One analyst anticipates AAPL’s “Other Product” revenues are on route to doubling; another analyst believes TSLA can achieve its long-awaited Model 3 production goal.
Guggenheim’s Rob Cihra says it is no longer a question whether Tesla can achieve “meaningful” Model 3 leverage following 4Q print.
RBC Capital’s Joseph Spak likewise notes that the government’s new solar tariffs keep him cautious on Tesla’s short-term opportunity.
RBC’s Joseph Spak cuts his estimates on Tesla following 4Q17 production/delivery results and on the heels of last week’s Detroit Auto Show.
Loup Ventures’ Gene Munster is not shaken by another Tesla Model 3 production numbers miss, continuing to be positive on the long-term potential.
Cowen’s Jeff Osborne believes risk of cash burn that will hit Tesla in the next years will outweigh “healthy” delivery performance from the company’s older EV models.
The Loup Ventures team makes bold calls for what to expect from tech leaders in the new year, confident on TSLA, AAPL, and AMZN stories.