Part 5/11:
Turning to Tesla’s upcoming performance catalysts, industry analyst Gary Black outlines several key points. He predicts Tesla will most likely beat earnings expectations for the upcoming quarter, based on a history of only one miss in the past eleven quarters. The critical factor remains Tesla's gross margins—if margins hover around 20%, the stock remains attractive; if not, it may present a buying opportunity due to market volatility.
Another promising sign is Tesla’s Megapack revenue, which is expected to double year-over-year. Although this growth hasn't yet been evident in financial results, it signals that large-scale energy storage solutions are gaining traction and could become a considerable revenue stream.