Stay Ahead of the Curve in Electric Vehicles and Clean Energy
Institutional investors and professional traders rely on expert insights to navigate the rapidly evolving electric vehicle and clean energy landscape. With top Wall Street analysts providing expert recommendations, it’s essential to stay informed about the latest trends and stock picks.
Tesla’s Q4 Deliveries: A Beat or a Miss?
Barclays expects Tesla to report Q4 deliveries of 515,000 units, a 6% year-over-year increase, just above the consensus estimate of 511,000. While a beat could maintain the stock’s momentum, the focus on Tesla’s fundamentals is limited. A slight near-term volume miss is unlikely to impact Tesla’s autonomous vehicle and artificial intelligence push, which has gained significant attention ahead of the planned “Unsupervised FSD” launch in 2025.
A Disconnect Between Stock and Fundamentals?
Barclays believes the post-election rally in Tesla shares reflects a “sharp disconnect” between the stock and the company’s fundamentals. Technicals and options are driving the rally, with Elon Musk’s premium now elevated. The firm notes that there are few incremental positives to Tesla’s fundamentals from the election, and the stock’s multiple has increased to a “frothy” 145-times 2025 earnings estimates.
Autonomous Vehicle Deployment
Tesla is in early talks with the city of Austin, Texas, about its autonomous vehicle technology. The company is establishing safety expectations for the vehicles, with a focus on deployment in the near future.
Solar Industry Update
Roth MKM notes that the American Active Anode Material Producers has filed anti-dumping and countervailing duty petitions against imports of active anode material from China. This could have a significant impact on the industry, with potential added tariff costs being “disruptive” to suppliers that source anode material from China.
Top Stock Picks
TD Cowen has initiated coverage of Sunrun with a Buy rating and $21 price target. The company is well-positioned to drive contracted subscriber value growth, supported by higher battery attachment and investment tax credit levels along with fixed cost absorption.
Stay informed about the latest developments in the electric vehicle and clean energy space with expert insights and top stock picks.
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