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Key Takeaways Tesla is rolling out broad Model Y discounts and incentives to boost fourth-quarter sales.The offers include up to $2,000 off, free service bundles and 0% APR financing options.TSLA aims to clear inventory and stay competitive as lower-priced rivals intensify pressure.Electric Vehicle (EV) giant Tesla (TSLA) has introduced an all-out discount strategy to boost fourth-quarter sales numbers for Model Y. As the company is in the final leg of the year, it is offering a wide range of incentives to ...

大家好我是大鱼 华尔街分析师 Gordon Johnson 放话预测 Tesla股价将 暴跌至19美元 从当前的 446美元崩盘 这听似极端 但他历来预言 总会引发热议 尽管准确率堪忧 事实上 34位主流分析师 的平均目标价 大约393美元 顶尖者更看好 至500美元以上 寄希望于 FSD与Optimus 机器人颠覆产业 但我们也不能 忽略风险 电动车竞争在加剧 Tesla在部分市场的 市占率正出现下滑 Q4交付若疲软 股价就很可能 出现震荡 让我们理性拆解 这场预言风暴 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周四收盘是446.87% 全天下跌了 4.58%美元 跌幅是1.02% 成交量是 5513万股 最近华尔街又有 那个老熟人 跳出来喊话了 戈登·约翰逊 GLJ Research的头头 又重申他的神预测 他认为Tesla的股价 会跌到$19.05% 啥？ 从现在的 $446掉到19刀？ 这不是在说 Tesla要从 电动车王者 变成二手脚踏车吗？ 哈哈 我一听就乐了 这哥们儿的 预测准头 简直像在 猜乐透号码 偏偏每次都中 那个最惨的 说真的 Gordon这人 不是头一回了 从 ...

Core Insights - Ford and SK On have agreed to end their joint venture, which was initially established to invest $11.4 billion in battery production for electric vehicles [1][2] - Ford will take ownership of the battery plants in Kentucky, while SK On will operate the factory in Tennessee, maintaining a strategic partnership focused on the Tennessee facility [2] Industry Context - The joint venture was formed during a period of significant investment in electric vehicle production, but demand has not met the industry's high expectations [3] - The cessation of the federal EV tax credit has negatively impacted electric vehicle sales, contributing to the decision to dissolve the joint venture [3]

Core Insights - Lucid Group has achieved seven consecutive quarterly delivery records, driven by demand for the Gravity model, which has positively impacted average selling prices [1][2][6] - The company has extended its liquidity runway into 2027, with pro forma liquidity reaching approximately $5.5 billion, allowing for continued growth and preparation for new model launches [8][6] - Profitability remains a significant challenge, with Q3'25 GAAP gross margin reported at approximately negative 99%, impacted by tariffs and inventory build [9] Delivery and Sales Performance - The demand for the Gravity model has led to a rise in average selling prices, with expectations for continued growth in deliveries into Q4 2025 [2][6] - Revenue projections indicate an increase from $1.22 billion in 2025 to $2.49 billion in 2026, reflecting a strong upward sales trajectory [3] Product Development and Efficiency - The Atlas powertrain is designed to enhance efficiency and reduce costs, with a focus on fewer parts and integrated systems, supporting the launch of a midsize model in late 2026 [5][7] - Management plans to leverage the Atlas powertrain to improve gross margins as production volumes increase [7] Financial Position and Liquidity - As of the end of Q3'25, the company's liquidity was approximately $4.2 billion, bolstered by a $2 billion undrawn term loan facility, extending the funding runway into the first half of 2027 [8] - This financial flexibility is crucial for scaling the Gravity model and preparing for the midsize launch while pursuing efficiency initiatives [8] Margin Challenges and Monitoring - Despite positive sales mix trends, the company faces margin pressures, with tariffs compressing reported margins by about 13 percentage points [9] - Investors are advised to monitor the availability of the Gravity Touring model and the impact of a second shift launched in October to support higher output [10]

Core Insights - Rivian Automotive is set to launch a new electric vehicle (EV) that will compete with Tesla's Model Y while benefiting financially from its partnership with Volkswagen [1][2][5] Group 1: Stock Performance - Rivian's stock experienced a significant increase, rising 24.2% in November and an additional 5% in December, totaling a 32% increase for 2025 [1] - The company reported a gross profit of $24 million in Q3 2025, a notable improvement from a gross loss of $392 million in Q3 2024 [6] Group 2: Delivery Guidance and Revenue - Rivian narrowed its 2025 delivery guidance to between 41,500 and 43,500 vehicles, down from a previous range of 40,000 to 46,000 units [2] - The company's revenue surged 78% year over year to $1.5 billion, with automotive revenue increasing by 47% and software and services revenue skyrocketing by 324% to $416 million [4] Group 3: Partnership with Volkswagen - More than half of Rivian's software and services revenue is derived from its joint venture with Volkswagen, which is valued at $5.8 billion [5] - The partnership focuses on utilizing Rivian's electrical architecture and software stack, with plans for the launch of Rivian's R2 in 2026 and Volkswagen models in 2027 [5] Group 4: Future Prospects - Rivian's R2 model is expected to be a game changer, targeting the lucrative U.S. vehicle market with a price point around $50,000 [8] - Production and deliveries of the R2 are anticipated to begin in the first half of 2026, with an annual production capacity of 155,000 vehicles at its Illinois factory [8] - The company plans to construct a new plant in Georgia next year, which will have an annual capacity of 400,000 units [8]

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: Tesla CFO Vaibhav Taneja sold $1.1 million in stock in his latest sale this week, bringing the total value of shares sold between January and December to date to more than $19 million, according to company filings. Taneja, a veteran of the Austin, Texas-based electric vehicle maker who became CFO in 2023, made many of the sales as part of a trading arrangeme ...

Core Insights - Rivian Automotive, Inc. is a significant player in the electric vehicle market, particularly known for its R1T pickup and R1S SUV, which target the high-end segment similar to Tesla's early offerings [1] - The company's future growth is heavily reliant on the upcoming R2 mass-market SUV, priced at $45,000, which aims to broaden its market reach [1][3] Stock Performance - RBC Capital has updated Rivian's rating to "Sector Perform," suggesting investors hold the stock, which was priced at $17.54 at the time of the update [2] - The stock has experienced a slight decline to $17.51, reflecting a 0.14% drop, although it reached a yearly high of $18.17 [2] - Rivian's market capitalization stands at approximately $21.39 billion, with trading volumes exceeding 15.3 million shares [3] Market Activity - The stock has fluctuated between $17.43 and $18.17 recently, indicating active investor interest [3] - Over the past year, Rivian's stock has seen a low of $10.36, showcasing its volatility [3] Strategic Positioning - Rivian's strategy mirrors Tesla's successful approach by introducing a more affordable model to increase market volume, with the R2 SUV potentially doubling its stock value [3] - The successful capture of the mass market by the R2 SUV could significantly enhance Rivian's market presence, akin to Tesla's transformation with the Model 3 [3]

A slowdown in China’s electric vehicle (EV) sales has revived murmurs of another blow to Tesla (TSLA). While September saw the company’s EV sales grow 15.5% year-over-year, the growth rate slowed down to just 7.3% in October. In fact, overall car sales in China declined by 0.8% year-over-year, compared to a 6.6% increase in October. So, is this a cause for worry for the world’s largest automaker? Not really, simply because Tesla's sales in China have been weak for a while now. Tesla's sales saw a year-ove ...

Great thread showcasing the capabilities of FSD now. Also explains well what it’s like using FSD on road tripsHans C Nelson 🗽 (@HansCNelson):Had my first LOOONG road trip experience on V14 over the past week.It drove over 99.9% of all the miles for the whole trip.Holy smokes. It was so good!I don't care how fast an ICE car can fuel up.I NEVER want to drive that far without @tesla FSD again. https://t.co/GJyFRGMZN0 ...