Deonc
2022-01-20
This is distruptive and EV leader company. Please like and comment. If you agree.Thanks
Tesla Earnings Estimates Are Rising, but the Stock Is Down. What’s Behind the Paradox.<blockquote>特斯拉的盈利预期正在上升，但股价却下跌。悖论的背后是什么。</blockquote>
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If you agree.Thanks","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/630984597","repostId":1106776706,"repostType":4,"repost":{"id":"1106776706","kind":"news","pubTimestamp":1642664548,"share":"https://www.laohu8.com/m/news/1106776706?lang=zh_CN&edition=full","pubTime":"2022-01-20 15:42","market":"us","language":"en","title":"Tesla Earnings Estimates Are Rising, but the Stock Is Down. What’s Behind the Paradox.<blockquote>特斯拉的盈利预期正在上升，但股价却下跌。悖论的背后是什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106776706","media":"Barrons","summary":"Tesla‘s fourth-quarter earnings are due out on Jan. 26. As the day approaches, Wall Street analysts ","content":"<p><html><head></head><body>Tesla‘s fourth-quarter earnings are due out on Jan. 26. As the day approaches, Wall Street analysts are fine-tuning their earnings estimates for the quarter as well as 2022.</p><p><blockquote><html><head></head><body>特斯拉第四季度财报将于1月26日公布。随着这一天的临近，华尔街分析师正在微调本季度以及2022年的盈利预期。</body></html></blockquote></p><p>The direction of earnings estimates is decidedly up. Rising estimates typically produces a powerful tailwind for any stock, but that hasn’t been the case with Tesla (ticker: TSLA) shares. That’s something bullish investors can look to when thinking about 2022 Tesla stock returns, unless the divergence signals something more ominous.</p><p><blockquote>盈利预测的方向肯定是向上的。预期上升通常会给任何股票带来强大的推动力，但特斯拉（股票代码：TSLA）股票的情况并非如此。这是看涨投资者在考虑2022年特斯拉股票回报时可以关注的事情，除非这种背离预示着更不祥的事情。</blockquote></p><p>Tuesday evening, Piper Sandler’s Alexander Potter was the latest analyst to update numbers. “We are boosting our estimates to reflect better-than-expected fourth-quarter deliveries, as well as a higher estimate for deliveries in 2022,” wrote Potter in his report.</p><p><blockquote>周二晚上，Piper Sandler的Alexander Potter是最新更新数据的分析师。波特在报告中写道：“我们正在提高预期，以反映好于预期的第四季度交付量，以及对2022年交付量的更高预期。”</blockquote></p><p>Tesla delivered almost 309,000 vehicles in the fourth quarter of 2021. Wall Street estimates were closer to 270,000. More cars means more earnings and Potter now expects Tesla to earn $2.50 a share in the fourth quarter, up from an earlier estimate of $2.24 a share.</p><p><blockquote>特斯拉在2021年第四季度交付了近309,000辆汽车。华尔街的估计接近27万。更多的汽车意味着更多的收益，波特现在预计特斯拉第四季度每股收益为2.50美元，高于此前预期的每股2.24美元。</blockquote></p><p>He also now models 1.53 million units sold in 2022 for Tesla, up from his earlier estimate for 1.38 million units. Potter’s 2022 earnings-per-share estimate goes to $12.14 from $9.91.</p><p><blockquote>他现在还预测特斯拉2022年的销量为153万辆，高于他之前估计的138万辆。波特2022年每股收益预期从9.91美元上调至12.14美元。</blockquote></p><p>He kept his Buy rating on Tesla stock and his $1,300 price target for shares.</p><p><blockquote>他维持对特斯拉股票的买入评级和1300美元的目标价。</blockquote></p><p>Overall, Wall Street fourth-quarter EPS estimates have gone to an average of about $2.25 from roughly $1.90 over the past couple of months. Estimates for 2022 EPS have risen to about $10 from about $8.67 over the same span.</p><p><blockquote>总体而言，华尔街第四季度每股收益预期已从过去几个月的约1.90美元升至平均约2.25美元。同期对2022年每股收益的预期已从约8.67美元升至约10美元。</blockquote></p><p>Earnings estimates for the coming year are up about 16% over the past 10 weeks or so. Tesla stock, however, is down about 7% over the same span. That divergence has left bullish investors wondering what is going on.</p><p><blockquote>过去10周左右，来年的盈利预期上升了约16%。然而，特斯拉股价同期下跌了约7%。这种分歧让看涨的投资者想知道发生了什么。</blockquote></p><p>The problem doesn’t appear to be Tesla. It’s the market. The Nasdaq Composite Index, home to many richly valued technology stocks, is off about 7% over the same span as Tesla’s recent drop. Meanwhile, the S&P 500 is up about 3%, and the Dow Jones Industrial Average has gained about 5%.</p><p><blockquote>问题似乎不在于特斯拉。是市场。拥有许多估值高的科技股的纳斯达克综合指数在特斯拉最近下跌的同一时期下跌了约7%。与此同时，标普500上涨约3%，道琼斯工业平均指数上涨约5%。</blockquote></p><p>Fears of interest-rate hikes are hurting tech-stock valuations. Rising rates hurt high valuations more than low valuations. That’s just the way the financial math works. Tesla is a highly valued stock. Shares are trading at roughly 85 times Potter’s 2022 EPS estimate. Stocks in the Russell 1000 Growth index trade for an average of about 31 times the 2022 EPS estimate.</p><p><blockquote>对加息的担忧正在损害科技股的估值。利率上升对高估值的伤害大于低估值。这就是金融数学的运作方式。特斯拉是一只估值很高的股票。该股的交易价格约为波特2022年每股收益预期的85倍。罗素1000增长指数股票的平均交易价格约为2022年每股收益预期的31倍。</blockquote></p><p>What bullish investors hope for is twofold. They hope Tesla beats fourth-quarter and 2022 EPS estimates. They also hope that interest rates settle down so investors can focus again on company fundamentals and not what the Federal Reserve is doing to tame inflation.</p><p><blockquote>看涨投资者的希望是双重的。他们希望特斯拉第四季度和2022年每股收益超出预期。他们还希望利率稳定下来，这样投资者就可以再次关注公司基本面，而不是美联储为抑制通胀所做的事情。</blockquote></p><p>Tesla stock closed lower 3.4% on Wednesday, while the S&P 500 and Nasdaq Composite fell 1% and 1.2%, respectively.</p><p><blockquote>特斯拉股价周三收盘下跌3.4%，标普500和纳斯达克综合指数分别下跌1%和1.2%。</blockquote></p><p></body></html></p><p><blockquote></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 Earnings Estimates Are Rising, but the Stock Is Down. What’s Behind the Paradox.<blockquote>特斯拉的盈利预期正在上升，但股价却下跌。悖论的背后是什么。</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 Earnings Estimates Are Rising, but the Stock Is Down. What’s Behind the Paradox.<blockquote>特斯拉的盈利预期正在上升，但股价却下跌。悖论的背后是什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2022-01-20 15:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Tesla‘s fourth-quarter earnings are due out on Jan. 26. As the day approaches, Wall Street analysts are fine-tuning their earnings estimates for the quarter as well as 2022.</p><p><blockquote><html><head></head><body>特斯拉第四季度财报将于1月26日公布。随着这一天的临近，华尔街分析师正在微调本季度以及2022年的盈利预期。</body></html></blockquote></p><p>The direction of earnings estimates is decidedly up. Rising estimates typically produces a powerful tailwind for any stock, but that hasn’t been the case with Tesla (ticker: TSLA) shares. That’s something bullish investors can look to when thinking about 2022 Tesla stock returns, unless the divergence signals something more ominous.</p><p><blockquote>盈利预测的方向肯定是向上的。预期上升通常会给任何股票带来强大的推动力，但特斯拉（股票代码：TSLA）股票的情况并非如此。这是看涨投资者在考虑2022年特斯拉股票回报时可以关注的事情，除非这种背离预示着更不祥的事情。</blockquote></p><p>Tuesday evening, Piper Sandler’s Alexander Potter was the latest analyst to update numbers. “We are boosting our estimates to reflect better-than-expected fourth-quarter deliveries, as well as a higher estimate for deliveries in 2022,” wrote Potter in his report.</p><p><blockquote>周二晚上，Piper Sandler的Alexander Potter是最新更新数据的分析师。波特在报告中写道：“我们正在提高预期，以反映好于预期的第四季度交付量，以及对2022年交付量的更高预期。”</blockquote></p><p>Tesla delivered almost 309,000 vehicles in the fourth quarter of 2021. Wall Street estimates were closer to 270,000. More cars means more earnings and Potter now expects Tesla to earn $2.50 a share in the fourth quarter, up from an earlier estimate of $2.24 a share.</p><p><blockquote>特斯拉在2021年第四季度交付了近309,000辆汽车。华尔街的估计接近27万。更多的汽车意味着更多的收益，波特现在预计特斯拉第四季度每股收益为2.50美元，高于此前预期的每股2.24美元。</blockquote></p><p>He also now models 1.53 million units sold in 2022 for Tesla, up from his earlier estimate for 1.38 million units. Potter’s 2022 earnings-per-share estimate goes to $12.14 from $9.91.</p><p><blockquote>他现在还预测特斯拉2022年的销量为153万辆，高于他之前估计的138万辆。波特2022年每股收益预期从9.91美元上调至12.14美元。</blockquote></p><p>He kept his Buy rating on Tesla stock and his $1,300 price target for shares.</p><p><blockquote>他维持对特斯拉股票的买入评级和1300美元的目标价。</blockquote></p><p>Overall, Wall Street fourth-quarter EPS estimates have gone to an average of about $2.25 from roughly $1.90 over the past couple of months. Estimates for 2022 EPS have risen to about $10 from about $8.67 over the same span.</p><p><blockquote>总体而言，华尔街第四季度每股收益预期已从过去几个月的约1.90美元升至平均约2.25美元。同期对2022年每股收益的预期已从约8.67美元升至约10美元。</blockquote></p><p>Earnings estimates for the coming year are up about 16% over the past 10 weeks or so. Tesla stock, however, is down about 7% over the same span. That divergence has left bullish investors wondering what is going on.</p><p><blockquote>过去10周左右，来年的盈利预期上升了约16%。然而，特斯拉股价同期下跌了约7%。这种分歧让看涨的投资者想知道发生了什么。</blockquote></p><p>The problem doesn’t appear to be Tesla. It’s the market. The Nasdaq Composite Index, home to many richly valued technology stocks, is off about 7% over the same span as Tesla’s recent drop. Meanwhile, the S&P 500 is up about 3%, and the Dow Jones Industrial Average has gained about 5%.</p><p><blockquote>问题似乎不在于特斯拉。是市场。拥有许多估值高的科技股的纳斯达克综合指数在特斯拉最近下跌的同一时期下跌了约7%。与此同时，标普500上涨约3%，道琼斯工业平均指数上涨约5%。</blockquote></p><p>Fears of interest-rate hikes are hurting tech-stock valuations. Rising rates hurt high valuations more than low valuations. That’s just the way the financial math works. Tesla is a highly valued stock. Shares are trading at roughly 85 times Potter’s 2022 EPS estimate. Stocks in the Russell 1000 Growth index trade for an average of about 31 times the 2022 EPS estimate.</p><p><blockquote>对加息的担忧正在损害科技股的估值。利率上升对高估值的伤害大于低估值。这就是金融数学的运作方式。特斯拉是一只估值很高的股票。该股的交易价格约为波特2022年每股收益预期的85倍。罗素1000增长指数股票的平均交易价格约为2022年每股收益预期的31倍。</blockquote></p><p>What bullish investors hope for is twofold. They hope Tesla beats fourth-quarter and 2022 EPS estimates. They also hope that interest rates settle down so investors can focus again on company fundamentals and not what the Federal Reserve is doing to tame inflation.</p><p><blockquote>看涨投资者的希望是双重的。他们希望特斯拉第四季度和2022年每股收益超出预期。他们还希望利率稳定下来，这样投资者就可以再次关注公司基本面，而不是美联储为抑制通胀所做的事情。</blockquote></p><p>Tesla stock closed lower 3.4% on Wednesday, while the S&P 500 and Nasdaq Composite fell 1% and 1.2%, respectively.</p><p><blockquote>特斯拉股价周三收盘下跌3.4%，标普500和纳斯达克综合指数分别下跌1%和1.2%。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-51642605897?mod=hp_LEADSUPP_3\">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/tesla-stock-earnings-51642605897?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106776706","content_text":"Tesla‘s fourth-quarter earnings are due out on Jan. 26. As the day approaches, Wall Street analysts are fine-tuning their earnings estimates for the quarter as well as 2022.The direction of earnings estimates is decidedly up. Rising estimates typically produces a powerful tailwind for any stock, but that hasn’t been the case with Tesla (ticker: TSLA) shares. That’s something bullish investors can look to when thinking about 2022 Tesla stock returns, unless the divergence signals something more ominous.Tuesday evening, Piper Sandler’s Alexander Potter was the latest analyst to update numbers. “We are boosting our estimates to reflect better-than-expected fourth-quarter deliveries, as well as a higher estimate for deliveries in 2022,” wrote Potter in his report.Tesla delivered almost 309,000 vehicles in the fourth quarter of 2021. Wall Street estimates were closer to 270,000. More cars means more earnings and Potter now expects Tesla to earn $2.50 a share in the fourth quarter, up from an earlier estimate of $2.24 a share.He also now models 1.53 million units sold in 2022 for Tesla, up from his earlier estimate for 1.38 million units. Potter’s 2022 earnings-per-share estimate goes to $12.14 from $9.91.He kept his Buy rating on Tesla stock and his $1,300 price target for shares.Overall, Wall Street fourth-quarter EPS estimates have gone to an average of about $2.25 from roughly $1.90 over the past couple of months. Estimates for 2022 EPS have risen to about $10 from about $8.67 over the same span.Earnings estimates for the coming year are up about 16% over the past 10 weeks or so. Tesla stock, however, is down about 7% over the same span. That divergence has left bullish investors wondering what is going on.The problem doesn’t appear to be Tesla. It’s the market. The Nasdaq Composite Index, home to many richly valued technology stocks, is off about 7% over the same span as Tesla’s recent drop. Meanwhile, the S&P 500 is up about 3%, and the Dow Jones Industrial Average has gained about 5%.Fears of interest-rate hikes are hurting tech-stock valuations. Rising rates hurt high valuations more than low valuations. That’s just the way the financial math works. Tesla is a highly valued stock. Shares are trading at roughly 85 times Potter’s 2022 EPS estimate. Stocks in the Russell 1000 Growth index trade for an average of about 31 times the 2022 EPS estimate.What bullish investors hope for is twofold. They hope Tesla beats fourth-quarter and 2022 EPS estimates. They also hope that interest rates settle down so investors can focus again on company fundamentals and not what the Federal Reserve is doing to tame inflation.Tesla stock closed lower 3.4% on Wednesday, while the S&P 500 and Nasdaq Composite fell 1% and 1.2%, respectively.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1387,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":74,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/630984597"}
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