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FollowingTesla's share price fell by about 18% during the year. Analysts warned that the autumn product launch will not be able to meet investors 'expectations.
Core points:
- Tesla will unveil its semitrailer truck factory in Nevada on September 24 and release the Roadster on October 1.
- Analysts pointed out that the growth of Robotaxi (self-driving taxis), the progress of the Optimus humanoid robot and cash flow are more important to investors than the launch of new cars.
- Goldman Sachs lowered its third-quarter delivery forecast to 435,000 vehicles from 490,000 vehicles.
Tesla Product Launch Calendar
Tesla's share price has fallen about 18% so far this year, while the S & P 500 index has risen 11% over the same period. This weak performance is particularly prominent against the backdrop of the company's busy autumn event schedule. Tesla has already held a Cybercab launch event this month.
According to invitations sent to guests, Tesla will officially open its semitrailer truck factory in Sparks, Nevada, on September 24. In addition, Tesla plans to release the second-generation Roadster in Waco, Texas on October 1. It has been nearly nine years since these two concept cars were first unveiled.
Market expectations for Robotaxi
Although Morgan Stanley analyst Andrew Percoco predicts that semitrailer trucks could generate $17 billion in software revenue by 2040, analysts doubt that the new hardware can reverse market sentiment. CFRA's Garrett Nelson said he was skeptical that a semi-trailer truck or a Roadster sports car would significantly boost investor enthusiasm.
Andrew Rocco of Zacks Investment Research pointed out that investors would prefer to see Robotaxi services expand to more cities. Morningstar's Seth Goldstein called the Roadster a "halo model" and said market sentiment would depend on the expansion of Robotaxi, substantial progress made by the Optimus humanoid robot and improved free cash flow. Tesla currently operates Robotaxi services in six cities in Texas and Florida and provides supervised tours in San Francisco.
Recent data have further exacerbated the pressure. Goldman Sachs analyst Mark Delaney lowered his third-quarter delivery forecast to 435,000 vehicles from 490,000 vehicles, below the market consensus forecast of 456,000 vehicles. According to FactSet data, as Tesla invests heavily in AI projects, Wall Street expects the company's free cash flow to be negative this year, reaching $9.7 billion.
Market reaction to Tesla's share price
日益激烈的竞争加剧了投资者的疑虑。投资者罗斯·格伯斯（Ross Gerbers）分享了数百辆Waymo无人驾驶出租车在圣莫尼卡的图片；与此同时，联邦监管机构要求特斯拉在9月30日前解释其无踏板Cybercab如何符合安全规定。
本月早些时候的活动定下了谨慎的基调。9月3日Cybercab发布后，特斯拉股价下跌，抹去了发布前的涨幅，因为部分投资者和分析师对该车辆感到失望。当特斯拉在9月12日周末确认Roadster发布日期时，该股次日收盘报358.97美元，下跌1.77%。
