COMPANY
Tesla
TSLA:US
Primary coverage by Pierre Ferragu
Research
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Tesla ahead of the print – Updated thoughts on all topics, but the quarterApril 17, 2024 — Pierre Ferragu
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Tesla 1Q24 Deliveries: Weak demand in the US adds to expected production issuesApril 2, 2024 — Pierre Ferragu
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Tesla 1Q24 likely the bottom. Sequential growth and recovering margins beyond – Buy, target price $280March 21, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 4Q23March 12, 2024 — Pierre Ferragu
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Bible 4Q23 – Autos: Production at a high, EVs slowing, correction in Semis.February 28, 2024 — Pierre Ferragu
Events
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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
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May
04