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2022-01-24

Tesla Earnings Outlook: Here's What Wall Street Expects<blockquote>特斯拉盈利展望：这是华尔街的预期</blockquote>

On January 26, it will be Tesla's turn to report fiscal fourth-quarter earnings results. Here's what

Tesla Earnings Outlook: Here's What Wall Street Expects<blockquote>特斯拉盈利展望：这是华尔街的预期</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":630519354,"tweetId":"630519354","gmtCreate":1642983867260,"gmtModify":1642983867372,"author":{"id":3582538202393061,"idStr":"3582538202393061","authorId":3582538202393061,"authorIdStr":"3582538202393061","name":"Zivcheah","avatar":"https://static.tigerbbs.com/d52882be9b594ebb5b5933851792d286","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>O</body></html>","htmlText":"<html><head></head><body>O</body></html>","text":"O","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/630519354","repostId":1145163559,"repostType":4,"repost":{"id":"1145163559","kind":"news","pubTimestamp":1642981561,"share":"https://www.laohu8.com/m/news/1145163559?lang=zh_CN&edition=full","pubTime":"2022-01-24 07:46","market":"us","language":"en","title":"Tesla Earnings Outlook: Here's What Wall Street Expects<blockquote>特斯拉盈利展望：这是华尔街的预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145163559","media":"TheStreet","summary":"On January 26, it will be Tesla's turn to report fiscal fourth-quarter earnings results. Here's what","content":"<html><head></head><body>On January 26, it will be Tesla&#39;s turn to report fiscal fourth-quarter earnings results. Here&#39;s what analysts are saying ahead of the release.<blockquote><html><head></head><body>1月26日，将轮到特斯拉公布第四财季财报结果。以下是分析师在发布前的说法。</body></html></blockquote>The $1 trillion market-cap company Tesla will report its fiscal fourth-quarter results after the closing bell on January 26. With the company already reporting record vehicle deliveries in quarter, as well as for full-year 2021, it&#39;s no surprise that Wall Street is bullish on Tesla.<blockquote>市值1万亿美元的特斯拉公司将于1月26日收盘后公布第四财季业绩。由于该公司已经报告了本季度以及2021年全年创纪录的汽车交付量，华尔街看好特斯拉也就不足为奇了。</blockquote>However, should investors expect another rally after earnings?<blockquote>然而，投资者是否应该期待财报公布后的另一次反弹？</blockquote><img src=\"https://static.tigerbbs.com/5f3dc7c2fa4b9378e69709d99f1cbb47\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"/>Figure 1: Tesla Stock Earnings: Here&#39;s What Wall Street Expects<blockquote>图1：特斯拉股票收益：这是华尔街的预期</blockquote>A Recap of Third-Quarter Earnings<blockquote>第三季度收益回顾</blockquote>In the company&#39;s most recent earnings report, released on October 20, 2021, Tesla easily beat both its earnings per share (EPS) and revenue estimates. As a result, the stock skyrocketed more than 40% through early November and pushed Tesla into a select group of companies with market caps above $1 trillion.<blockquote>在该公司于2021年10月20日发布的最新收益报告中，特斯拉轻松超出了每股收益(EPS)和收入预期。结果，截至11月初，该股飙升了40%以上，并将特斯拉推入了市值超过1万亿美元的精选公司集团。</blockquote>Tesla reported EPS of $1.86, which was 25 cents above Wall Street&#39;s expectations. And its third-quarter revenue of $13.76 billion beat the consensus estimate by $54.6 million. That marked a 56% increase, compared with the same period last year.<blockquote>特斯拉公布的每股收益为1.86美元，比华尔街预期高出25美分。其第三季度营收为137.6亿美元，比市场普遍预期高出5460万美元。与去年同期相比，增长了56%。</blockquote>One of the key metrics that generated the most excitement in the markets was Tesla&#39;s delivery of 241,391 vehicles in the third quarter. This set a new record for the company and beat analysts&#39; expectations.<blockquote>最令市场兴奋的关键指标之一是特斯拉第三季度交付了241,391辆汽车。这创下了该公司的新纪录，也超出了分析师的预期。</blockquote>According to Tesla’s management, the third quarter set records in several aspects, highlighting best-ever net income, operating profit, and gross profit.<blockquote>特斯拉管理层表示，第三季度在多个方面创下了纪录，净利润、营业利润和毛利润均创历史新高。</blockquote>Tesla&#39;s Fourth-Quarter Earnings Expectations<blockquote>特斯拉第四季度盈利预期</blockquote>Management&#39;s forecast for the fourth quarter indicates that Tesla is focused on growing manufacturing capacity as fast as possible. The company aims to achieve 40% average annual growth in vehicle deliveries by ramping up production at its gigafactories in Berlin, Germany, and Austin, Texas.<blockquote>管理层对第四季度的预测表明，特斯拉专注于尽快提高制造能力。该公司的目标是通过提高位于德国柏林和德克萨斯州奥斯汀的超级工厂的产量，实现汽车交付量年均40%的增长。</blockquote>On the cash and profit fronts, Tesla assures investors that it has sufficient liquidity to fund the product roadmap in line with its long-term capacity to grow production, with operating margins continuing to grow over time.<blockquote>在现金和利润方面，特斯拉向投资者保证，它有足够的流动性为产品路线图提供资金，符合其长期增产能力，营业利润率将随着时间的推移持续增长。</blockquote>As announced by the company on January 2, in the fourth quarter, Tesla achieved production of more than 305,000 vehicles and deliveries of more than 308,000 vehicles — far beyond the 263,026 that experts were expecting. That makes the 2021 total of vehicles delivered more than 936,000.<blockquote>正如该公司1月2日宣布的那样，第四季度，特斯拉实现了超过305,000辆汽车的产量和超过308,000辆汽车的交付量——远远超出了专家预期的263,026辆。这使得2021年交付的车辆总数超过936,000辆。</blockquote>So for fourth-quarter earnings, expectations are higher. Wall Street forecasts earnings per share of $2.35 and revenues of $16.65 billion, which indicates an increase in EPS estimates of 193% year-over-year and revenue estimates of more than 55% year-over-year.<blockquote>因此，对于第四季度的收益，预期更高。华尔街预测每股收益为2.35美元，营收为166.5亿美元，这表明每股收益预期同比增长193%，营收预期同比增长55%以上。</blockquote><img src=\"https://static.tigerbbs.com/d4fd9d328fcc229515492f9911bcba8e\" tg-width=\"873\" tg-height=\"408\" width=\"100%\" height=\"auto\"/>Figure 2: Tesla&#39;s EPS surprise and estimates by quarter.<blockquote>图2：特斯拉按季度的每股收益惊喜和预期。</blockquote>What Wall Street Experts Are Saying Ahead of Earnings<blockquote>华尔街专家在财报发布前的言论</blockquote>The consensus among Wall Street is generally bullish. Tesla has been labeled a moderate buy and has an average price target of $1,057.39, implying an upside of 6% from current levels.<blockquote>华尔街的共识普遍看涨。特斯拉被贴上适度买入的标签，平均目标价为1,057.39美元，这意味着较当前水平上涨6%。</blockquote>Listed below are some of the latest ratings provided by Wall Street experts:<blockquote>下面列出了华尔街专家提供的一些最新评级：</blockquote><ul><li>With a hold recommendation on TSLA, and with a price target at $1,025, Credit Suisse analyst Dan Levy views Tesla&#39;s stock performance with skepticism based on four pillars: the acceleration of production capacity, the direction of gross profit margins, the introduction of new batteries, and new product announcements.</li></ul><ul><li>Bullish with a buy recommendation and forecasting a $1,300 price target, Piper Sandler analyst Alexander Potter highlights the 309,000 vehicles reported by the company in the fourth quarter above Wall Street&#39;s 270,000 forecast, indicating that more cars mean more earnings and that Tesla should earn $2.50 a share in Q4.</li></ul><ul><li>Jefferies analyst Philippe Houchois is another bull who recommends buying TSLA. He predicts a price target of $1,400. According to him, he sees Tesla as an EV leader ahead of its peers, growing rapidly and delivering vehicles above market estimates.</li></ul><ul><li>Dan Ives from Wedbush, is another convicted bull. With a buy recommendation and a $1,400 price target, the analyst sees the Austin and Berlin gigafactories, as well as lower operating costs, as key to Tesla&#39;s growth through 2022. He cites scaled battery technology as Tesla&#39;s differentiator against its competitors.</li></ul><ul><li>Pierre Farragu from New Street expectsTesla shares to &#34;sustainably trade&#34; in the 50-100 price-to-earnings valuation range. With a buy recommendation and a $1,580 price target, he predicts a &#34;perfect storm&#34; for TSLA in 2022 as production ramps up and gigafactories go online. This leads him to forecast a production run rate to over 1.8 million by the end of 2022 if chip shortages do not become a significant headwind.</li></ul></body></html><blockquote><ul><li>瑞士信贷分析师Dan Levy对TSLA给予持有建议，目标价为1,025美元，他基于四大支柱对特斯拉的股票表现持怀疑态度：产能加速、毛利率方向、新电池的推出和新产品发布。</li></ul><ul><li>Piper Sandler分析师Alexander Potter给出了买入建议并预测目标价为1,300美元，他强调该公司第四季度报告的汽车销量为309,000辆，高于华尔街预测的270,000辆，这表明更多的汽车意味着更多的收益，特斯拉应该会盈利2.50美元第四季度每股。</li></ul><ul><li>杰富瑞(Jefferies)分析师Philippe Houchois是另一位建议买入特斯拉的看涨者。他预测目标价为1,400美元。据他介绍，他认为特斯拉是领先于同行的电动汽车领导者，增长迅速，交付的车辆超出了市场预期。</li></ul><ul><li>来自韦德布什的丹·艾夫斯是另一个被定罪的公牛。该分析师给予买入建议和1,400美元的目标价，认为Austin和Berlin超级工厂以及较低的运营成本是特斯拉2022年增长的关键。他认为规模化电池技术是特斯拉相对于竞争对手的优势。</li></ul><ul><li>New Street的Pierre Farragu预计特斯拉股票将在50-100的市盈率估值范围内“可持续交易”。他给出了买入建议和1,580美元的目标价，并预测随着产量的增加和超级工厂的上线，特斯拉在2022年将迎来一场“完美风暴”。这使他预测，如果芯片短缺不成为重大阻力，到2022年底，产量将超过180万辆。</li></ul></blockquote>","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 Outlook: Here's What Wall Street Expects<blockquote>特斯拉盈利展望：这是华尔街的预期</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 Outlook: Here's What Wall Street Expects<blockquote>特斯拉盈利展望：这是华尔街的预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2022-01-24 07:46\n\n</h4>\n</header>\n<article>\n<html><head></head><body>On January 26, it will be Tesla&#39;s turn to report fiscal fourth-quarter earnings results. Here&#39;s what analysts are saying ahead of the release.<blockquote><html><head></head><body>1月26日，将轮到特斯拉公布第四财季财报结果。以下是分析师在发布前的说法。</body></html></blockquote>The $1 trillion market-cap company Tesla will report its fiscal fourth-quarter results after the closing bell on January 26. With the company already reporting record vehicle deliveries in quarter, as well as for full-year 2021, it&#39;s no surprise that Wall Street is bullish on Tesla.<blockquote>市值1万亿美元的特斯拉公司将于1月26日收盘后公布第四财季业绩。由于该公司已经报告了本季度以及2021年全年创纪录的汽车交付量，华尔街看好特斯拉也就不足为奇了。</blockquote>However, should investors expect another rally after earnings?<blockquote>然而，投资者是否应该期待财报公布后的另一次反弹？</blockquote><img src=\"https://static.tigerbbs.com/5f3dc7c2fa4b9378e69709d99f1cbb47\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"/>Figure 1: Tesla Stock Earnings: Here&#39;s What Wall Street Expects<blockquote>图1：特斯拉股票收益：这是华尔街的预期</blockquote>A Recap of Third-Quarter Earnings<blockquote>第三季度收益回顾</blockquote>In the company&#39;s most recent earnings report, released on October 20, 2021, Tesla easily beat both its earnings per share (EPS) and revenue estimates. As a result, the stock skyrocketed more than 40% through early November and pushed Tesla into a select group of companies with market caps above $1 trillion.<blockquote>在该公司于2021年10月20日发布的最新收益报告中，特斯拉轻松超出了每股收益(EPS)和收入预期。结果，截至11月初，该股飙升了40%以上，并将特斯拉推入了市值超过1万亿美元的精选公司集团。</blockquote>Tesla reported EPS of $1.86, which was 25 cents above Wall Street&#39;s expectations. And its third-quarter revenue of $13.76 billion beat the consensus estimate by $54.6 million. That marked a 56% increase, compared with the same period last year.<blockquote>特斯拉公布的每股收益为1.86美元，比华尔街预期高出25美分。其第三季度营收为137.6亿美元，比市场普遍预期高出5460万美元。与去年同期相比，增长了56%。</blockquote>One of the key metrics that generated the most excitement in the markets was Tesla&#39;s delivery of 241,391 vehicles in the third quarter. This set a new record for the company and beat analysts&#39; expectations.<blockquote>最令市场兴奋的关键指标之一是特斯拉第三季度交付了241,391辆汽车。这创下了该公司的新纪录，也超出了分析师的预期。</blockquote>According to Tesla’s management, the third quarter set records in several aspects, highlighting best-ever net income, operating profit, and gross profit.<blockquote>特斯拉管理层表示，第三季度在多个方面创下了纪录，净利润、营业利润和毛利润均创历史新高。</blockquote>Tesla&#39;s Fourth-Quarter Earnings Expectations<blockquote>特斯拉第四季度盈利预期</blockquote>Management&#39;s forecast for the fourth quarter indicates that Tesla is focused on growing manufacturing capacity as fast as possible. The company aims to achieve 40% average annual growth in vehicle deliveries by ramping up production at its gigafactories in Berlin, Germany, and Austin, Texas.<blockquote>管理层对第四季度的预测表明，特斯拉专注于尽快提高制造能力。该公司的目标是通过提高位于德国柏林和德克萨斯州奥斯汀的超级工厂的产量，实现汽车交付量年均40%的增长。</blockquote>On the cash and profit fronts, Tesla assures investors that it has sufficient liquidity to fund the product roadmap in line with its long-term capacity to grow production, with operating margins continuing to grow over time.<blockquote>在现金和利润方面，特斯拉向投资者保证，它有足够的流动性为产品路线图提供资金，符合其长期增产能力，营业利润率将随着时间的推移持续增长。</blockquote>As announced by the company on January 2, in the fourth quarter, Tesla achieved production of more than 305,000 vehicles and deliveries of more than 308,000 vehicles — far beyond the 263,026 that experts were expecting. That makes the 2021 total of vehicles delivered more than 936,000.<blockquote>正如该公司1月2日宣布的那样，第四季度，特斯拉实现了超过305,000辆汽车的产量和超过308,000辆汽车的交付量——远远超出了专家预期的263,026辆。这使得2021年交付的车辆总数超过936,000辆。</blockquote>So for fourth-quarter earnings, expectations are higher. Wall Street forecasts earnings per share of $2.35 and revenues of $16.65 billion, which indicates an increase in EPS estimates of 193% year-over-year and revenue estimates of more than 55% year-over-year.<blockquote>因此，对于第四季度的收益，预期更高。华尔街预测每股收益为2.35美元，营收为166.5亿美元，这表明每股收益预期同比增长193%，营收预期同比增长55%以上。</blockquote><img src=\"https://static.tigerbbs.com/d4fd9d328fcc229515492f9911bcba8e\" tg-width=\"873\" tg-height=\"408\" width=\"100%\" height=\"auto\"/>Figure 2: Tesla&#39;s EPS surprise and estimates by quarter.<blockquote>图2：特斯拉按季度的每股收益惊喜和预期。</blockquote>What Wall Street Experts Are Saying Ahead of Earnings<blockquote>华尔街专家在财报发布前的言论</blockquote>The consensus among Wall Street is generally bullish. Tesla has been labeled a moderate buy and has an average price target of $1,057.39, implying an upside of 6% from current levels.<blockquote>华尔街的共识普遍看涨。特斯拉被贴上适度买入的标签，平均目标价为1,057.39美元，这意味着较当前水平上涨6%。</blockquote>Listed below are some of the latest ratings provided by Wall Street experts:<blockquote>下面列出了华尔街专家提供的一些最新评级：</blockquote><ul><li>With a hold recommendation on TSLA, and with a price target at $1,025, Credit Suisse analyst Dan Levy views Tesla&#39;s stock performance with skepticism based on four pillars: the acceleration of production capacity, the direction of gross profit margins, the introduction of new batteries, and new product announcements.</li></ul><ul><li>Bullish with a buy recommendation and forecasting a $1,300 price target, Piper Sandler analyst Alexander Potter highlights the 309,000 vehicles reported by the company in the fourth quarter above Wall Street&#39;s 270,000 forecast, indicating that more cars mean more earnings and that Tesla should earn $2.50 a share in Q4.</li></ul><ul><li>Jefferies analyst Philippe Houchois is another bull who recommends buying TSLA. He predicts a price target of $1,400. According to him, he sees Tesla as an EV leader ahead of its peers, growing rapidly and delivering vehicles above market estimates.</li></ul><ul><li>Dan Ives from Wedbush, is another convicted bull. With a buy recommendation and a $1,400 price target, the analyst sees the Austin and Berlin gigafactories, as well as lower operating costs, as key to Tesla&#39;s growth through 2022. He cites scaled battery technology as Tesla&#39;s differentiator against its competitors.</li></ul><ul><li>Pierre Farragu from New Street expectsTesla shares to &#34;sustainably trade&#34; in the 50-100 price-to-earnings valuation range. With a buy recommendation and a $1,580 price target, he predicts a &#34;perfect storm&#34; for TSLA in 2022 as production ramps up and gigafactories go online. This leads him to forecast a production run rate to over 1.8 million by the end of 2022 if chip shortages do not become a significant headwind.</li></ul></body></html><blockquote><ul><li>瑞士信贷分析师Dan Levy对TSLA给予持有建议，目标价为1,025美元，他基于四大支柱对特斯拉的股票表现持怀疑态度：产能加速、毛利率方向、新电池的推出和新产品发布。</li></ul><ul><li>Piper Sandler分析师Alexander Potter给出了买入建议并预测目标价为1,300美元，他强调该公司第四季度报告的汽车销量为309,000辆，高于华尔街预测的270,000辆，这表明更多的汽车意味着更多的收益，特斯拉应该会盈利2.50美元第四季度每股。</li></ul><ul><li>杰富瑞(Jefferies)分析师Philippe Houchois是另一位建议买入特斯拉的看涨者。他预测目标价为1,400美元。据他介绍，他认为特斯拉是领先于同行的电动汽车领导者，增长迅速，交付的车辆超出了市场预期。</li></ul><ul><li>来自韦德布什的丹·艾夫斯是另一个被定罪的公牛。该分析师给予买入建议和1,400美元的目标价，认为Austin和Berlin超级工厂以及较低的运营成本是特斯拉2022年增长的关键。他认为规模化电池技术是特斯拉相对于竞争对手的优势。</li></ul><ul><li>New Street的Pierre Farragu预计特斯拉股票将在50-100的市盈率估值范围内“可持续交易”。他给出了买入建议和1,580美元的目标价，并预测随着产量的增加和超级工厂的上线，特斯拉在2022年将迎来一场“完美风暴”。这使他预测，如果芯片短缺不成为重大阻力，到2022年底，产量将超过180万辆。</li></ul></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/tesla-stock-earnings-heres-what-wall-street-expects\">TheStreet</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.thestreet.com/memestocks/reddit-trends/tesla-stock-earnings-heres-what-wall-street-expects","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145163559","content_text":"On January 26, it will be Tesla's turn to report fiscal fourth-quarter earnings results. Here's what analysts are saying ahead of the release.The $1 trillion market-cap company Tesla will report its fiscal fourth-quarter results after the closing bell on January 26. With the company already reporting record vehicle deliveries in quarter, as well as for full-year 2021, it's no surprise that Wall Street is bullish on Tesla.However, should investors expect another rally after earnings?Figure 1: Tesla Stock Earnings: Here's What Wall Street ExpectsA Recap of Third-Quarter EarningsIn the company's most recent earnings report, released on October 20, 2021, Tesla easily beat both its earnings per share (EPS) and revenue estimates. As a result, the stock skyrocketed more than 40% through early November and pushed Tesla into a select group of companies with market caps above $1 trillion.Tesla reported EPS of $1.86, which was 25 cents above Wall Street's expectations. And its third-quarter revenue of $13.76 billion beat the consensus estimate by $54.6 million. That marked a 56% increase, compared with the same period last year.One of the key metrics that generated the most excitement in the markets was Tesla's delivery of 241,391 vehicles in the third quarter. This set a new record for the company and beat analysts' expectations.According to Tesla’s management, the third quarter set records in several aspects, highlighting best-ever net income, operating profit, and gross profit.Tesla's Fourth-Quarter Earnings ExpectationsManagement's forecast for the fourth quarter indicates that Tesla is focused on growing manufacturing capacity as fast as possible. The company aims to achieve 40% average annual growth in vehicle deliveries by ramping up production at its gigafactories in Berlin, Germany, and Austin, Texas.On the cash and profit fronts, Tesla assures investors that it has sufficient liquidity to fund the product roadmap in line with its long-term capacity to grow production, with operating margins continuing to grow over time.As announced by the company on January 2, in the fourth quarter, Tesla achieved production of more than 305,000 vehicles and deliveries of more than 308,000 vehicles — far beyond the 263,026 that experts were expecting. That makes the 2021 total of vehicles delivered more than 936,000.So for fourth-quarter earnings, expectations are higher. Wall Street forecasts earnings per share of $2.35 and revenues of $16.65 billion, which indicates an increase in EPS estimates of 193% year-over-year and revenue estimates of more than 55% year-over-year.Figure 2: Tesla's EPS surprise and estimates by quarter.What Wall Street Experts Are Saying Ahead of EarningsThe consensus among Wall Street is generally bullish. Tesla has been labeled a moderate buy and has an average price target of $1,057.39, implying an upside of 6% from current levels.Listed below are some of the latest ratings provided by Wall Street experts:With a hold recommendation on TSLA, and with a price target at $1,025, Credit Suisse analyst Dan Levy views Tesla's stock performance with skepticism based on four pillars: the acceleration of production capacity, the direction of gross profit margins, the introduction of new batteries, and new product announcements.Bullish with a buy recommendation and forecasting a $1,300 price target, Piper Sandler analyst Alexander Potter highlights the 309,000 vehicles reported by the company in the fourth quarter above Wall Street's 270,000 forecast, indicating that more cars mean more earnings and that Tesla should earn $2.50 a share in Q4.Jefferies analyst Philippe Houchois is another bull who recommends buying TSLA. He predicts a price target of $1,400. According to him, he sees Tesla as an EV leader ahead of its peers, growing rapidly and delivering vehicles above market estimates.Dan Ives from Wedbush, is another convicted bull. With a buy recommendation and a $1,400 price target, the analyst sees the Austin and Berlin gigafactories, as well as lower operating costs, as key to Tesla's growth through 2022. He cites scaled battery technology as Tesla's differentiator against its competitors.Pierre Farragu from New Street expectsTesla shares to \"sustainably trade\" in the 50-100 price-to-earnings valuation range. With a buy recommendation and a $1,580 price target, he predicts a \"perfect storm\" for TSLA in 2022 as production ramps up and gigafactories go online. This leads him to forecast a production run rate to over 1.8 million by the end of 2022 if chip shortages do not become a significant headwind.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2751,"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":1,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}

Tesla Earnings Outlook: Here's What Wall Street Expects<blockquote>特斯拉盈利展望：这是华尔街的预期</blockquote>

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