2026 Q1 -tulosraportti
86 päivää sitten
‧57 min
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 22.7. | 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 22.4. | ||
2025 Q4 -tulosraportti 28.1. | ||
Vuosittainen yhtiökokous 2025 6.11.2025 | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·4 t sittenCan someone help me understand how this can be traded at 360x revenue? What massive future growth is everyone counting on? With a market value of 1480 bnUSD, almost all cars in the world must be a Tesla before they are traded at a level comparable to other car brands?
It's not car sales that people are "betting" on here. High-margin T(ransport)aaS and humanoids are what will hopefully speed things up.
·5 t sittenHaha. Nervous, cowardly people sell everything they can in wild panic before the earnings release. Again. Thanks for the golden buying opportunity! Again...- ·1 päivä sittenAgain again, illogical and meaningless movements.... the company's progress 📈 share price 📉 so it's certainly not easy.
·2 päivää sittenHave now finally gotten to test FSD. Can recommend interested (and skeptical) people to go over to the neighboring country Denmark and do it. There were surprisingly good times available. Despite having watched a lot of videos and being well-versed in both how brilliant it is and its shortcomings, my jaw is somewhat on the floor after it. To sit in the car and feel how smoothly and seamlessly it drives, how well it indicates to both fellow road users and others, e.g. pedestrians, what it intends to do. How it sometimes thinks a few steps further than oneself based on data that one doesn't understand how it possesses. The feeling of getting into my own Tesla, which is not allowed to use FSD, but is bound to the significantly less safe Autopilot, made me even more furious at Swedish authorities and politicians who, for trivial reasons, try to stop this, just because one is annoyed with a company CEO.
- ·2 päivää sittenAJ's views before report (shared with paying subscribers): "Thus far TSLA hasn't received the 2024 summer bounce and is trading more like last year. Next week's earnings call will be interesting: 1) I don't see scope for a material positive financial surprise. >>Even if FSD subscriptions skyrocketed they can't make a dent. The average new subscription is worth $150 per quarter (assuming linear subscription growth over a quarter). >>This means that it takes about 40 subscriptions to generate as much gross profit as a single average vehicle sale. For example: an extra 120K new subscriptions - more than any quarter has ever generated - would be worth only as much as 3K vehicles in a single quarter (in terms of gross profit contribution). >>While subscriptions compound (assuming low attrition rate) over time their immediate quarterly impact is rather modest. 2) Q2's much larger vehicle sales volume vs production helps cash flow. Tesla's released capital bound in inventory. This might be enough to prevent negative free cash flow ("cash burn"). However, given the size of the investments Elon guided for we either see low/no negative free cash flow in Q2 and massive negative free cash flow in Q3/Q4 OR some negative free cash flow in Q2 and in exchange a less wild negative free cash flow in Q3/Q4. If I was Tesla's CFO I would try to book as much as possible upfront to remove the resulting anticipated overhang. 3) Hence, do not expect a financial surprise. 4) This means that the main source of potential surprise must be the conference call (as so often). 5) It's possible Elon can deliver another carrot to investors. He has done so previously quite successfully. Hence, this can't be ruled out. 6) For instance, Elon selling investors in April 2024 on 'lower cost vehicles' turned the sentiment around and triggered a rally. Something similar happened in April 2025 when Elon announced the DOGE departure. Both of these earnings call were set up for a major selloff. 7) However, what has changed is that there is now a second public company: SpaceX. If Elon deems that the allure of a potential merger, on which he will not comment, is enough he may choose to proceed without a new carrot and the call will be a repeat of the Q1 call. 8) Elon will be pressed and prepared to provide more granularity around Cybercab launch. He'll be signaling that a wide launch is imminent and he'll likely provide even a specific date. This would likely momentarily drive strength in the stock but my expectation is that this excitement quickly fizzles out in the typical "buy the rumour" type reaction pattern."
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
86 päivää sitten
‧57 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4 t sittenCan someone help me understand how this can be traded at 360x revenue? What massive future growth is everyone counting on? With a market value of 1480 bnUSD, almost all cars in the world must be a Tesla before they are traded at a level comparable to other car brands?It's not car sales that people are "betting" on here. High-margin T(ransport)aaS and humanoids are what will hopefully speed things up.
- ·5 t sittenHaha. Nervous, cowardly people sell everything they can in wild panic before the earnings release. Again. Thanks for the golden buying opportunity! Again...
- ·1 päivä sittenAgain again, illogical and meaningless movements.... the company's progress 📈 share price 📉 so it's certainly not easy.
- ·2 päivää sittenHave now finally gotten to test FSD. Can recommend interested (and skeptical) people to go over to the neighboring country Denmark and do it. There were surprisingly good times available. Despite having watched a lot of videos and being well-versed in both how brilliant it is and its shortcomings, my jaw is somewhat on the floor after it. To sit in the car and feel how smoothly and seamlessly it drives, how well it indicates to both fellow road users and others, e.g. pedestrians, what it intends to do. How it sometimes thinks a few steps further than oneself based on data that one doesn't understand how it possesses. The feeling of getting into my own Tesla, which is not allowed to use FSD, but is bound to the significantly less safe Autopilot, made me even more furious at Swedish authorities and politicians who, for trivial reasons, try to stop this, just because one is annoyed with a company CEO.
- ·2 päivää sittenAJ's views before report (shared with paying subscribers): "Thus far TSLA hasn't received the 2024 summer bounce and is trading more like last year. Next week's earnings call will be interesting: 1) I don't see scope for a material positive financial surprise. >>Even if FSD subscriptions skyrocketed they can't make a dent. The average new subscription is worth $150 per quarter (assuming linear subscription growth over a quarter). >>This means that it takes about 40 subscriptions to generate as much gross profit as a single average vehicle sale. For example: an extra 120K new subscriptions - more than any quarter has ever generated - would be worth only as much as 3K vehicles in a single quarter (in terms of gross profit contribution). >>While subscriptions compound (assuming low attrition rate) over time their immediate quarterly impact is rather modest. 2) Q2's much larger vehicle sales volume vs production helps cash flow. Tesla's released capital bound in inventory. This might be enough to prevent negative free cash flow ("cash burn"). However, given the size of the investments Elon guided for we either see low/no negative free cash flow in Q2 and massive negative free cash flow in Q3/Q4 OR some negative free cash flow in Q2 and in exchange a less wild negative free cash flow in Q3/Q4. If I was Tesla's CFO I would try to book as much as possible upfront to remove the resulting anticipated overhang. 3) Hence, do not expect a financial surprise. 4) This means that the main source of potential surprise must be the conference call (as so often). 5) It's possible Elon can deliver another carrot to investors. He has done so previously quite successfully. Hence, this can't be ruled out. 6) For instance, Elon selling investors in April 2024 on 'lower cost vehicles' turned the sentiment around and triggered a rally. Something similar happened in April 2025 when Elon announced the DOGE departure. Both of these earnings call were set up for a major selloff. 7) However, what has changed is that there is now a second public company: SpaceX. If Elon deems that the allure of a potential merger, on which he will not comment, is enough he may choose to proceed without a new carrot and the call will be a repeat of the Q1 call. 8) Elon will be pressed and prepared to provide more granularity around Cybercab launch. He'll be signaling that a wide launch is imminent and he'll likely provide even a specific date. This would likely momentarily drive strength in the stock but my expectation is that this excitement quickly fizzles out in the typical "buy the rumour" type reaction pattern."
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 22.7. | 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 22.4. | ||
2025 Q4 -tulosraportti 28.1. | ||
Vuosittainen yhtiökokous 2025 6.11.2025 | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 |
2026 Q1 -tulosraportti
86 päivää sitten
‧57 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 22.7. | 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 22.4. | ||
2025 Q4 -tulosraportti 28.1. | ||
Vuosittainen yhtiökokous 2025 6.11.2025 | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4 t sittenCan someone help me understand how this can be traded at 360x revenue? What massive future growth is everyone counting on? With a market value of 1480 bnUSD, almost all cars in the world must be a Tesla before they are traded at a level comparable to other car brands?It's not car sales that people are "betting" on here. High-margin T(ransport)aaS and humanoids are what will hopefully speed things up.
- ·5 t sittenHaha. Nervous, cowardly people sell everything they can in wild panic before the earnings release. Again. Thanks for the golden buying opportunity! Again...
- ·1 päivä sittenAgain again, illogical and meaningless movements.... the company's progress 📈 share price 📉 so it's certainly not easy.
- ·2 päivää sittenHave now finally gotten to test FSD. Can recommend interested (and skeptical) people to go over to the neighboring country Denmark and do it. There were surprisingly good times available. Despite having watched a lot of videos and being well-versed in both how brilliant it is and its shortcomings, my jaw is somewhat on the floor after it. To sit in the car and feel how smoothly and seamlessly it drives, how well it indicates to both fellow road users and others, e.g. pedestrians, what it intends to do. How it sometimes thinks a few steps further than oneself based on data that one doesn't understand how it possesses. The feeling of getting into my own Tesla, which is not allowed to use FSD, but is bound to the significantly less safe Autopilot, made me even more furious at Swedish authorities and politicians who, for trivial reasons, try to stop this, just because one is annoyed with a company CEO.
- ·2 päivää sittenAJ's views before report (shared with paying subscribers): "Thus far TSLA hasn't received the 2024 summer bounce and is trading more like last year. Next week's earnings call will be interesting: 1) I don't see scope for a material positive financial surprise. >>Even if FSD subscriptions skyrocketed they can't make a dent. The average new subscription is worth $150 per quarter (assuming linear subscription growth over a quarter). >>This means that it takes about 40 subscriptions to generate as much gross profit as a single average vehicle sale. For example: an extra 120K new subscriptions - more than any quarter has ever generated - would be worth only as much as 3K vehicles in a single quarter (in terms of gross profit contribution). >>While subscriptions compound (assuming low attrition rate) over time their immediate quarterly impact is rather modest. 2) Q2's much larger vehicle sales volume vs production helps cash flow. Tesla's released capital bound in inventory. This might be enough to prevent negative free cash flow ("cash burn"). However, given the size of the investments Elon guided for we either see low/no negative free cash flow in Q2 and massive negative free cash flow in Q3/Q4 OR some negative free cash flow in Q2 and in exchange a less wild negative free cash flow in Q3/Q4. If I was Tesla's CFO I would try to book as much as possible upfront to remove the resulting anticipated overhang. 3) Hence, do not expect a financial surprise. 4) This means that the main source of potential surprise must be the conference call (as so often). 5) It's possible Elon can deliver another carrot to investors. He has done so previously quite successfully. Hence, this can't be ruled out. 6) For instance, Elon selling investors in April 2024 on 'lower cost vehicles' turned the sentiment around and triggered a rally. Something similar happened in April 2025 when Elon announced the DOGE departure. Both of these earnings call were set up for a major selloff. 7) However, what has changed is that there is now a second public company: SpaceX. If Elon deems that the allure of a potential merger, on which he will not comment, is enough he may choose to proceed without a new carrot and the call will be a repeat of the Q1 call. 8) Elon will be pressed and prepared to provide more granularity around Cybercab launch. He'll be signaling that a wide launch is imminent and he'll likely provide even a specific date. This would likely momentarily drive strength in the stock but my expectation is that this excitement quickly fizzles out in the typical "buy the rumour" type reaction pattern."
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt