Episode Transcript
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Speaker 1 (00:00):
Tesla shares are trading around three hundred twenty nine United
States dollars as of the most recent market close, with
the stock experiencing minor games and relatively flat movement heading
into today. Trading volume during the last session registered at
approximately seventy five to ninety three million shares, which is
below the recent daily average of nearly one hundred million shares,
(00:21):
indicating somewhat cooled trading activity. For now. The company's current
market capitalization stands slightly above one trillion United States dollars,
highlighting Tesla's sustained place among the most valuable companies globally. Recently,
Tesla has been at the center of considerable investor attention
ahead of its quarterly earnings report scheduled for July twenty three.
(00:44):
Wall Street's consensus expectation is for Tesla to report earnings
per share near forty United States since on revenues in
the ballpark of twenty two billion United States dollars. Notably,
Elon Musk has reignited optimism by stating he is working
at every day on advancing the company's artificial intelligence ambitions,
emphasizing the future potential of robot taxis and robotics, although
(01:08):
these technologies have yet to make a decisive impact on
cash flow. Despite this, fundamental challenges are apparent. Automatical deliveries
for the second quarter totaled just over three hundred and
eighty four thousand units, a significant year over year decline
of about thirteen percent, reflecting possible softness in both United
States and international markets. Tesla's share of the electric vehicle
(01:31):
segment in the United States has dropped below fifty percent
compared to more than seventy five percent three years ago,
and European registrations have plummeted by thirty seven percent since
the start of the year, even as overall electric vehicle
adoption in the region rows, Analyst sentiment is mixed, with
Canter Fitzgerald maintaining an overweight rating and a price target
(01:53):
of three thirty five United States dollars, suggesting limited upside
in the near term. Dertsche Bank's target is just slightly
lower at three hundred forty five United States dollars, hinging
optimism on the potential launch of a low cost model
later this year. However, Barclay's notes caution, with a target
of two hundred seventy five United States dollars, citing weaker
(02:14):
fundamentals and projecting a possible ten percent volume decline in
twenty twenty five. Heading into a historically weak seasonal period,
with only about twenty two percent of late July trading
windows resulting in gains over the last decade, many investors
remain wary. Tesla has responded by rolling out discounts, new incentives,
and personnel ships in its sales team to address slowing demand.
(02:37):
The path forward for the stock now depends heavily on
the upcoming earnings call and whether Elon Musk can deliver
a credible strategy to reassure the market