《大行報告》高盛下調Tesla(TSLA.US)目標價至185美元 評級「買入」
高盛發表報告指,Tesla(TSLA.US)首季收入為233億美元,較該行預期低2%,而非國際財務報告準則毛利率達19%,較該行預期的21%為低,亦較公司指引的20%為低。公司繼續預料今年汽車交付量達180萬輛。
該行指,首季業務表現是一個遞增的負面消息,因公司定價行動對汽車毛利率的壓力超過預期,又指公司已經在次季採取額外定價行動,或進一步壓低利潤率,因他們更關注銷量,而不是短期利潤。
該行指,對公司在市場上的長遠定位維持正面,包括其成本結構及有能力提升全面解決方案,另外公司計劃通過其下一代平台,將每輛汽車成本降約50%。
該行表示,將公司今年、明年及2025年每股盈測分別下調為2.2美元、3.65美元及4.75美元,同時將其目標價由210美元下調至185美元,維持其評級為「買入」。
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