Tesla's FSD Disappointments Weigh on Stock Performance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy TSLA?
Source: stocktwits
- FSD Underperformance: Analyst Gary Black highlighted that Tesla currently operates only nine robotaxis without safety monitors, representing about 2.1% of its fleet, indicating that its Full Self-Driving (FSD) technology has failed to meet market expectations, leading to declining investor confidence.
- Delivery Expectations Decline: Tesla is expected to release its first-quarter delivery figures on April 2, with market consensus estimating 365,645 vehicles delivered, which reflects an 8% increase year-over-year but a 24% decline from the previous quarter, showcasing volatility in market demand.
- Increased Competitive Pressure: Progress by Waymo intensifies competitive pressure on Tesla, as Waymo is currently delivering approximately 500,000 paid rides per week with a target of reaching 1 million rides by year-end, while Tesla still requires supervision, highlighting its lag in the autonomous driving sector.
- Retail Sentiment Shift: According to Stocktwits, retail sentiment for Tesla has shifted from 'extremely bullish' to 'bearish' over the past week, with message volume declining by over 70%, reflecting investor concerns regarding Tesla's future performance.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to rise
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 372.110
Low
25.28
Averages
401.93
High
600.00
Current: 372.110
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strong Stock Performance: Tesla (TSLA) shares have risen 36% over the past year, reflecting market confidence in its future, particularly in the potential of robotics and AI technologies.
- Executive Share Buyback: Elon Musk's announcement to purchase $1 billion worth of Tesla shares led to a 2.8% increase in stock price on September 16, indicating strong executive confidence and positive market sentiment.
- New Product Launch: At an event in Las Vegas, Tesla unveiled new products for its energy storage business, demonstrating strategic diversification despite challenges in its core electric vehicle segment.
- Earnings Miss Expectations: Tesla reported earnings per share of $0.50 for the third quarter, falling short of analysts' expectations of $0.56, yet the market remains optimistic about its long-term growth prospects, particularly due to investments in robotics.
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Tesla's FSD Disappointments Weigh on Stock Performance
- FSD Underperformance: Analyst Gary Black highlighted that Tesla currently operates only nine robotaxis without safety monitors, representing about 2.1% of its fleet, indicating that its Full Self-Driving (FSD) technology has failed to meet market expectations, leading to declining investor confidence.
- Delivery Expectations Decline: Tesla is expected to release its first-quarter delivery figures on April 2, with market consensus estimating 365,645 vehicles delivered, which reflects an 8% increase year-over-year but a 24% decline from the previous quarter, showcasing volatility in market demand.
- Increased Competitive Pressure: Progress by Waymo intensifies competitive pressure on Tesla, as Waymo is currently delivering approximately 500,000 paid rides per week with a target of reaching 1 million rides by year-end, while Tesla still requires supervision, highlighting its lag in the autonomous driving sector.
- Retail Sentiment Shift: According to Stocktwits, retail sentiment for Tesla has shifted from 'extremely bullish' to 'bearish' over the past week, with message volume declining by over 70%, reflecting investor concerns regarding Tesla's future performance.
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- Surging Oil Prices: Geopolitical tensions have pushed oil prices to $100 per barrel, exacerbating inflationary pressures that could negatively impact consumer spending and corporate profits.
- Tesla Deliveries Loom: Amidst market turmoil, Tesla's delivery figures are set to be released soon, with investors closely monitoring performance to assess the company's resilience in an uncertain environment.
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- Strong Stock Performance: Tesla (TSLA) shares have risen 36% over the past year, reflecting market confidence in its future, particularly in the potential of robotics and AI technologies.
- Executive Share Buyback: Elon Musk's announcement to purchase $1 billion worth of Tesla shares led to a 2.8% increase in stock price on September 16, indicating strong executive confidence and positive market sentiment.
- New Product Launch: At an event in Las Vegas, Tesla unveiled new products for its energy storage business, demonstrating strategic diversification despite challenges in its core electric vehicle segment.
- Earnings Miss Expectations: Tesla reported earnings per share of $0.50 for the third quarter, falling short of analysts' expectations of $0.56, yet the market remains optimistic about its long-term growth prospects, particularly due to investments in robotics.
See More
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- FSD Underperformance: Analyst Gary Black highlighted that Tesla currently operates only nine robotaxis without safety monitors, representing about 2.1% of its fleet, indicating that its Full Self-Driving (FSD) technology has failed to meet market expectations, leading to declining investor confidence.
- Delivery Expectations Decline: Tesla is expected to release its first-quarter delivery figures on April 2, with market consensus estimating 365,645 vehicles delivered, which reflects an 8% increase year-over-year but a 24% decline from the previous quarter, showcasing volatility in market demand.
- Increased Competitive Pressure: Progress by Waymo intensifies competitive pressure on Tesla, as Waymo is currently delivering approximately 500,000 paid rides per week with a target of reaching 1 million rides by year-end, while Tesla still requires supervision, highlighting its lag in the autonomous driving sector.
- Retail Sentiment Shift: According to Stocktwits, retail sentiment for Tesla has shifted from 'extremely bullish' to 'bearish' over the past week, with message volume declining by over 70%, reflecting investor concerns regarding Tesla's future performance.
See More
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- Community Support and Limitations: Despite a loyal community, Dogecoin's real-world utility remains limited, causing its price to consolidate between $0.09 and $0.15, lacking sustained upward momentum.
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- Dogecoin Speculation: With X rolling out a payments feature, Dogecoin has resurfaced as a focal point for speculation; despite trading between $0.09 and $0.15 for the past year, Musk's influence could potentially spark a new price surge.
- Potential Payment Integration: X Money, a fiat-based peer-to-peer payment system in partnership with Visa, initially focuses on traditional payments but may eventually integrate cryptocurrency, enhancing Dogecoin's utility and market enthusiasm.
- Investor Risk Advisory: While the launch of X Money could create a compelling narrative for Dogecoin's resurgence, its extreme volatility and limited real-world application suggest that investors should be cautious and avoid chasing fleeting market trends.
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- War Plans Impact: The U.S. is reportedly planning ground operations against Iran, which could heighten market uncertainty and exacerbate investor concerns about future geopolitical stability.
- Market Decline: The U.S. stock market has fallen to six-month lows, reflecting panic among investors regarding rising geopolitical tensions, potentially leading to further capital outflows from equities.
- Surging Oil Prices: With the escalation of war risks, oil prices have surged to $100 per barrel, increasing inflationary pressures on the global economy and potentially impacting consumer spending and corporate profits.
- Tesla Delivery Pressure: In this unstable market environment, Tesla faces increased delivery pressures, and investor expectations for its future performance may be adversely affected, especially as high oil prices could challenge electric vehicle demand.
See More
U.S. Plans Ground Operations Against Iran Amid Market Turmoil
- Rising War Risks: The U.S. is reportedly planning ground operations against Iran, which has heightened market anxiety and driven stock prices to six-month lows, leaving investors concerned about future economic prospects.
- Surging Oil Prices: Geopolitical tensions have pushed oil prices to $100 per barrel, exacerbating inflationary pressures that could negatively impact consumer spending and corporate profits.
- Tesla Deliveries Loom: Amidst market turmoil, Tesla's delivery figures are set to be released soon, with investors closely monitoring performance to assess the company's resilience in an uncertain environment.
- Market Sentiment Deterioration: The stock market's decline to six-month lows reflects investor fears of economic slowdown and potential conflict, which may lead to capital outflows from risk assets and affect overall market liquidity.
See More
