COMPANY
Tesla
TSLA:US
Primary coverage by Pierre Ferragu
Research
-
Bible 2Q24 – Autos: Semis at the trough of the cycle, while end demand slowsSeptember 5, 2024 — Pierre Ferragu
-
Xiaomi’s EV, Auto & Industrial cycle, Uber/Cruise, and more. Tech Weekly Wrap-upAugust 28, 2024 — Pierre Ferragu
-
Cloud revenues re-accelerating, capex beat, EVs & auto semis weak, memory thesis playing out, and more. The Tech Weekly Wrap-upJuly 29, 2024 — Pierre Ferragu
-
Tesla 2Q24: Margins will take time to recover. Lack of near-term catalysts. Downgrade to Neutral, $225July 24, 2024 — Pierre Ferragu
-
Tesla pre-2Q24 Model UpdateJuly 15, 2024 — Pierre Ferragu
Events
-
Mar
14TechnologyMarch 14, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Feb
27TechnologyFebruary 27, 2023Hosted by Pierre FerraguWatch Replay -
Jan
09TechnologyJanuary 9, 2023Hosted by Pierre FerraguWatch Replay -
Jan
06TechnologyJanuary 6, 2023Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Aug
31TechnologyAugust 31, 2022Hosted by Pierre FerraguWatch Replay -
Mar
25TechnologyMarch 25, 2022Hosted by Pierre FerraguWatch Replay -
May
20TechnologyMay 20, 2021Hosted by Pierre FerraguWatch Replay -
May
19TechnologyMay 19, 2021Hosted by Pierre FerraguWatch Replay -
May
07TechnologyMay 7, 2021Hosted by Pierre FerraguWatch Replay -
Mar
09TechnologyMarch 9, 2021Hosted by Pierre FerraguWatch Replay -
Oct
09TechnologyOctober 9, 2020Hosted by Pierre FerraguWatch Replay -
Nov
08TechnologyNovember 8, 2019Hosted by Pierre FerraguWatch Replay -
Jun
13TechnologyJune 13, 2019Hosted by Pierre FerraguWatch Replay -
Jun
06TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
Oct
03TechnologyOctober 3, 2018Hosted by Pierre FerraguWatch Replay -
May
15 -
May
04