4 ms·
Tesla publishes analyst forecasts suggesting sales set to fall
- paulpauper 9mo agotesla stock: positive lol
- languagehacker 9mo agoThe Tesla board should just put a bumper sticker on Musk that said "I bought this before Elon went crazy". Like, how did you not know.
- breve 9mo agoThe board doesn't care. They got theirs: https://www.nytimes.com/2025/05/13/business/tesla-stock-sales-robyn-denholm.html https://www.nytimes.com/2025/05/13/business/tesla-stock-sale... https://www.afr.com/technology/life-changing-wealth-stopped-denholm-standing-up-to-musk-judge-20240131-p5f1ci https://www.afr.com/technology/life-changing-wealth-stopped-...
- josefritzishere 9mo agoIts such a shame. The right CEO could really turn that company around.
- neogodless 9mo agoPrevious: https://news.ycombinator.com/item?id=46433480 https://news.ycombinator.com/item?id=46433480 A Second Year of Decline for Tesla's EVs (electrek.co) 1 day ago (2 comments) Original headline: Tesla (TSLA) does something unusual ahead of Q4 delivery results https://news.ycombinator.com/item?id=46436205 https://news.ycombinator.com/item?id=46436205 Tesla Compiles Downbeat Average Estimates for Its Vehicle Sales (bloomberg.com) ~1 day ago
- vijay_erramilli 9mo agostock will reach an all time high based on this news..
- RaftPeople 9mo agoIf they can just get down to 0 sales then costs will drop significantly, that should really boost the stock price.
- triceratops 9mo agoTSLA going pre-revenue.
- ahartmetz 9mo agoMaybe they will even invent post-revenue economics. Or, with the benefit of the doubt, between-revenues economics.
- jqpabc123 9mo agoWhat Musk really excels at selling --- hype.
- everfrustrated 9mo agoI don't think people have quite realized Cybercab is also a hedge against vehicle sales dropping. Musk can keep the factory at high utilization by pumping out cabs at cost and start collecting rideshare income. Tesla just announced Cybercab is now in production.
- tartuffe78 9mo agoAnd everything they've announced has come to pass before...
- neogodless 9mo agoBased on Tesla's stock price and P/E ratio, it would seem most people do believe what you're suggesting, right? But I am curious what the end-to-end math looks like for all costs incurred in Cybercab rideshare services, maintenance, insurance, repairs, and so forth, and how that calculates out per mile. And of course the volume of rideshares, given the tepid pace most Tesla announcements come to fruition and scale. The Model 3 / Y scaled better than many predicted, but since then, other promises have gone the other way.
- jqpabc123 9mo agoI don't think you quite realize that Cybercab is a long, long way from scaling into a profitable business. Safety and remote drivers are a huge barrier to achieving this. As is legal liability for accidents. Uber sidesteps this issue completely since it is the driver's responsibility. Word is that Robotaxi is crashing at a higher rate than human drivers in Austin --- even with safety drivers. https://www.technology.org/2025/11/03/teslas-robotaxi-fleet-shows-higher-crash-rate-than-waymo-despite-human-oversight/ https://www.technology.org/2025/11/03/teslas-robotaxi-fleet-...
- sixQuarks 9mo agoI don’t think you realize that Tesla has basically solved autonomy. you are obviously not using the latest Tesla version of FSD
- 9mo ago
- thelastgallon 9mo agoWhat happens when TSLA speculation finally hits reality? It was understandable when growth was 50% yoy, but now its negative growth YOY and PE is 300. Would it take down the entire stock market with it because it unravels the many layers of leverage/margin or would money flow to other speculations?
- neogodless 9mo agoI'm not sure how much of "the stock market" TSLA makes up, but at current valuation, it makes up 1.9% of VTI (so that's a good estimation). So it could blink out of existence and only take VTI down 2%. (2% is significant of course.) But more likely might be a slow erosion while other components grow, making index funds and "the entire stock market" quite resilient to such a shock.
- fearmerchant 9mo agoIt appears you're using a Vanguard total market fund. Nothing wrong with that, it's clearly broader than the SP500, but I suspect more folks are familiar with the latter. In that spirit folks might be interested to know it's not much different. If Tesla disappeared tomorrow with would be 2.4% of the SP500.
- bdangubic 9mo agoyou wrote TSLA and reality in the same sentence :) people keep forgetting that TSLA is not a car company! they are AI and humanoid and robots and … company and as such worth 100x current eval :)
- disqard 9mo ago...you forgot "terraforming Mars" :)
- sixQuarks 9mo agoSolving autonomy is the hardest technical challenge right now, way harder than creating a frontier LLM AI. Tesla has basically solved it. So to argue sarcastically about Tesla is in my opinion being ignorant. I get the Elon hate, but he is usually correct in his predictions, albeit late
- funnymunny 9mo ago> … in a new “consensus” section on its investor website … Why would they willingly start publishing numbers that are worse than 3rd party consensus, out of nowhere?
- Neywiny 9mo agoMaybe they're starting to realize that the first step to fixing a problem is admitting you have one? Feels safer to say "look we didn't do well and we're going to not do well for a bit, but we'll get back on our feet" because it could encourage a buying of the dip.
- expedition32 9mo agoI saw 3 Chinese EVs in my mom's apartment complex parking garage. The rest were European. No Tesla's.
- josefritzishere 9mo agoFor the life of me I do not understand why the board of directors doesnt remove Musk. Their decline has been very pronounced in 2025 and his antics are largely to blame.