Close

Tesla (TSLA) Factory Checks Suggest Model S and Model X May Have Reached 'End-of-Life', Focus to Be Model Y, 3 and Cybertruck - Chowdhry

January 9, 2020 10:39 AM EST
Get Alerts TSLA Hot Sheet
Price: $173.80 +6.25%

Rating Summary:
    24 Buy, 26 Hold, 13 Sell

Rating Trend: = Flat

Today's Overall Ratings:
    Up: 20 | Down: 14 | New: 22
Join SI Premium – FREE

Global Equities Research analyst Trip Chowdhry conducted his routine checks at Tesla's (NASDAQ: TSLA) Factory, Delivery Hub and Shipping Docks. His key takeaway was the Y Factory activity is off to a good start and the product mix is shifting.

Product Mix is Shifting. Model S and Model X may get discontinued, thereby paving way for CyberTruck or maybe CyberCar, 2 years from now

  • On relative basis, we saw much more Model S and Model X coming from the Production Area to Holding Area

KEY TAKEAWAYS:

  • We think, there is some burst in production of both Model S and Model X
  • We have taken the Test Ride in CyberTruck.
    • The technology of CyberTruck is exponentially over and beyond both Model S and Model X.
    • CyberTruck is completely in a different Technology Orbit
  • Model Y seems to be on plan, the outside construction is now complete

Based on the above, we think the following is happening:

  • TSLA will very likely announce that Model S and Model X have reached their end-of-life, and if anyone wants to buy these cars, for whatever reason, have up until June-July'2020 to buy one
  • TSLA focus for next 2 years will likely be the following:
    • 70% Effort on Model Y
    • 30% Effort on Model 3
  • Our research is indicating that demand for Model Y will easily be 3x that of Model 3
    • 2 Years from now, we think TSLA will Launch CyberTruck and maybe CyberCar


Serious News for Serious Traders! Try StreetInsider.com Premium Free!

You May Also Be Interested In





Related Categories

Analyst Comments, Rumors

Related Entities

Tesla, Trip Chowdhry, Model 3