저자: JimCramer · 외국인
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짐 크레이머는 테슬라에 대해 과거보다 훨씬 강세로 돌아섰으며, 주가가 바닥을 찍었고 향후 수년간 크게 성장할 것으로 전망한다. 크레이머의 입장 변화: 과거 테슬라를 비판하던 그는 이제 테슬라를 최근 투자자들이 가장 선호하는 종목으로 꼽으며, 포드 CEO보다 머스크를 선택하겠다고 말한다. 포드 역시 좋아하는 종목이지만 테슬라 쪽으로 무게가 옮겨졌다. 근거: 테슬라 4분기 실적이 예상을 웃돌았고, 머스크는 연초 주문이 회사 역사상 가장 강했다고 밝혔다. 내부자 매도도 없어졌다. 미국 4분기 GDP 2.9% 성장 등 경제 지표도 호재로 언급된다. 주가 흐름: 테슬라 주가는 1년간 60% 이상 하락했으나 중국·미국 가격 인하 이후 반등 조짐을 보인다. 일부 애널리스트는 목표가를 낮췄지만 다른 쪽에서는 목표가를 올리고 있다. 생산 및 사업 계획: 모델Y·모델3 생산을 4분기에 크게 늘리고, 2023년 오스틴·베를린 공장 가동률을 높일 계획이다. 2023년 말까지 BMW 수준의 규모에 근접할 수 있다는 전망이 나온다. 차세대 플랫폼과 투자자의 날(2023)도 주요 촉매로 꼽힌다. 리스크 및 대비: 원자재·물류 인플레이션과 경기침체 우려는 남아 있다. 크레이머는 연준의 긴축이 끝나면 AMD·엔비디아 등 대형 기술주에 유리하다고 본다. 출연자 전망: 크레이머는 장기적으로 테슬라 주가가 상승할 것으로 보며, 특정 수치 목표가는 제시하지 않았다.
다듬은 글
it's always a good sign when long-term critics of stock eventually become big advocates for its growth usually following the release of a massive Catalyst for this growth in August Jim Cramer and the fast money halftime report panel compared Tesla to General Motors and Ford and at the time Kramer didn't hesitate to state that Ford remains one of his favorite stocks however Tesla has found its way to becoming the Investor's current favorite stock According to Jim Cramer Tesla has hit its lowest point and predictions are going towards it significantly growing in the company's stock price over the next years hey guys welcome back to Tesla tomorrow Jim Cramer is an American TV host and investor popular for his show Mad Money Kramer is a big fan of the stock market and no doubt a Tesla Enthusiast his recent statement about Tesla has further reiterated his bullishness on the car company and in a recent interview with CNBC Kramer was asked what automaker he would rather buy and the surprise was right there the stock investor picked Tesla it's important to note that although Kramer has been a big fan of Tesla he was extremely bullish on the other automakers like Ford so how did Tesla become chroma's favorite stock let's find out but before we do if you like this type of content don't forget to hit the like button subscribe and turn on that notification Bell to keep up to date on everything going on with Tesla Jim Cramer previously said it's good that Ford CEO didn't spin off the EV business adding that the golden cache is generated by Ice Vehicles speaking on this Jim Kramer said that he would take Ford CEO Jim Farley over Elon Musk in 2026.
chroma also said that Ford had destroyed Tesla's plan with its announcement to reach 2 million cars annually adding that the company's Ambitions are remarkable he further disclosed funds to generate a 10 adjusted operating profit margin by 2026. although Ford only sold roughly 64 000 of its all-electric Mustang Mach e crossovers globally in 2021 and posted a 7.3 adjusted operating profit at the time the Mad Money host told Tesla investors to consider selling their Tesla shares rather than keep them for a long time as most investors plan to do but now Jim Cramer has described Tesla as a sleeping giant noting that Ford recently missed wall Street's fourth quarter earnings expectations this is after chief executive Jim Farley said that the company should have done much better last year adding that the company has left about two billion dollars in profits on the table that were within its control on the other hand Tesla posted stronger than expected fourth quarter earnings and its CEO Elon Musk said orders for January to date were the strongest in the car company's history and we nearly twice the rate of Tesla's Global Production as a result Jim Cramer chose Tesla over Ford and GM adding that Tesla has no more Insider selling and he believes that this is good for the car company Tesla shares have started taking off despite catching a couple of price Target cuts from analysis and this is because Jim Cramer has indicated that Tesla may be immunized from negative coverage at current levels this is not just happening with Kramer other analysis also see great potential for the automaker in the near future According to Jim Cramer Tesla's rally is thanks to a batch of strong company earnings Tesla stock price has been rising as investors digested the batch of earnings and new gross domestic product data showing the US economy grew by a higher than expected 2.9 in the fourth quarter Jim Cramer believes that during earning season what matters is companies and their CEOs who should be smart enough to direct them he added that contrary to what many believe the economic data didn't drive the trading season's rallies speaking on the topic Kramer cited that the industry is in an earning season and so stocks are doing well because many of them delivered good numbers he said it's very confusing if you're on permanent negative autopilot because you only pay attention to the Federal Reserve if you watch the individual companies these moves will be a lot less surprising it's no longer news that Tesla's been cutting prices and according to Kramer the company has the margins to be able to do so Jim Cramer stated that he doesn't want to bet against Tesla when the company's stock is down so much and it is obvious that only a few investors would want to do that in fact many are beginning to raise their price Target on the stock despite the negative sentiment from analysis Tesla's shares have been up multiple times this year after a rather disastrous year for the company stock and the struggles have been massive for Tesla and its investors in a series of events caused the stock to drop multiple times in the previous year Tesla recently released Fort quarter results and although some investors claim that the results fell short of expectations Tesla numbers were still recording breaking numbers and indicating a good start for the car company to make massive earnings this year Tesla shares were down more than 60 percent over a one-year period but the stock is starting to go up the chart especially after recent price Cuts in China and the US Jim Cramer noted that most of the high quality Tech names which were hammered due to the fed's Unstoppable rate hikes last year are the ones which have led the digital transformation Journey for the world on multiple Industries are dependent on them according to him in 2022 the biggest and most prominent growth stocks on Wall Street including the likes of Microsoft Amazon and apple crashed and burned and nearly all of these are variations on the same story he added that these stocks were cut in half when their businesses had no such come downs and their stocks got way ahead of themselves before the FED took away the easy money there is no doubt that the current recession has been hard on automakers as many have struggled to keep up with their production and sales musk also warned in March that Tesla is seeing significant inflation pressure in raw materials and Logistics and price Cuts in China seem to have come after musk said he sees elements of a recession on the market however there is no indication that there is any cause for alarm in fact Tesla has huge demand and sales in the fourth quarter of 2022 and has started making even more and better sales this year the car company plans to push Global Production of its top selling model Y and model 3 electric vehicles sharply in the fourth quarter and to build on that growth in 2023 as newer factories in Austin and Berlin ramp up production Moscow stated that if Tesla's production forecast is achieved it will put the car maker on track to meet musk's goal for production in the coming quarter and put Tesla closer to the scale of the German brand BMW by the end of 2023.
likewise the automaker expected a new vehicle's platform is one of the huge Catalyst to look forward to Tesla wrote about the project in a press release stating that it plans to host its 2023 investor day soon and the event will be live streamed from its kicker Factory in Texas according to the car company its investors will be able to see its most advanced production wide as well as discuss long-term expansion plans Generation 3 platform Capital allocation and other subjects with Tesla's leadership team there could also be talks about Capital allocation during the investor day and it could include the stock buyback program that musk originally announced in October according to Brett Winton Chief futuristic Arc Investment Management he believes that if Tesla successfully produces this low-cost EV it will once again set the standard for the market just as it has done with its previous models the Tesla ball had previously given his take on Innovation and how this can be be a massive Edge for companies while consistent inflation rampant interest rate hikes covid-19 lockdowns in China and Russia's invasion of Ukraine LED investors to dunk risky tech stocks and pile into safer bets Jim Cramer explained his rationale for future stock picking according to him he believes that he's beaten down tech stocks can make a drastic comeback after the Federal Reserve stops its fiscal tightening Kramer said that once the FED relents he'd much rather be in big Tech all the top Cloud plays or the better run chipmakers like AMD in Nvidia while analyzing stocks that could have a massive comeback chroma also noted that there are many pure pandemic stocks that potentially cannot recover from previous years lows however although Kramer backed Tesla like it did at the end of November investors are still watching the stock closely as the selling pressure has ramped up over the last few months analysis are highlighting the downside potential in Tesla shares as they Gear Up For Whatever may happen in the next year likewise even though the stock is trading way below its expected valuation some long time Tesla Bulls are seeing the value you in the lowered price what do you think about Tesla stock performance this year let us know down below and don't forget to tell us what the evaluation of Tesla is and if you want to know more about what Tesla's been up to in the last few days go ahead and click on this next video on your screen see you there
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