Automobiles U.S. Community

Tesla Inc. (TSLA) is a global leader in electric vehicles (EVs), energy storage, and solar solutions.

Key Takeaways Ford’s failure to launch a meaningful EV campaign will see them lose out in Europe and Asia. Increase labor costs following Union strikes will put pressure on Automotive EBIT margins Strict credit conditions over the next few years will hurt Ford’s sales volumes and financing margins Catalysts Rising Competition In EV Market Will Limit Sales Growth Trajectory Ford was one of the many manufacturers that have had to realign their focus with climate action in mind.

Key Takeaways Tesla’s auto market share will grow but less than investors expect The semi will contribute $17.5B if its value proposition matches that of ICE trucks Energy revenues will reach $16.7B in 2028 as industry tailwinds support continued growth If FSD wins, it’s at risk of being shared by government safety mandates PE will re-rate lower in long term to be similar to current auto peers Business has great growth prospects, but even they don’t justify current price Catalysts Tesla’s TAM and Market Share Has Limitations In the last 4 quarters ending Q2’23, Tesla has delivered 1,638,123 vehicles. Approximately 46.8% of total sales are made in the U.S. and we can use this as a basis to estimate the number of vehicles sold in the U.S., which comes out to 766,478.

Key Takeaways Tesla’s Dojo supercomputer will empower them to develop more powerful products. Dojo will elevate Tesla’s Autopilot and Self-driving technology to become market-leading.

Catalysts FSD (Supervised): This is Tesla's Full Self-Driving technology. As it progresses towards full autonomy, consider the potential for mass adoption and its impact on Tesla's brand and sales.

Key Takeaways Investment in AI and new energy vehicle technology aims to enhance product experience, driving revenue and profitability through innovation and market expansion. Strategic global expansion and technology-driven cost strategies are expected to improve sales and net margins, boosting overall financial growth.

Key Takeaways Holley's strategic focus on leadership, digital enhancement, and multichannel optimization aims to boost revenue, consumer engagement, and market share. Operational improvements and financial discipline, including cost initiatives and debt reduction, are set to enhance profitability, stabilize revenue, and increase shareholder value.

Key Takeaways New contracts and strategic focus on EV components could enhance revenue and improve net margins, while solidifying presence in the EV market. Divesting non-core assets and optimizing R&D spending aims to bolster financial flexibility and focus on higher-margin growth areas, boosting future earnings.

Key Takeaways Expansion in India and Japan via distributor acquisition aims to boost growth through a direct sales model in underperforming markets. New product introductions and OEM partnerships, especially in Asia, could drive revenue by expanding channels and engaging new customers.