Updates of Tesla profits: beneficiary margins, damage to the musk brand in the focus

Tesla has reduced its cybertruck production by grappling with decreasing demand.

The automaker has lowered the production objectives for several cybertruck lines in recent months, BI reported for the first time. The changes are revealed as a recall deposit of March 20, said that the company had delivered less than 50,000 cybertrucks.

When Tesla launched the Cybertruck in 2023, it was supported by four years of media threshing, a price of $ 120,000 and a long waiting list which helped to transform it into a status symbol. A little over a year later, Cybertruck became the most polarizing vehicle on the market.

Tesla has since started to quietly rename the cybertruck as the worker’s vehicle, reports Grace Kay de Bi. In addition to the visible changes, such as Tesla redesigning its product page to include photos of the van transport equipment, sales workers told Bi that there had been a pressure to market the cybertruck to the traditional truck buyer.

Tesla resale values are in chat while the owners sell in the middle of a growing reaction The involvement of Elon Musk with DOGE.

The average price of an used Tesla dropped by more than 10% in March compared to the same period of last year, according to data from the second -hand website of the USECARS used car website – the biggest drop in any car brand in company data.

The prices of models and vehicles of the model were collapsed there 17.2% and 13.1% in annual sliding, the average price of a model 3 now just over $ 26,000. It is despite the average price of used cars slightly in March in March for the first time in two and a half years, according to the data from the Iseecars.

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The report on Tesla’s results and the presentation of follow -up (which he calls “update the company live” this time, reducing speculation that the company could show something new) will be closely looked at by investors and fans.

Here are six things to look for:

1. The impact of the Elon Musk reaction on Tesla’s background line
2. A possible end date for the work of the Doges of Elon Musk
3. An update on a tesla “ more affordable ”
4. Deployment of the Robotaxi service in Austin
5. More details on its humanoid optimus robot
6. Impact of Trump prices

You can dive deeper into each of these subjects here.

Wedbush analyst Dan Ives, who has long been optimistic about Tesla, said in a note on Sunday that Elon Musk was facing a “red situation of the code”.

According to Ives, Musk must be distant from the Government Dogee Committee, which, investors, distracted it from Tesla’s distracting this year and transforms the brand of the manufacturer of electric vehicles into a subject of political discussion.

Ives wants to see a certain number of announcements Tuesday, in particular: a date for its Cyber-Taxi network to be deployed, when investors can expect that a low-cost vehicle comes into production, a sales calendar for its Optimus robot and how the company will return to growth in 2025.

Wedbush assesses Tesla to “outperform” with a price target of $ 315.

JPMorgan reduced its profits estimates for Tesla after its low delivery results in the first quarter.

Following the results, the bank said that it “may have underestimated the degree of reaction of consumers” to Tesla and Elon Musk.

“The trend in Tesla sales is worse than we and the market we appreciated, which prompted us to reduce our consensus estimates already lower than that accordingly and to expect the consensus to decrease more, towards our new lower estimates,” said JPMorgan.

The bank expects Tesla to sell around 1.7 million vehicles in 2025 and earn $ 2.30 per share during the full year.

JPMorgan assesses Tesla to “Undejabre larderal” with a price target of $ 120.

First trimester

• Adjusted BPA estimate: $ 0.44
• EPS estimate: $ 0.33
• Revenue estimate: $ 21.43 billion
• Estimate of the gross margin: 16.1%
• Operating income estimate: $ 1.16 billion
• Estimation of available cash flows: $ 1.08 billion
• Capital expenditure estimate: $ 2.49 billion

Full year

• Production estimate: 2.01 million
• Delivery estimate: 1.81 million
• Capital expenditure estimate: $ 11.32 billion

Source: Bloomberg data