将目标从每股135美元上调至155美元，仍远低于该股的交易价格。Brinkman指出，从第四季度到第一季度的连续交付量为2%，基本持平。这是他认为特斯拉股票定价过高的原因之一。</blockquote></p><p> Sell-rated GLJ analyst Gordon Johnson made the same point in his note. “Tesla has a growing demand problem,” wrote Johnson, saying that the more than 100% year-over-year growth in the first quarter isn’t as important as the 2% sequential growth from the fourth to the first quarter. His target price for Tesla stock is the lowest on the Street at $67 a share.</p><p><blockquote>卖出评级的GLJ分析师戈登·约翰逊(Gordon Johnson)在他的报告中也提出了同样的观点。“特斯拉的需求问题日益严重，”Johnson写道，他表示，第一季度超过100%的同比增长不如第四季度至第一季度2%的环比增长重要。他对特斯拉股票的目标价是华尔街最低的，为每股67美元。</blockquote></p><p> Johnson also questioned why Tesla produced zero Model S and X vehicles in the first quarter ahead of the refresh. That’s something analysts and investors can ask management about on the coming conference call.</p><p><blockquote>Johnson还质疑为什么特斯拉在更新之前的第一季度生产了零辆Model S和X汽车。这是分析师和投资者可以在即将到来的电话会议中向管理层询问的问题。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla’s Delivery Numbers Looked Great. Here’s What Wall Street Thinks.<blockquote>特斯拉的交付数据看起来很棒。这是华尔街的想法。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla’s Delivery Numbers Looked Great. Here’s What Wall Street Thinks.<blockquote>特斯拉的交付数据看起来很棒。这是华尔街的想法。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-05 22:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla‘s first-quarter deliveries, reported on Friday during the market’s close, blew away Wall Street’s expectations. Investors sent shares of the electric-vehicle pioneer up sharply in early morning trading on Monday.</p><p><blockquote>周五收盘时公布的特斯拉第一季度交付量超出了华尔街的预期。周一早盘，投资者推动这家电动汽车先驱的股价大幅上涨。</blockquote></p><p> Tesla (ticker: TSLA) reported 185,000 vehicle deliveries for the first three months of 2021. Analyst projections for the quarter had drifted down to between 160,000 and 170,000 vehicles due to the global automotive microchip shortage roiling the entire automotive industry.</p><p><blockquote>特斯拉（股票代码：TSLA）报告称，2021年前三个月交付了185,000辆汽车。由于全球汽车微芯片短缺扰乱了整个汽车行业，分析师对本季度汽车销量的预测已降至160,000至170,000辆。</blockquote></p><p> It was a big beat. What’s more, Tesla’s 185,000 deliveries were higher than what the Street expected before analysts warned of the chip shortage. Tesla stock, as a result, is up almost 8% in premarket trading to about $711 a share.S&P 500 and Dow Jones Industrial Average futures, for comparison, are both up less than 1%.</p><p><blockquote>这是一个很大的节拍。更重要的是，特斯拉18.5万辆的交付量高于分析师警告芯片短缺之前华尔街的预期。因此，特斯拉股价在盘前交易中上涨近8%，至每股约711美元。相比之下，标准普尔500指数和道琼斯工业平均指数期货均上涨不到1%。</blockquote></p><p> The car maker’s deliveries were good enough for one analyst to upgrade his rating on the stock. Wedbush’sDan Ivesboosted his rating to Buy from Hold and raised his price target to $1,000 a share from $950. “The 1Q delivery number….was a paradigm changer and shows that the pent-up demand globally for Tesla’s Model 3/Y is hitting its next stage of growth,” wrote Ives in a Sunday note. “A global green tidal wave [is] underway.”</p><p><blockquote>这家汽车制造商的交付量足以让一位分析师上调对该股的评级。Wedbush的Dan Ives将其评级从持有上调至买入，并将目标价从每股950美元上调至1,000美元。“第一季度的交付数量……是一个范式改变者，表明全球对特斯拉Model 3/Y被压抑的需求正在进入下一个增长阶段，”Ives在周日的一份报告中写道。“一场全球绿色浪潮正在兴起。”</blockquote></p><p> Ives expects government incentives around the world to boost demand for electric vehicles. He increased his full-year delivery target for Tesla to about 850,000 vehicles. The current Wall Street consensus is about 800,000.</p><p><blockquote>艾夫斯预计，世界各地的政府激励措施将提振对电动汽车的需求。他将特斯拉全年交付目标提高至约85万辆。目前华尔街的共识是80万左右。</blockquote></p><p> New Street Research analyst Pierre Ferragu rated Tesla shares Buy with a $900 price target before Tesla’s delivery report. Ferragu, however, was a little nervous, believing that the chip shortage would impact deliveries. The results dismissed those concerns: “Initial review suggests we missed a monster March in China with Model Y ramping faster than we expected.” He sees Tesla’s earnings estimate moving higher because of Model Y growth. He also believes Tesla’s Model S and X vehicles, which are undergoing a refresh next quarter to upgrade interiors and features, can boost second-quarter results.</p><p><blockquote>New Street Research分析师Pierre Ferragu在特斯拉发布交付报告之前将特斯拉股票评级为买入，目标价为900美元。然而，Ferragu有点紧张，认为芯片短缺会影响交付。结果打消了这些担忧：“初步审查表明，我们错过了Model Y在中国的大规模进军，其速度比我们预期的要快。”他认为，由于Model Y的增长，特斯拉的盈利预期将会上调。他还认为，特斯拉的Model S和X车辆将在下个季度进行更新，以升级内饰和功能，这可以提振第二季度的业绩。</blockquote></p><p> Tesla delivered 2,000 Model S and X vehicles in the first quarter, lower than Baird analystBen Kalloexpected. “While a miss, this result is an inventory-clearing event ahead of significant upgrades of the model S and X,” wrote Kallo in a Monday report. those are undergoing a “refresh” in the second quarter. Auto makers will refresh models from time to time, upgrading interiors and features.</p><p><blockquote>特斯拉第一季度交付了2,000辆Model S和X汽车，低于Baird分析师Ben Kallo的预期。Kallo在周一的一份报告中写道：“虽然没有成功，但这一结果是model S和X重大升级之前的一次库存清理事件。”这些将在第二季度进行“更新”。汽车制造商会不时更新车型，升级内饰和功能。</blockquote></p><p> This will be the most significant refresh of those two models. Tesla will also launch the Model S Plaid edition, which the car maker says will be the fastest production vehicle ever made. “The new vehicles are due for [second quarter] delivery as the company is in the early stages of ramping production.”</p><p><blockquote>这将是这两款车型最重大的更新。特斯拉还将推出Model S格子版，该汽车制造商表示，这将是有史以来最快的量产车。“由于公司正处于增产的早期阶段，新车将于[第二季度]交付。”</blockquote></p><p> Kallo rates shares Buy and has a $736 price target for the stock.</p><p><blockquote>Kallo将该股评级为“买入”，并将该股目标价定为736美元。</blockquote></p><p> Not everyone is as bullish on Tesla stock. Cowen analystJeffery Osbornerates shares Hold. Despite his more cautious view, Osborne is raising his full-year delivery numbers and price target for shares of Tesla. “Receptivity to the Model Y in China was always a grey area in our minds since there was never disclosure on deposit/interest levels from Tesla,” wrote Osborne in a Sunday report. “Given the upside in [the first quarter] coupled with the positive tone in the release, we are raising our Model Y forecasts for 2021 and would expect the Street to do so.” Osborne raised his price target to $573 from $545.</p><p><blockquote>并非所有人都同样看好特斯拉股票。Cowen分析师杰弗里·奥斯本(Jeffery Osborn)评级为持有股票。尽管Osborne的观点更加谨慎，但他正在提高特斯拉股票的全年交付数据和目标价。Osborne在周日的一份报告中写道：“Model Y在中国的接受度一直是我们心中的灰色地带，因为特斯拉从未披露过存款/利息水平。”“鉴于[第一季度]的上涨空间以及发布的积极基调，我们正在上调2021年Model Y的预测，并预计华尔街也会这样做。”奥斯本将目标价从545美元上调至573美元。</blockquote></p><p> J.P. Morgan analyst Ryan Brinkman, who rates shares Sell, raised his target to $155 from $135 a share, still well below where the stock has been trading. Brinkman noted that sequential deliveries from the fourth to the first quarter, at 2%, were essentially flat. That’s one reason he believes Tesla stock is overpriced.</p><p><blockquote>摩根大通分析师瑞安·布林克曼(Ryan Brinkman)将该股评级为卖出，他将目标从每股135美元上调至155美元，仍远低于该股的交易价格。Brinkman指出，从第四季度到第一季度的连续交付量为2%，基本持平。这是他认为特斯拉股票定价过高的原因之一。</blockquote></p><p> Sell-rated GLJ analyst Gordon Johnson made the same point in his note. “Tesla has a growing demand problem,” wrote Johnson, saying that the more than 100% year-over-year growth in the first quarter isn’t as important as the 2% sequential growth from the fourth to the first quarter. His target price for Tesla stock is the lowest on the Street at $67 a share.</p><p><blockquote>卖出评级的GLJ分析师戈登·约翰逊(Gordon Johnson)在他的报告中也提出了同样的观点。“特斯拉的需求问题日益严重，”Johnson写道，他表示，第一季度超过100%的同比增长不如第四季度至第一季度2%的环比增长重要。他对特斯拉股票的目标价是华尔街最低的，为每股67美元。</blockquote></p><p> Johnson also questioned why Tesla produced zero Model S and X vehicles in the first quarter ahead of the refresh. That’s something analysts and investors can ask management about on the coming conference call.</p><p><blockquote>Johnson还质疑为什么特斯拉在更新之前的第一季度生产了零辆Model S和X汽车。这是分析师和投资者可以在即将到来的电话会议中向管理层询问的问题。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/teslas-delivery-numbers-looked-great-heres-what-wall-street-thinks-51617627233?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/teslas-delivery-numbers-looked-great-heres-what-wall-street-thinks-51617627233?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176115930","content_text":"Tesla‘s first-quarter deliveries, reported on Friday during the market’s close, blew away Wall Street’s expectations. Investors sent shares of the electric-vehicle pioneer up sharply in early morning trading on Monday.\nTesla (ticker: TSLA) reported 185,000 vehicle deliveries for the first three months of 2021. Analyst projections for the quarter had drifted down to between 160,000 and 170,000 vehicles due to the global automotive microchip shortage roiling the entire automotive industry.\nIt was a big beat. What’s more, Tesla’s 185,000 deliveries were higher than what the Street expected before analysts warned of the chip shortage. Tesla stock, as a result, is up almost 8% in premarket trading to about $711 a share.S&P 500 and Dow Jones Industrial Average futures, for comparison, are both up less than 1%.\nThe car maker’s deliveries were good enough for one analyst to upgrade his rating on the stock. Wedbush’sDan Ivesboosted his rating to Buy from Hold and raised his price target to $1,000 a share from $950. “The 1Q delivery number….was a paradigm changer and shows that the pent-up demand globally for Tesla’s Model 3/Y is hitting its next stage of growth,” wrote Ives in a Sunday note. “A global green tidal wave [is] underway.”\nIves expects government incentives around the world to boost demand for electric vehicles. He increased his full-year delivery target for Tesla to about 850,000 vehicles. The current Wall Street consensus is about 800,000.\nNew Street Research analyst Pierre Ferragu rated Tesla shares Buy with a $900 price target before Tesla’s delivery report. Ferragu, however, was a little nervous, believing that the chip shortage would impact deliveries. The results dismissed those concerns: “Initial review suggests we missed a monster March in China with Model Y ramping faster than we expected.” He sees Tesla’s earnings estimate moving higher because of Model Y growth. He also believes Tesla’s Model S and X vehicles, which are undergoing a refresh next quarter to upgrade interiors and features, can boost second-quarter results.\nTesla delivered 2,000 Model S and X vehicles in the first quarter, lower than Baird analystBen Kalloexpected. “While a miss, this result is an inventory-clearing event ahead of significant upgrades of the model S and X,” wrote Kallo in a Monday report. those are undergoing a “refresh” in the second quarter. Auto makers will refresh models from time to time, upgrading interiors and features.\nThis will be the most significant refresh of those two models. Tesla will also launch the Model S Plaid edition, which the car maker says will be the fastest production vehicle ever made. “The new vehicles are due for [second quarter] delivery as the company is in the early stages of ramping production.”\nKallo rates shares Buy and has a $736 price target for the stock.\nNot everyone is as bullish on Tesla stock. Cowen analystJeffery Osbornerates shares Hold. Despite his more cautious view, Osborne is raising his full-year delivery numbers and price target for shares of Tesla. “Receptivity to the Model Y in China was always a grey area in our minds since there was never disclosure on deposit/interest levels from Tesla,” wrote Osborne in a Sunday report. “Given the upside in [the first quarter] coupled with the positive tone in the release, we are raising our Model Y forecasts for 2021 and would expect the Street to do so.” Osborne raised his price target to $573 from $545.\nJ.P. Morgan analyst Ryan Brinkman, who rates shares Sell, raised his target to $155 from $135 a share, still well below where the stock has been trading. Brinkman noted that sequential deliveries from the fourth to the first quarter, at 2%, were essentially flat. That’s one reason he believes Tesla stock is overpriced.\nSell-rated GLJ analyst Gordon Johnson made the same point in his note. “Tesla has a growing demand problem,” wrote Johnson, saying that the more than 100% year-over-year growth in the first quarter isn’t as important as the 2% sequential growth from the fourth to the first quarter. His target price for Tesla stock is the lowest on the Street at $67 a share.\nJohnson also questioned why Tesla produced zero Model S and X vehicles in the first quarter ahead of the refresh. That’s something analysts and investors can ask management about on the coming conference call.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":433,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/343918941"}
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