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Autos

Sector

-0.4%

Names covered1Analysts active2Publications this week0

The names

What sits inside this sector.

TSLATesla, Inc. -363.56-1.2%8 publications · 2 open calls

RIVNRivian Automotive, Inc.16.05+0.3%0 publications

Stoa coverage of Autos

How much of Stoa is publishing here. Volume only, never a house view.

Open calls

Analysts active

Publications this week

Resolved calls

Publications in this sector

Calls on names here, and commentary tagged to the sector itself.

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CALLLongCall

Tesla: the energy business has outgrown its label

Storage backlog now extends past combined installed capacity and grid operators are signing multi-year fixed-price contracts, which is the opposite of the vehicle business.

Hana Ito· AUG 13

Subscribers

RESEARCHShortCall · Thesis

Tesla: the energy business cannot carry the vehicle multiple

Storage is the best part of this company and roughly a tenth of revenue. Vehicle gross margin excluding credits is still compressing and no plausible ramp closes that gap here.

Analysts covering this sector

Who publishes here most.

Elena Petrova4 calls

Hana Ito3 calls

Elena Petrova· AUG 7

CALLShortCall

Tesla: demand elasticity turned out to be worse than assumed

Volume responded once and has responded less every time since.

Elena Petrova· JUL 29

Free

RESEARCHLongCall · Thesis

Tesla: cost per unit is falling faster than price

Cost per vehicle fell faster than average selling price for the first time in six quarters. That is the only configuration in which this business scales profitably.

Hana Ito· JUL 11

Subscribers

NOTEAUTOSNote

Tesla: storage is the line item that re-rates this

Storage backlog now extends past combined installed capacity and grid operators are signing multi-year fixed-price contracts, which is the opposite of the vehicle business.

Hana Ito· JUL 2

Subscribers