Wolfe Research Comments on Tesla (TSLA) Robotaxi

Barclays Reiterates Equalweight Rating on Tesla (TSLA)

September 30, 2024 5:51 AM UTC

Barclays analyst Dan Levy reiterated an Equalweight rating and $220.00 price target on Tesla (NASDAQ: TSLA).

The analyst comments "Key takes: 1. Event critical in outlining plan for next phase of growth; 2. Investors likely to remain entrenched in views bulls see Tesla further... More

Tesla (TSLA) Adoptions Rates Improve According to Yippit Data

September 27, 2024 9:12 AM UTC

Tesla (NASDAQ: TSLA) Adoptions Rates Improve According to Yippit Data

Industry sources tell Street Insider Yippit release positive comments on TSLA FSD adoption rates saying they have increased.... More

SolarEdge Technologies (SEDG) and Enphase Energy (NASDAQ: ENPH) on Watch Amid Boutique Channel-Check Update

September 27, 2024 8:10 AM UTC

SolarEdge Technologies (NASDAQ: SEDG) and Enphase Energy (NASDAQ: ENPH) on Watch Amid Boutique Channel-Check Update

Industry sources indicate to Street Insider that a boutique channel check firm says both names have lost market share to Tesla (NASDAQ: TSLA).... More

Enphase Energy (ENPH) PT Lowered to $113 at Jefferies

September 26, 2024 5:51 AM UTC

Jefferies analyst Sean Milligan lowered the price target on Enphase Energy (NASDAQ: ENPH) to $113.00 (from $115.00) while maintaining a Hold rating.

The analyst comments "Expect a slight 3Q miss with rev coming in -3% below cons and EPS -5% below. However, we expect... More

Active options: NVDA TSLA INTC AAPL AMD MU META PLTR AMZN RIVN F

September 26, 2024 5:35 AM UTC

Active options: NVDA TSLA INTC AAPL AMD MU META PLTR AMZN RIVN F

... More

X to Request Restoration of Service in Brazil - Reuters

September 25, 2024 5:05 PM UTC

(Updated - September 25, 2024 5:06 PM EDT)

X to Request Restoration of Service in Brazil - Reuters

X will file documents requested by Brazil's Supreme Court and ask by this Monday that service be restored in the country.The platform may again be available to... More

Tesla (TSLA) PT Raised to $310 at Piper Sandler

September 25, 2024 7:10 AM UTC

Piper Sandler analyst Alexander Potter raised the price target on Tesla (NASDAQ: TSLA) to $310.00 (from $300.00) while maintaining a Overweight rating.

The analyst commented, "We are increasing our Q3 and FY24 vehicle delivery estimates, after examining intra-quarter sales data. In Q3, we are now modeling... More

Baird Reiterates Outperform Rating on Tesla (TSLA)

September 25, 2024 6:52 AM UTC

Baird analyst Ben Kallo reiterated an Outperform rating and $280.00 price target on Tesla (NASDAQ: TSLA).

The analyst commented: "Previewing Q3 deliveries. We model 480K deliveries in Q3 vs. consensus ~461K and believe numbers are trending positively based on China insurance registrations,
our... More

RBC Capital Reiterates Outperform Rating on Tesla (TSLA)

September 25, 2024 6:22 AM UTC

RBC Capital analyst Tom Narayan reiterated an Outperform rating and $224.00 price target on Tesla (NASDAQ: TSLA).

The analyst comments "We estimate Tesla deliveries of 460k in Q3/24, up 1.3% vs our prior estimate of 454k and in-line with consensus, based on registration data.... More

Tesla (TSLA) option IV into deliveries release for Q3 and Robotaxi meeting

September 25, 2024 5:14 AM UTC

Tesla (NASDAQ: TSLA) 30-day option implied volatility is at 69; compared to its 52-week range of 40 to 72 into deliveries release for Q3 and Robotaxi meeting on October 10. Call put ratio 2 calls to 1 put with focus on October 285 and 325 calls.

... More

Tesla full self driving software 'suspect,' AMCI Testing says

September 24, 2024 2:42 PM UTC

Investing.com -- Tesla's (NASDAQ: TSLA) latest version of its Full Self-Driving software is "suspect" and still requires improvement to ensure Robotaxi operations can be safely undertaken, independent automotive research firm AMCI Testing said in a Tuesday statement.   

An extensive 1,000-mile... More

Donald Trump: We Will Put a 100% Tariff on Every Single Car Coming Across the Mexican Border

September 24, 2024 1:16 PM UTC

(Updated - September 24, 2024 1:20 PM EDT)

U.S. Republican Presidential candidate Donald Trump: "we will put a 100% tariff on every single car coming across the Mexican border."

Former President previously threatened to put tariffs on Deere & Co (NYSE: DE), after the company said it plans to move some manufacturing to Mexico.... More

Tesla (TSLA) call put ratio 2.1 calls to 1 put with focus on October 285 and 325 calls into deliveries release for Q3 and Robotaxi meeting

September 24, 2024 1:04 PM UTC

Tesla (NASDAQ: TSLA) 30-day option implied volatility is at 69; compared to its 52-week range of 40 to 72 into deliveries release for Q3 and Robotaxi meeting on October 10. Call put ratio 2.1 calls to 1 put with focus on October 285 and 325 calls.

... More

AMCI Testing issues Warnings and Limited Encouragement for Tesla's latest version of FSD

September 24, 2024 1:03 PM UTC

After what is likely the most extensive real-world test of Tesla's FSD ever conducted by an independent third party covering more than 1000 miles (1610 km) AMCI Testing's result demonstrates just how far Tesla must go before Robotaxi operations can be safely undertaken. AMCI Testing's evaluation was based exclusively on Tesla's latest software iterations, 12.5.1 and 12.5.3, with time spent across four distinct driving environments: city streets, rural two-lane highways, mountain roads and freeways.

While impressive for a uniquely camera-based system, AMCI testing's evaluation of Tesla FSD exposed how often human intervention was required for safe operation. In fact, our drivers had to... More

Active options: TSLA NVDA BABA NIO PLTR AAPL AMZN INTC PDD

September 24, 2024 10:42 AM UTC

Active options: TSLA NVDA BABA NIO PLTR AAPL AMZN INTC PDD

... More

Raymond James resumes Uber coverage at Strong Buy, shares up

September 24, 2024 4:38 AM UTC

Raymond James on Monday resumed coverage of Uber Technologies (NYSE: UBER) with a Strong Buy rating and a price target of $90, highlighting the company's strong position in the emerging autonomous rideshare space.

Shares in Uber climbed 1% in premarket trading Tuesday.

According to the report, Uber's partnerships, especially with Waymo, are central to the firms Robo-Ride thesis, which envisions autonomous vehicles (AVs) playing a key role in Uber's future operations.

The firm argues that while other... More