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📰 $TSLA – TESLA NEW MODEL ROLLOUTS COULD LIFT DEMAND: BAIRD Tesla’s 4Q and full-year deliveries missed Baird expectations, but the company could see wins from the launch of new, more affordable models this year, the analysts say. Those potential launches could be a demand catalyst, even if deliveries will likely be lumpy due to the rollout of those new models. “We also believe growth in the Energy business, launching (and scaling) a robotaxi business, and expanding the capabilities/use of Optimus are additional milestones to watch for,” the analysts add. Shares fall 5.1% to $383.09

January 2, 2025
Frank

$TSLA – TESLA NEW MODEL ROLLOUTS COULD LIFT DEMAND: BAIRD

Tesla’s 4Q and full-year deliveries missed Baird expectations, but the company could see wins from the launch of new, more affordable models this year, the analysts say. Those potential launches could be a demand catalyst, even if deliveries will likely be lumpy due to the rollout of those new models. “We also believe growth in the Energy business, launching (and scaling) a robotaxi business, and expanding the capabilities/use of Optimus are additional milestones to watch for,” the analysts add. Shares fall 5.1% to $383.09