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Alright, here’s an analysis of Tesla’s recent financial statement and Elon Musk’s meeting, interpreted and enhanced with additional details:
**Tesla’s Quarterly Statement: The Main Points**
* **Musk’s Perspective:** This Wednesday, Elon Musk and his colleagues discussed the outlook, highlighting autonomous driving tech and the Optimus bot.
* **Figures Disappointed:** Prior to the meeting, Tesla released a quarterly statement that wasn’t stellar. Income and earnings fell short of anticipations.
* **Autonomous Driving Approaching:** Musk states Tesla intends to introduce independent autonomous driving tech as a premium feature, beginning in particular regions in June.
Fundamentally, Tesla’s newest earnings statement and meeting provided us with a glimpse into the firm’s strategies for autonomous driving technology and its Optimus humanoid robot.
Prior to the meeting, the economic report indicated that Tesla’s income and adjusted earnings were beneath anticipations. This occurred after the firm reported its first-ever year-over-year decrease in vehicle deliveries.
**Significant Advancements**
* **Complete Autonomous Driving (FSD) is Approaching (Potentially):** Musk mentioned Tesla vehicles are autonomously driving themselves at the Fremont factory in California. They intend to replicate this in Austin, Texas. He anticipates independent autonomous driving tech to debut in Texas and California around June, as a subscription feature. Additional regions might follow later this year.
* **Robotaxis Approaching?:** Once the autonomous driving system receives approval, Tesla could introduce its initial Cybercab robotaxis. Musk noted they might even commence utilizing their internal fleet for independent operations in numerous cities by year’s end.
* **Your Tesla as a Robotaxi?:** Musk proposed that Tesla possessors might have the option to lease their vehicles for autonomous journeys next year. Nevertheless, he joked that he’s been recognized to create assurances he doesn’t consistently fulfill.
## Varied Opinions on Tesla Shares from Experts
Morgan Stanley’s experts are optimistic, assigning an “overweight” grade with a $430 cost objective. They are thrilled about Tesla’s concentration on humanoid robots (Optimus) and AI, much more than its present vehicle enterprise.
Oppenheimer’s experts are more wary, specifically about Tesla’s self-riding tech. They are not satisfied about the timeline, given beyond overall performance.
JPMorgan Chase’s experts are the maximum doubtful, announcing Tesla’s inventory is indifferent from truth. They recommend buyers to be careful, noting that even as monetary objectives are being decreased, the inventory fee and analyst objectives are going up. They reiterated their “underweight” grade with a $135 objective, stating the inventory’s upward thrust is not related to Q4 consequences or 2025 forecasts.
## Tesla Forecasts Delivery Increase Will Return in 2025
Tesla states deliveries will amplify once more in 2025, after its first-ever annual decline.
JPMorgan Chase highlights that this “return to increase” forecast isn’t as wonderful because the 20-30% increase Tesla executives expected for 2025 in a preceding call. Tesla’s 2024 deliveries fell year-over-year for the primary time, from 1.81 million to 1.79 million. Experts anticipate Tesla to supply round 1.94 million motors in 2025, approximately an 8% increase.
## Optimus Income May Attain Trillions
*(This headline stands alone and is self-explanatory)*
Once more, Elon Musk voiced his hopeful outlook on the advancement of Tesla’s android automaton, Optimus, restating his conviction that mechanical beings will in time turn into a more substantial income stream for Tesla compared to automobiles.
He affirmed the previous day that he imagines the complete income prospect for robots to exist in the trillions of dollars.
He alluded to the firm’s anticipation to manufacture thousands of robots this annum to execute assignments in Tesla manufacturing plants, with the capacity to vend them to other establishments for analogous industrial facility labor in the latter portion of the coming annum. Toncoin (TON) Value Forecast for March 26th
