In Brief Tesla is nearly ready to start selling its electric vehicles in India, according to Bloomberg News, after years of flirting with the idea. The company is about to open its first showroom in Mumbai and could start deliveries as early as August, according to the report.A few hours after Bloomberg published its report, Tesla created an account specifically for its Indian operation on CEO Elon Musk’s social media platform X. The account has one post so far: an illustration of the Mumbai skyline with th ...

The EV party may still be raging on Wall Street, but JPMorgan just showed up to shut it down.In a bold call that's sure to spark debate, JPMorgan analyst Ryan Brinkman just named both Tesla Inc TSLA and Rivian Automotive Inc RIVN as top short ideas for the second half of 2025.His rationale? Sky-high valuations, shrinking subsidies, and a growing disconnect between expectations and reality.Tesla's Valuation Is In OverdriveLet's start with Tesla — the undisputed king of electric dreams. Trading at 142x forwar ...

VinFast 2025年上半年共向越南客户交付了67,569辆电动车。其中，6月在越南交付了11382辆电动汽 车。 ...

Tesla and Ford have a simple message for EV buyers after President Donald Trump's Big Beautiful Bill passed — buy, buy, buy. Automakers are racing to capitalize on a last-minute scramble from customers looking to snap up EVs before the crucial $7,500 tax credit expires later this year.With Trump's tax and spending bill passing last week, electric vehicle buyers have until September 30th to get $7,500 off a new US-made EV or $4,000 off a used vehicle. Tesla, in particular, is emphasizing the approaching en ...

Tax credits for electric vehicles are about to end, and carmakers are trying to spur sales with rock-bottom prices.🔗: https://t.co/cbihmAPTxk https://t.co/DemtJ40ONh ...

Elon Musk was on a date in his 20s asked a girl if she thought about electric vehicles… she responded no and Elon said I think about them a lot. 🤪🤣🤣🤣https://t.co/JgMmiSyevF ...

July 10, 2025 03:51 AM GMT Investor Presentation | Asia Pacific China Autos Overview | M | | | | --- | --- | --- | | | | Foundation | | July 10, 2025 03:51 AM GMT | | | | Investor Presentation Asia Pacific | Morgan Stanley Asia Limited+ | | | | Tim Hsiao | | | | Equity Analyst | | | China Autos Overview | Tim.Hsiao@morganstanley.com Stanley Wang | +852 2848-1982 | | | Research Associate Stanley.Wang@morganstanley.com | +852 2848-7382 | | | Peggy Wang | | | | Research Associate | | | | Peggy.Pc.Wang@morganst ...

Company Performance - Lucid Group's stock increased by 2.19% to $2.33, outperforming the S&P 500's daily gain of 0.28% [1] - Over the past month, Lucid Group's stock has risen by 4.59%, while the Auto-Tires-Trucks sector experienced a loss of 1.41% [1] Upcoming Earnings - Lucid Group is expected to report earnings of -$0.24 per share on August 5, 2025, reflecting a year-over-year growth of 17.24% [2] - The consensus estimate anticipates revenue of $292.12 million, indicating a 45.64% increase from the same quarter last year [2] Annual Estimates - For the annual period, the Zacks Consensus Estimates project earnings of -$0.92 per share and revenue of $1.35 billion, representing increases of 26.4% and 67.3% respectively from the previous year [3] Analyst Estimates and Stock Performance - Recent changes to analyst estimates for Lucid Group are important as they indicate shifts in near-term business trends, with positive revisions seen as a favorable sign for the business outlook [3] - The Zacks Rank system, which incorporates estimate changes, is used to evaluate stock performance, with Lucid Group currently holding a Zacks Rank of 4 (Sell) [5] Industry Context - The Automotive - Domestic industry, which includes Lucid Group, has a Zacks Industry Rank of 206, placing it in the bottom 17% of over 250 industries [6] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [6]

Group 1 - Tesla's stock declined nearly 7% following CEO Elon Musk's announcement of forming a new political party, reflecting investor concerns [2] - The company is expected to report earnings of approximately $0.44 per share, a 15% decrease year-over-year, with revenues projected to fall by 11% to $22.7 billion [2] - Tesla delivered 384,122 vehicles in Q2, marking a 13.5% decrease from 443,956 units in the same quarter last year, indicating weakening demand in key markets [2] Group 2 - Tesla's market capitalization stands at $946 billion, with annual revenue reaching $96 billion and operational profits of $7.1 billion, resulting in a net income of $6.4 billion [3] - The company's gross margins were reported at 16.3% in Q1, down from 17.4% the previous year and significantly lower than the 25% margins achieved in prior years [2] Group 3 - Historical data shows that Tesla has had 20 earnings data points over the last five years, with 60% of one-day post-earnings returns being positive, though this percentage drops to 50% in the last three years [4] - The median of positive one-day returns is 4.2%, while the median of negative returns is -6.1% [4]

Core Viewpoint - RBC Capital has raised its Tesla stock price target from $307 to $319, maintaining an Outperform rating, reflecting confidence in the company's performance and market position [1]. Group 1: Stock Performance and Analyst Ratings - The new Tesla stock price target of $319 is 8.5% above the average analyst prediction of $294 based on aggregate ratings [2]. - Analyst Tom Narayan noted that Tesla met analyst expectations with 384,000 vehicle deliveries in Q2, aligning with company-polled consensus [1]. - Tesla's market capitalization stands at $959.23 billion, reinforcing its leadership in the automotive sector [1]. Group 2: Financial Projections - RBC Capital projects Tesla's automotive gross margins, excluding regulatory credits, to reach 13.7% in Q2, slightly above the consensus estimate of 13.4% [3]. - For the end of the year, automotive gross margins (ex-credits) are anticipated to be 13.6%, which is slightly below the average forecast of 13.9% [3]. Group 3: Delivery Expectations - RBC Capital predicts a 7% year-over-year decline in Tesla's total vehicle deliveries, which is a more optimistic outlook compared to the broader market prediction of an 8% decline [4].