골드만삭스의 경고, "테슬라 가격 인하, 그리 좋아 보이진 않는다"

Goldman Sachs lowered its earnings forecast for Tesla, saying the electric car company's price cuts could hurt earnings per share (EPS). "We believe Tesla could further reduce prices to support higher volumes in 2024, which would mitigate EPS benefits from cost reductions," said Goldman Sachs analyst Mark Delaney. Goldman Sach's Mark Delaney forecast that Tesla will report earnings of $2.90 and $4.15 per share for the remainder of 2023 and 2024, down from $3.00 and $4.25, respectively. Delaney attributed the downward earnings revisions to Tesla's goal of increasing production. He said the increase in production will hurt gross margins before taking into account state incentives and tax credits from the Inflation Reduction Act (IRA). Tesla plunged 3.32% after Goldman Sachs' warning.

골드만삭스는 전기 자동차 회사의 가격 인하가 주당 순이익(EPS)을 저해할 수 있다며 테슬라의 수익 전망을 낮췄다. 골드만삭스의 애널리스트 마크 델라니는 "테슬라가 2024년에 더 많은 물량을 지원하기 위해 가격을 더 낮출 수 있다고 생각하며, 이는 비용 절감으로 인한 EPS 혜택을 완화할 것으로 믿는다"고 말했다. 골드만 삭의 마크 델라니는 테슬라가 2023년 남은 기간과 2024년에 각각 3.00달러와 4.25달러에서 하락한 주당 2.90달러와 4.15달러의 수익을 보고할 것으로 예측했다. 델라니는 이러한 실적 하향 조정은 테슬라가 생산량을 늘리려는 목표 때문이라고 설명했다. 그는 생산량 증가가 주정부 인센티브와 인플레이션 감소법(IRA)의 세금 공제를 고려하기 전에 총 마진에 타격을 줄 것이라고 말했다. 골드만삭스의 경고 후 테슬라는 3.32% 급락했다.

Tesla price cuts to hinder TSLA’s earnings: Goldman Sachs

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