Tesla Q4 Delivery Numbers Exceed Expectations, Annual Production Rate May Reach 2M/year | Piper Sandler Alexander Potter

What are Tesla's Q4 delivery expectations?

—Tesla's Q4 delivery numbers are expected to exceed expectations, potentially reaching 57,000 vehicles.
What is Tesla's annualized production rate?

—Tesla's annualized production rate may exceed 2 million vehicles per year.
What are retail analysts expecting for Tesla's Q4 margins?

—Retail analysts are expecting Q4 margins to be lower, but some are saying it might be just fine.
What are Tesla's delivery numbers for Q1, Q2, and Q3?

—Tesla has delivered record-breaking numbers in Q1, Q2, and Q3.
What is Tesla's overall production target?

—Tesla is on track to hit 1.8 million vehicles, despite potential negativity and headlines spinning it as a miss.

🚗 Piper Sandler analyst Alexander Potter is expecting Tesla to deliver 57,000 vehicles for Q4, surpassing the company guidance of 1.8 million vehicles.
📈 Tesla's Q4 deliveries are expected to be 57,000 vehicles, a bullish number that exceeds many expectations.
📈 Piper Sandler predicts annualized production rate exceeding 2 million vehicles per year, shocking many who expected margins to fall in Q4.
🚗 "That car is coming and it is going to sell in ways that may make the model 3 and Y sales look quaint looking back the way we look at the snx and say remember when we were excited by those numbers."
📈 As interest rates improve and deliveries increase, there's more room for better margin and higher take rates on version 12 of beta, potentially improving the bottom line.
📈 Tesla's record-breaking delivery numbers are exceeding expectations, with Q4 potentially hitting 480,000 or even 57,000, despite initial negativity.

#Tesla #Investment

00:00 🚗 Tesla analyst predicts record-breaking Q4 delivery of 57,000 vehicles, exceeding company guidance, following bullish reports from other analysts.
00:54 🚗 Tesla is expected to report high Q4 deliveries, with analysts predicting 57,000 vehicles and a full year total of 1.83 million, which aligns with management's expectations.
02:22 📈 Tesla is expected to set a production record in Q4, with margins also expected to rise despite initial concerns.
03:06 🚗 Tesla is on track to meet production targets and the growth story is not over.
04:52 🚗 Tesla's $45,000 car will sell well and the company is on track to produce 2 million cars per year.
06:38 🚗 Tesla's sales are expected to increase as interest rates and deliveries improve, leading to better margins and potentially higher take rates on version 12 of beta.
08:01 🚗 Tesla is hitting their projected sales numbers, and with the decrease in component prices and manufacturing efficiencies, the cost of building cars is decreasing.
08:55 🚗 Tesla seeking advice for improvement, with record-breaking Q1, Q2, and Q3 numbers and on track to hit 1.8 million despite potential negativity.
- Tesla is seeking advice for improvement, with retail analysts expecting Q4 margins to be lower but some saying it might be just fine.
- Tesla has delivered record-breaking numbers in Q1, Q2, and Q3, and is on track to hit 1.8 million, despite negativity and potential headlines spinning it as a miss.

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