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2021-10-20

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Tesla Will Probably Beat Earnings Estimates. Why the Stock Might Not Move.<blockquote>特斯拉的盈利可能会超出预期。为什么股票可能不会变动。</blockquote>

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Why the Stock Might Not Move.<blockquote>特斯拉的盈利可能会超出预期。为什么股票可能不会变动。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110877432","media":"Barrons","summary":"Tesla will easily beat earnings expectations Wednesday. But that beat might not be enough to drive t","content":"Tesla&nbsp;will easily beat earnings expectations Wednesday. But that beat might not be enough to drive the stock higher.<blockquote>特斯拉周三将轻松超出盈利预期。但这种节拍可能不足以推动股价走高。</blockquote> For the third quarter, Wall Street expects $1.54 in per-share earnings from $13.7 billion in sales. In the second quarter, Tesla earned $1.45 a sharefrom $12 billion in sales. Wall Street expects the company to make about a dime more on an incremental $1.7 billion in sales.<blockquote>华尔街预计第三季度销售额为137亿美元，每股收益为1.54美元。第二季度，特斯拉的销售额为120亿美元，每股收益为1.45美元。华尔街预计该公司的销售额将增加17亿美元，收入将增加约一毛钱。</blockquote> Investors, however, need to be ready for the sandbag—when a company guides low and then crushes expectations. That’s usually a good thing. Tesla, however, doesn’t provide guidance, so investors have to rely on Wall Street estimates to judge whether the company “beat” or “missed.” This time around, the estimates from analysts look far too low, creating the possibility of wild post-earnings trading in unexpected directions.<blockquote>然而，投资者需要为沙袋做好准备——当一家公司的指引很低，然后又超出预期时。这通常是件好事。然而，特斯拉没有提供指导，因此投资者必须依靠华尔街的估计来判断该公司是“跑赢”还是“跑输”。这一次，分析师的预期看起来太低了，这使得财报后交易可能会出现意想不到的方向。</blockquote> Things should be better than analysts project. Tesla delivered&nbsp;a record 241,300 vehicles&nbsp;in the third quarter,up from 201,250 in the second quarter. That’s a 20% increase. Tesla’s average price per car in the second quarter amounted to roughly $49,000, and while that number can change, 40,000 more vehicles could easily mean about $2 billion more in sales.<blockquote>事情应该比分析师预测的要好。特斯拉第三季度交付了创纪录的241,300辆汽车，高于第二季度的201,250辆。增加了20%。特斯拉第二季度每辆车的平均价格约为49,000美元，虽然这个数字可能会发生变化，但增加40,000辆汽车很容易意味着销售额增加约20亿美元。</blockquote> Wall Street also expects Tesla’s profitability to drop. Gross profit margins are projected to be just below 24%, compared with just above 24% in the second quarter. That might be conservative, just like sales projections. The entire auto industry is dealing with higher costs because of global supply-chain issues. But there’s another reason profitability could be better than current estimates.<blockquote>华尔街也预计特斯拉的盈利能力将下降。毛利率预计略低于24%，而第二季度略高于24%。这可能是保守的，就像销售预测一样。由于全球供应链问题，整个汽车行业都在应对更高的成本。但盈利能力可能好于当前预期还有另一个原因。</blockquote> Tesla delivereda record number of cars in China&nbsp;during the third quarter—almost 74,000, up about 20% compared with the second quarter. The cars Tesla produces and sells in China have higher margins than those made there and exported to Europe. With Tesla delivering about 12,000 more vehicles in China during the third quarter compared with the second quarter, profit margins could hold up.<blockquote>特斯拉第三季度在华交付汽车数量创历史新高，接近74,000辆，较第二季度增长约20%。特斯拉在中国生产和销售的汽车比在中国制造并出口到欧洲的汽车利润率更高。与第二季度相比，特斯拉第三季度在华交付了约12,000辆汽车，利润率可能会保持不变。</blockquote> None of this is a secret, and analysts have been updating their third-quarter earnings estimates—on average, they’re now about a dime per share higher since the end of September. RBC analyst&nbsp;Joe Spaktook his quarterly earnings estimates up to $1.95 a share from $1.68 after delivery results came out. Baird’s&nbsp;Ben Kalloand Wedbush’s&nbsp;Dan Ivesare more optimistic about Tesla’s stock—both have Buy ratings, while Spak rates it a Hold—but neither updated their third-quarter earnings estimates of $1.21 and $1.22 a share, respectively.<blockquote>这一切都不是秘密，分析师一直在更新他们的第三季度盈利预期——平均而言，自9月底以来，每股盈利预期上涨了约1美分。交付结果公布后，加拿大皇家银行(RBC)分析师乔·斯帕克(Joe Spakk)将季度盈利预期从每股1.68美元上调至1.95美元。Baird的Ben Kalloand Wedbush的Dan Ives对特斯拉的股票更为乐观——两人都给予买入评级，而Spak则给予持有评级——但都没有分别更新每股1.21美元和1.22美元的第三季度盈利预期。</blockquote> Together, that means the bar for Tesla is much higher than it looks. That’s particularly true because its stock has gained about 30% over the past three months, closing the week at $843.03—even as the&nbsp;S&amp;P 500&nbsp;added 2.6%. That means Tesla will likely need a huge beat to give the stock a jolt, something close to $2 a share.<blockquote>总之，这意味着特斯拉的门槛比看起来要高得多。尤其如此，因为其股价在过去三个月内上涨了约30%，本周收于843.03美元，尽管标准普尔500指数上涨了2.6%。这意味着特斯拉可能需要大幅上涨才能让股价大幅上涨，接近每股2美元。</blockquote> Whether it can pull that off remains to be seen.<blockquote>它能否实现这一目标还有待观察。</blockquote>","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 Will Probably Beat Earnings Estimates. 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Why the Stock Might Not Move.<blockquote>特斯拉的盈利可能会超出预期。为什么股票可能不会变动。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-10-20 15:46\n\n</h4>\n</header>\n<article>\nTesla&nbsp;will easily beat earnings expectations Wednesday. But that beat might not be enough to drive the stock higher.<blockquote>特斯拉周三将轻松超出盈利预期。但这种节拍可能不足以推动股价走高。</blockquote> For the third quarter, Wall Street expects $1.54 in per-share earnings from $13.7 billion in sales. In the second quarter, Tesla earned $1.45 a sharefrom $12 billion in sales. Wall Street expects the company to make about a dime more on an incremental $1.7 billion in sales.<blockquote>华尔街预计第三季度销售额为137亿美元，每股收益为1.54美元。第二季度，特斯拉的销售额为120亿美元，每股收益为1.45美元。华尔街预计该公司的销售额将增加17亿美元，收入将增加约一毛钱。</blockquote> Investors, however, need to be ready for the sandbag—when a company guides low and then crushes expectations. That’s usually a good thing. Tesla, however, doesn’t provide guidance, so investors have to rely on Wall Street estimates to judge whether the company “beat” or “missed.” This time around, the estimates from analysts look far too low, creating the possibility of wild post-earnings trading in unexpected directions.<blockquote>然而，投资者需要为沙袋做好准备——当一家公司的指引很低，然后又超出预期时。这通常是件好事。然而，特斯拉没有提供指导，因此投资者必须依靠华尔街的估计来判断该公司是“跑赢”还是“跑输”。这一次，分析师的预期看起来太低了，这使得财报后交易可能会出现意想不到的方向。</blockquote> Things should be better than analysts project. Tesla delivered&nbsp;a record 241,300 vehicles&nbsp;in the third quarter,up from 201,250 in the second quarter. That’s a 20% increase. Tesla’s average price per car in the second quarter amounted to roughly $49,000, and while that number can change, 40,000 more vehicles could easily mean about $2 billion more in sales.<blockquote>事情应该比分析师预测的要好。特斯拉第三季度交付了创纪录的241,300辆汽车，高于第二季度的201,250辆。增加了20%。特斯拉第二季度每辆车的平均价格约为49,000美元，虽然这个数字可能会发生变化，但增加40,000辆汽车很容易意味着销售额增加约20亿美元。</blockquote> Wall Street also expects Tesla’s profitability to drop. Gross profit margins are projected to be just below 24%, compared with just above 24% in the second quarter. That might be conservative, just like sales projections. The entire auto industry is dealing with higher costs because of global supply-chain issues. But there’s another reason profitability could be better than current estimates.<blockquote>华尔街也预计特斯拉的盈利能力将下降。毛利率预计略低于24%，而第二季度略高于24%。这可能是保守的，就像销售预测一样。由于全球供应链问题，整个汽车行业都在应对更高的成本。但盈利能力可能好于当前预期还有另一个原因。</blockquote> Tesla delivereda record number of cars in China&nbsp;during the third quarter—almost 74,000, up about 20% compared with the second quarter. The cars Tesla produces and sells in China have higher margins than those made there and exported to Europe. With Tesla delivering about 12,000 more vehicles in China during the third quarter compared with the second quarter, profit margins could hold up.<blockquote>特斯拉第三季度在华交付汽车数量创历史新高，接近74,000辆，较第二季度增长约20%。特斯拉在中国生产和销售的汽车比在中国制造并出口到欧洲的汽车利润率更高。与第二季度相比，特斯拉第三季度在华交付了约12,000辆汽车，利润率可能会保持不变。</blockquote> None of this is a secret, and analysts have been updating their third-quarter earnings estimates—on average, they’re now about a dime per share higher since the end of September. RBC analyst&nbsp;Joe Spaktook his quarterly earnings estimates up to $1.95 a share from $1.68 after delivery results came out. Baird’s&nbsp;Ben Kalloand Wedbush’s&nbsp;Dan Ivesare more optimistic about Tesla’s stock—both have Buy ratings, while Spak rates it a Hold—but neither updated their third-quarter earnings estimates of $1.21 and $1.22 a share, respectively.<blockquote>这一切都不是秘密，分析师一直在更新他们的第三季度盈利预期——平均而言，自9月底以来，每股盈利预期上涨了约1美分。交付结果公布后，加拿大皇家银行(RBC)分析师乔·斯帕克(Joe Spakk)将季度盈利预期从每股1.68美元上调至1.95美元。Baird的Ben Kalloand Wedbush的Dan Ives对特斯拉的股票更为乐观——两人都给予买入评级，而Spak则给予持有评级——但都没有分别更新每股1.21美元和1.22美元的第三季度盈利预期。</blockquote> Together, that means the bar for Tesla is much higher than it looks. That’s particularly true because its stock has gained about 30% over the past three months, closing the week at $843.03—even as the&nbsp;S&amp;P 500&nbsp;added 2.6%. That means Tesla will likely need a huge beat to give the stock a jolt, something close to $2 a share.<blockquote>总之，这意味着特斯拉的门槛比看起来要高得多。尤其如此，因为其股价在过去三个月内上涨了约30%，本周收于843.03美元，尽管标准普尔500指数上涨了2.6%。这意味着特斯拉可能需要大幅上涨才能让股价大幅上涨，接近每股2美元。</blockquote> Whether it can pull that off remains to be seen.<blockquote>它能否实现这一目标还有待观察。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/articles/tesla-stock-earnings-preview-51634345385?mod=mw_latestnews\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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.marketwatch.com/articles/tesla-stock-earnings-preview-51634345385?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110877432","content_text":"Tesla will easily beat earnings expectations Wednesday. But that beat might not be enough to drive the stock higher.\nFor the third quarter, Wall Street expects $1.54 in per-share earnings from $13.7 billion in sales. In the second quarter, Tesla earned $1.45 a sharefrom $12 billion in sales. Wall Street expects the company to make about a dime more on an incremental $1.7 billion in sales.\nInvestors, however, need to be ready for the sandbag—when a company guides low and then crushes expectations. That’s usually a good thing. Tesla, however, doesn’t provide guidance, so investors have to rely on Wall Street estimates to judge whether the company “beat” or “missed.” This time around, the estimates from analysts look far too low, creating the possibility of wild post-earnings trading in unexpected directions.\nThings should be better than analysts project. Tesla delivered a record 241,300 vehicles in the third quarter,up from 201,250 in the second quarter. That’s a 20% increase. Tesla’s average price per car in the second quarter amounted to roughly $49,000, and while that number can change, 40,000 more vehicles could easily mean about $2 billion more in sales.\nWall Street also expects Tesla’s profitability to drop. Gross profit margins are projected to be just below 24%, compared with just above 24% in the second quarter. That might be conservative, just like sales projections. The entire auto industry is dealing with higher costs because of global supply-chain issues. But there’s another reason profitability could be better than current estimates.\nTesla delivereda record number of cars in China during the third quarter—almost 74,000, up about 20% compared with the second quarter. The cars Tesla produces and sells in China have higher margins than those made there and exported to Europe. With Tesla delivering about 12,000 more vehicles in China during the third quarter compared with the second quarter, profit margins could hold up.\nNone of this is a secret, and analysts have been updating their third-quarter earnings estimates—on average, they’re now about a dime per share higher since the end of September. RBC analyst Joe Spaktook his quarterly earnings estimates up to $1.95 a share from $1.68 after delivery results came out. Baird’s Ben Kalloand Wedbush’s Dan Ivesare more optimistic about Tesla’s stock—both have Buy ratings, while Spak rates it a Hold—but neither updated their third-quarter earnings estimates of $1.21 and $1.22 a share, respectively.\nTogether, that means the bar for Tesla is much higher than it looks. That’s particularly true because its stock has gained about 30% over the past three months, closing the week at $843.03—even as the S&P 500 added 2.6%. That means Tesla will likely need a huge beat to give the stock a jolt, something close to $2 a share.\nWhether it can pull that off remains to be seen.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":806,"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":16,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/859489416"}