Even the crowd is the permanent ascension of analysts who cover Timing He was warned of disappointing results in the Q1, a view indicated by the weak records of the quarter reported in early April.
But the numbers issued after the market closed on April 22 were much worse than expected. Car sales fell by 20 % during the same period last year to $ 14 billion. Despite the 12 -month strong gains in the artificial and residential batteries storage concession, the total revenue decreased by 9 %. The decrease in profitability in sales decreased, which led to a decrease in net income by 40 % to $ 409 million, much lower than expectations of more than $ 600 million by Wall Street.
In the wake of the bad Q4 report, but not freely, this writer presented a new concept to measure the repetitive TESLA profits and provisions created by its current works-including cars and batteries exclusively, as well as a small service unit. To get there, these gains were canceled once as a major tax benefit in the last quarter of 2023, and non -cash profits for the acquisition of $ 600 million of bitcoin possesses in the fourth quarter. The profits were also canceled from the sale of organizational credits to competing car makers, a benefit that Musk itself says will prove quickly.
What we call these extremist profits shows the extent of what is justified by the giant Tesla Party-which is justified by 812 billion dollars-what it is doing now, although its current works are declining, and the amount of promises to cars and self-driving programs. To date, these assurances have proven a continuous horizon.
In the past quarter, Tesla I lost money On “hardline” companies
To reach this number, it started with a net profit of $ 409 million, and put its profit after deducting taxes from the sale of RG credits. This number is $ 433 million, and it represents more than 100 % of Tesla’s total profits. Over the past four, Tesla’s “hardcore” has been published, and we hope it will be “repetition” $ 3.5 billion. Consequently, it is now sold at the rate of P/E for more than 230 (evaluation of $ 812 billion divided into my profit of $ 3.5 billion.) By the way, at its peak in 2022, the “militants number” in Tesla for this year approximately $ 12 billion, over three times what he achieved in 12 months.
Let’s give the business of P/E out of 20, twice the average global industry, just to be generous. This puts the value of its operations, which is currently 70 billion dollars. The full team of $ 742 billion is basically a blind vote of confidence that Musk will achieve years of profits from here rarely witnessed in the records of capitalism and no one has achieved by a player at the age of Tesla and its size.
If you want to return 10 % of here, the price of Tesla will need to double from $ 235 to $ 470 in seven years. Of course, Musk’s Machine arrived there just two months ago. But the future looks very dimose now than it was on the upcoming days after Trump was elected. Hitting value means that the Tesla market cover must also double, to more than $ 1.6 trillion. In A, again, generous forecasts of 30 P/E, net profits required for more than $ 50 billion. Cars will not do it. Tesla will need to earn half of what apple It is now born on privileges that remain today world of gauze assurances.
Musk seems again to bother investor minds
Tesla Q1 blame for the miserable performance for “uncertainty in the car and energy market [that] It continues to increase as the advanced trade policy rapidly affects the global supply chain and the cost structure in Tesla and our peers. In other words, the head of musk at the White House announced at your home
The market chant, at least now. In trading after working hours on April 22, Tesla gained 3.5 % after a jump by 4.6 % during the day. In the movie “The Music Man”, the seller of the seller, Henry Hill, brushed the inhabitants of the good city in the city of the Merhint River in paying a tonn of Trombone and chlinies who have always been about to reach. Institute WordPlay Hill visions of a great march band poisoning his fans.
The music man had nothing on Elon Musk.
This story was originally shown on Fortune.com
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2025-04-22 22:27:00
