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06.06.25 - 14:06
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Goldman Slashes Tesla Delivery Estimates On Weak Monthly Trends (ZeroHedge)
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Goldman Slashes Tesla Delivery Estimates On Weak Monthly Trends
Goldman Sachs analysts cut Tesla's delivery forecasts, slashed earnings estimates, and scaled back expectations for brand momentum across key markets. The message is clear: demand is weakening, competition is accelerating, and consumer enthusiasm is fading. This sentiment is also shared with UBS.
"We're lowering our Tesla vehicle delivery assumptions and EPS estimates to better reflect weaker monthly datapoints in key regions (e.g. China, the US, and Europe), and also consumer survey data on Tesla (per HundredX and Morning Consult)," analysts Mark Delaney, Dan Duggan, and others wrote in a note to clients on Thursday.
The analysts revised their outlook and now expect 2Q25 deliveries to come in at just 365,000 units, a sharp downgrade from the prior 410,000 estimate—and well below Visible Alpha Consensus data of 417,000.
Industry and registration data through May show continued year-over-year declines across key...
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04.06.25 - 12:57
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Nvidia′s Revenue Pipeline Tops $1 Trillion, UBS Tells Clients (ZeroHedge)
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Nvidia's Revenue Pipeline Tops $1 Trillion, UBS Tells Clients
Following Nvidia's better-than-expected earnings report last Wednesday, UBS analysts were inundated with investor inquiries, primarily focused on the chipmaker's near-term growth visibility and the durability of its long-term revenue pipeline.
Below, UBS analyst Timothy Arcuri addressed the most frequently asked questions, unpacked key commentary from the earnings call, and provided expanded visibility into a multi-year AI infrastructure boom.
Visibility to data center revenue doubling yet again?
An area where we have received a few investor inbounds, but still seems somewhat overlooked is NVDA's commentary on its pipeline. The company noted on its FQ1:26 earnings call that it has visibility into "tens of gigawatts" of AI infrastructure projects in the "not too distant future". Assuming a "low case" pipeline of 20GW and NVDA's stated range of ~$40-50B per GW, this puts its total revenue opportunit...
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