Tesla (TSLA) announced its third-quarter financials last night. While the electric vehicle giant delivered better-than-expected sales, its bottom line came below the Street’s expectations. The quarterly report was hardly disappointing, with Tesla achieving record highs in both vehicle deliveries and free cash flow. Despite record deliveries and strong free cash flow, TSLA stock is trading lower in the morning session. The muted market response suggests that investors were hoping for even stronger performa ...

Financial Performance - GAAP operating income was $1.6 billion[6] - GAAP net income was $1.4 billion[6] - Non-GAAP net income reached $1.8 billion[6] - Operating cash flow amounted to $6.2 billion[6] - Free cash flow hit a record of nearly $4.0 billion[6] - Cash and investments increased by $4.9 billion to reach $41.6 billion[6] Revenue Growth - Total revenue increased by 12% year-over-year to $28.1 billion[9, 11] - Automotive revenue increased by 6% year-over-year to $21.205 billion[9] - Energy generation and storage revenue increased significantly by 44% year-over-year to $3.415 billion[9] - Services and other revenue grew by 25% year-over-year to $3.475 billion[9] Operational Highlights - Total vehicle deliveries increased by 7% year-over-year to 497,099 units[12] - Energy storage deployments saw a substantial increase of 81% year-over-year, reaching 12.5 GWh[12]

Core Insights - Tesla reported third-quarter revenue of $28.095 billion, a 12% year-over-year increase, surpassing the consensus estimate of $26.239 billion, marking the first revenue beat after four consecutive misses [1] - Automotive revenue reached $21.21 billion, up 6% year-over-year, driven by delivery increases, while earnings per share were 50 cents, missing the consensus estimate of 54 cents [2] - Operating income fell 40% year-over-year to $1.6 billion, with an operating margin of 5.8%, despite record deliveries of 497,099 vehicles and production of 447,450 vehicles [3] Financial Performance - The company reported a significant increase in digital assets, totaling $1.315 billion, primarily from Bitcoin holdings, up from $1.235 billion in the previous quarter [4] - Tesla ended the quarter with $41.6 billion in cash, indicating strong liquidity [4] Future Outlook - Tesla plans to launch new products, including the Model YL, Model Y Performance, and affordable versions of Model 3 and Model Y, aiming to leverage its scale and cost structure to navigate market dynamics [5] - The company is focused on long-term growth, with plans for volume production of the Cybercab, Tesla Semi, and Megapack 3 scheduled for 2026, and the Optimus Bot's production lines being installed [6] Market Reaction - Following the earnings report, Tesla's stock declined by 1.1% to $434.20 in after-hours trading, within a 52-week trading range of $212.11 to $488.54 [7]

大家好我是大鱼 特斯拉为什么 在最后一天 才发布新款 Model Y Performance呢？ 这简直是一场 教科书级别的 商业操作 它完美避开了 奥斯本效应 把7500 美金 的政府补贴 玩到极致 顺便再给所有 对手上一课 想知道马斯克 是怎么布下 这个局的吗？ 不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周三收盘是459.46% 全天上涨了 14.74%美元 涨幅是3.31% 成交量是 9711万股 目前市值 已经超过 1.5%万亿美元 当前股价 距离创下历史新高 还有6.5% 左右的涨幅 第一部分 Model Y Performance 压哨发布！ 什么叫神操作？ Tesla再最后一天 才亮出王牌 这就是神操作 就在美国联邦退税 7500 美金大限的 最后一天 所有人都以为 欸 就这样了 要买赶紧 没买拉倒 结果特斯拉 不早不晚 就在关门前那一刻 无预警地 给你端出了 一盘全新的菜 北美新款 Model Y Performance 正式上线！ 你说这时间点 是不是故意的？ 这简直就是 要再 最后一刻 「榨干」补贴！ 说一下 这款车的性能 零百加速 从之前的3.5% 秒 直接缩短 到 ...

https://t.co/tu4nztFwwGTesla (@Tesla):New Model Y Performance now available in the US– 3.3 secs 0-60– 155 mph top speed– 308 mi rangeHighlights– New front/rear fascia & carbon spoiler for better aerodynamics– Performance carbon spoiler = increased downforce, reduced drag– New 21" Arachnid wheels + tires with https://t.co/Tz9W28nR8G ...

BREAKING:New Model Y Performance now available in the US– 3.3 secs 0-60– 155 mph top speed– 308 mi range https://t.co/ofUwOINcqkTesla (@Tesla):New Model Y Performance now available in the US– 3.3 secs 0-60– 155 mph top speed– 308 mi rangeHighlights– New front/rear fascia & carbon spoiler for better aerodynamics– Performance carbon spoiler = increased downforce, reduced drag– New 21" Arachnid wheels + tires with https://t.co/Tz9W28nR8G ...

New Model Y Performance now available in the US– 3.3 secs 0-60– 155 mph top speed– 308 mi rangeHighlights– New front/rear fascia & carbon spoiler for better aerodynamics– Performance carbon spoiler = increased downforce, reduced drag– New 21" Arachnid wheels + tires with staggered fitment to improve grip & steering– Adaptive damping adjusts handling + suspension for a smooth, stable ride– New Drive Modes give you greater control for high-speed driving– Increased charge capacity thanks to high-density batter ...

Model Y Performance ❤️ https://t.co/VPmz0e97UF ...

🚨 NEWS: Giga Berlin Model Y Performance, now shipping!Tesla’s German-made beast is officially hitting the roads. $TSLA https://t.co/puR5CZM5swTesla Manufacturing (@gigafactories):Outbound of Model Y Performance in full progress! https://t.co/K5jRELWw8d ...

转自：智通财经 智通财经9月3日讯（编辑 齐灵）以下为各家券商对美股的最新评级和目标价： 目标价71.20美元。公司2QFY26业绩符合预期，数据中心业务创新高，光电互连产品需求旺盛，1.6T产 品开始出货。尽管3QFY26 ASIC业务指引偏弱，但长期受益AI定制芯片市场扩容，已获18个XPU项 目，未来18-24个月有望贡献数十亿美元收入。企业网络与运营商基础设施业务复苏，支撑业绩增长。 下调26-28年盈利预测，考虑短期增长承压，给予25x 26年调整后PE，维持"增持"评级。 （智通财经 齐灵） 海通国际维持霸王茶姬（CHA.O）优于大市评级，目标价22.7美元： 公司2Q收入33.3亿元，同比+10%，经调净利6.3亿元，同比持平。大中华门店扩张至7038间，同比增长 41%，海外业务GMV同比+77%，进入印尼及美国市场。品牌策略致单店GMV下滑，但核心客群稳健。 因外卖补贴减少及海外拓展成本，下调25-27年盈利预测，预计利润率承压。考虑增速放缓，下调估值 至2025年12倍PE，目标市值42亿美元，对应目标价22.7美元，维持评级。 第一上海维持特斯拉（TSLA.O）买入评级： 特斯拉持续推进 ...