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tesla fremont factory in northern california where the model 3 and model y are manufactured tesla fremont factory in northern california where the model 3 and model y are manufactured

Investor's Corner

Top 5 things Tesla (TSLA) investors want to know from the Q3 2019 earnings call

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5 years ago

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Tesla’s (NASDAQ:TSLA) retail and institutional investors are aggregating a number of inquiries that will potentially be addressed by the electric car maker’s executives in the upcoming Q3 2019 earnings call, which will be held later today, October 23, 2019. The questions are aggregated from verified TSLA shareholders by Say, a startup that aims to create and develop investor communication tools.

Using the platform, Tesla’s retail and institutional investors have been submitting and voting on inquiries they wish to be discussed and clarified by the electric car maker. Here are the Top 5 questions that garnered a notable number of votes from the company’s retail and institutional shareholders.

Retail Shareholders

  1. Can you provide more detail on the DeepScale acquisition, its importance, and whether Tesla is still on track to recognize and respond to traffic lights and stop signs with automatic driving on city streets at the end of 2019?
  2. There is skepticism regarding your comment that Full Self Driving will be ‘feature complete’ by year end, likely resulting from confusion about what ‘feature complete’ means. Could you please talk to this, perhaps give us a list of the features that establish the FSD baseline?
  3. News reports suggest that GF3 may already be producing Model 3s for the Chinese market. Could you update us on the production expectations for GF3 and confirm the purpose of the second building now being built? Is it for battery production as suggested by some press outlets?
  4. What is your current timetable for initial Model Y deliveries?
  5. Can you update us on the initial results of Tesla Car Insurance? Is there a timeline to expand it nationally/internationally?

Institutional Shareholders

  1. Could you update us on the progress being made towards FSD, the trajectory of revenue recognition associated with this and the level of performance at which you see full revenue recognition for FSD? Additionally, how do you see pricing developing for this product?
  2. With respect to Model Y, what is your latest expectation for launch timing, do you anticipate any Model 3 production downtime at Fremont during the launch, and how should Model Y gross margin % look vs Model 3 gross margin%?
  3. Can you provide an update on FSD package attach rates. As FSD attach rates improve, will you let the financial benefits manifest in higher gross margins for the company/shareholders; or will you lower vehicle pricing to drive deliveries volume?
  4. Can you provide an update on when you think the company can achieve sustainable profitability while absorbing the costs of new product lines and factory ramps? Can the company become fully self-funding any time soon?
  5. What are the opportunities for Tesla to create demand? Is word of mouth still sufficient or should we expect to see Tesla commence advertising in the near future?

Tesla is yet to fully confirm if it will be entertaining questions from Say in the upcoming earnings call, though the company has addressed inquiries from retail shareholders in the past quarters. In the second-quarter earnings call, retail investors representing around $34 million worth of TSLA shares were able to have multiple inquiries addressed before company executives took questions from Wall Street analysts.

Tesla is quite unique in the way that it is willing to democratize its process of communicating its earnings to shareholders and its institutional investors. Such a strategy is yet another step away from convention, considering that traditional earnings calls usually feature exclusive questions from Wall Street analysts and the occasional member of the media.

Tesla’s third-quarter earnings call is expected to be held on Wednesday, October 23, 2019 at 3:30 p.m. Pacific Time (6:30 p.m. Eastern Time).

The full list of questions from TSLA’s retail and institutional investors listed on Say could be accessed here.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Elon Musk

Canaccord reaffirms Tesla’s price target of $404 after Giga Texas visit

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13 hours ago

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March 25, 2025

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Credit: Tesla Asia/X

Canaccord Genuity reaffirmed its price target of $404 for Tesla after a visit to Gigafactory Texas. The investment firm sees an optimistic future for Tesla in the long term despite near-term headwinds.

Canaccord analysts reiterated its “Buy” rating for TSLA stock and revised Tesla’s Q1 2025 delivery estimates from ~331,000 vehicles to ~362,000 units. The firm’s first-quarter delivery estimates for Tesla reveal its optimistic take on the company’s future, even though it is still below the consensus estimate of ~417,000 vehicles.

“Our estimate is informed by our opinion that some consumers are delaying vehicle purchases to access the new Model Y and 4Q24 earnings call commentary regarding Model Y-related factory retooling limiting production…We wonder whether purchase decision delays and production limitations are being misinterpreted as halted overall momentum for Tesla. While we do suspect there has been some macroeconomic/brand impact, we, again, do estimate 1Q25 deliveries are mostly being impacted by supply constraints–as well as some demand factors,” Canaccord Genuity noted.

Canaccord analysts recently visited Tesla Giga Texas and left with optimism for the American electric vehicle (EV) maker.

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“It’s hard not to be impressed with how future-forward Tesla is–whether it’s vehicle design or manufacturing. Consistently rethinking the status quo,” Canaccord Genuity analysts commented.

Tesla to explore the limits of casting with Cybercab line

Analysts highlighted Tesla’s progress with Full Self-Driving, specifically version 13.2.8. They noted that Tesla’s unboxed manufacturing strategy would boost production efficiencies. Canaccord Genuity analysts also mentioned that Tesla’s robotaxi services will launch in Austin in the summer.

“For investors with duration and grit, there is a silver-linings playbook,” the Canaccord Genuity analysts concluded.

Canaccord Genuity reflects Elon Musk’s recent stock market advice during the Tesla All-Hands keynote. Musk advised investors to invest in companies with products they love, highlighting that Tesla has a few great products and will continue to launch more.

“Tesla stock goes up and goes down, but actually, it’s still the same company,” Musk noted.

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Elon Musk

Tesla stock rebounds and Tim Walz backtracks: ‘I was making a joke’

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1 day ago

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March 24, 2025

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Credit: @TeslaFrenzy/X

Tesla stock rebounded over 20 percent in the past five trading days, and, coincidentally, the boost came just after Tim Walz said he gets a boost from watching the automaker’s shares fall.

Although Walz’s pushback against Tesla stock mostly comes from his evident distaste for CEO Elon Musk, who has joined President Donald Trump’s team as the head of the Department of Government Efficiency (DOGE), it seems he might not have realized the EV maker’s shares make up a portion of his state’s pension fund.

This was something Shark Tank’s Kevin O’Leary mentioned last week after Walz’s comments. However, now that Tesla shares are rising once again, Walz is backtracking by saying that his comment from last week was his attempt at humor.

Walz said:

“I have to be careful about being a smartass. I was making a joke. These people have no sense of humor.”

Tesla shares have rebounded nicely since a substantial drop so far this year.

Although the stock is still down about 28 percent this year, things are looking better for the company as it now shifts its focus to the release of several affordable models, the ramp of the new Model Y “Juniper,” the release of the Cybercab and Robotaxi platform in Texas and California, and other potential catalysts like the Optimus robot.

Tesla aiming to produce first “legion” of Optimus robots this 2025

Last week’s All-Hands meeting from Tesla was publicly broadcast on X and seemed to be the response many investors were hoping for as questions started to seep in regarding Musk’s commitment to the company.

While his attention seems to be on solving government spending and eliminating corruption, it is evident Musk is still paying attention to what is going on at Tesla.

Shares are up over 10 percent at 1:05 p.m. on the East Coast, trading at around $274.

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Elon Musk

Shark Tank’s O’Leary roasts Tim Walz over Tesla stock hate session

Published

4 days ago

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March 21, 2025

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Shark Tank personality and legendary investor Kevin O’Leary roasted former Vice Presidential nominee Tim Walz over his comments regarding Tesla shares earlier this week.

Walz, a Minnesota Democrat, said that he recently added Tesla (NASDAQ: TSLA) to his Apple Stocks app so he could watch shares fall as they have encountered plenty of resistance in 2025 so far. He said that anytime he needs a boost, he looks at Tesla shares, which are down 36 percent so far this year:

Walz, among many others, has been critical of Tesla and Elon Musk, especially as the CEO has helped eliminate excess government spending through the Department of Government Efficiency (DOGE).

However, Kevin O’Leary, a legendary investor, showed up on CNN after Walz’s comments to give him a bit of a reality check. O’Leary essentially called Walz out of touch for what he said about Tesla shares, especially considering Tesla made up a good portion of the Minnesota Retirement Fund.

As of June 2024, the pension fund held 1.6 million shares of Tesla stock worth over $319.6 million:

O’Leary continued to slam Walz for his comments:

“That poor guy didn’t check his portfolio and his own pension plan for the state. It’s beyond stupid what he did. What’s the matter with that guy? He doesn’t check the well-being of his own constituents.”

He even called Walz “a bozo” for what he said.

Of course, Walz’s comments are expected considering Musk’s support for the Trump Administration, as the Tesla CEO was a major contributor to the 45th President’s campaign for his second term.

However, it seems extremely out of touch that Walz made these comments without realizing the drop was potentially hurting his fund. While we don’t know if the fund has sold its entire Tesla holdings since June, as a newer, more recent report has not been released yet, it seems unlikely the automaker’s shares are not still making up some portion of the fund.

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