Latest news with #Sheppard
Business Insider
4 hours ago
- Automotive
- Business Insider
Tesla (TSLA) Is About to Report Q2 Earnings. Here's What to Expect
Electric vehicle (EV) maker Tesla (TSLA) is scheduled to report its second-quarter earnings after the market closes on Wednesday, July 23. TSLA stock has declined 19% year-to-date, reflecting investors' concerns about weak sales amid intense competition in the EV space, margin pressures, CEO Elon Musk's political ambitions, and the loss of Federal EV credits. Wall Street expects Tesla to report earnings per share (EPS) of $0.39, reflecting a 25% year-over-year decline. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Analysts expect the company's bottom line to be impacted by a 13% decline in revenue to $22.19 billion and lower margins. As seen in this chart from Main Street Data, Tesla's Q2 deliveries declined 13.5% year-over-year to around 384,120 vehicles. Investors will look forward to management's commentary on the demand backdrop in the EV space amid tough macro conditions and growing competition, the launch of low-cost EV models, further rollout of robotaxis, and the changing regulatory landscape. Analysts' Views Ahead of Tesla's Q2 Earnings Heading into Q2 results, Cantor Fitzgerald analyst Andres Sheppard reiterated a Buy rating on Tesla stock with a price target of $335. The 5-star analyst updated his Q2 estimates to reflect Tesla's deliveries and lower-than-expected deployment of energy storage products in the quarter. Sheppard expects Q2 revenue to come in at about $21 billion, down from his prior estimate of $24.1 billion. Interestingly, Sheppard kept his 2025 and 2026 annual revenue and EPS estimates intact. The analyst views the company's robotaxi business as a 'software-as-a-service, high-margin model,' and expects it to have the ability to rapidly scale following commercialization. Sheppard remains confident about Tesla's ability to capture a significant share of the autonomous driving and ride-sharing industries. Meanwhile, Barclays analyst Dan Levy reiterated a Hold rating on Tesla stock with a price target of $275. Interestingly, Levy believes that even as the company faces 'increasingly weaker fundamentals,' TSLA stock could outperform following Q2 results as investors focus on long-term robotaxi ambitions. The analyst added that Tesla's Q2 earnings call presents an opportunity for the company's robotaxi/autonomous vehicle (AV) narrative to shine. He thinks that Musk might discuss fleet growth targets or expansion plans during the call. While Levy expects a slight sequential improvement in Tesla's auto gross margin (excluding regulatory credits), he cautioned that margins will likely remain depressed compared to prior years. The analyst also noted the decline in Tesla's full-year EPS estimate from over $3.20 at the beginning of the year to $1.84. Levy believes that the expected delay in the launch of Tesla's low-cost model could also weigh on investor sentiment. AI Analyst Is Bullish on Tesla Stock Ahead of Q2 Print TipRanks' AI stock analysis reflects an Outperform rating on Tesla stock with a price target of $351, reflecting a 6.85% upside potential. The AI analyst rating is based on strong financial performance and favorable aspects highlighted during the Q1 earnings call. However, technical indicators are mixed and valuation looks elevated. Options Traders See Major Movement in TSLA Stock on Q2 Earnings Using TipRanks' Options tool, we can see what options traders are expecting from the stock immediately after its earnings report. The expected earnings move is determined by calculating the at-the-money straddle of the options closest to expiration after the earnings announcement. If this sounds complicated, don't worry, the Options tool does this for you. Indeed, it currently says that options traders are expecting about a 7.36% move in either direction in Tesla stock in reaction to Q2 results. Is TSLA Stock a Buy or Sell? Given the ongoing challenges, Wall Street has a Hold consensus rating on Tesla stock based on 13 Buys, 13 Holds, and eight Sell recommendations. The average TSLA stock price target of $299.52 indicates a downside risk of 8.8% from current levels.
Yahoo
8 hours ago
- Sport
- Yahoo
Packers sign WR Will Sheppard, K Mark McNamee
The Packers signed wide receiver Will Sheppard and kicker Mark McNamee on Tuesday, the team announced. Sheppard is a rookie who played 55 games at Vanderbilt (2020-23) and Colorado (2024). He finished with 200 receptions for 2,688 yards (13.4 avg.) and 27 touchdowns. Sheppard also returned 18 punts for 131 yards (7.3 avg.). McNamee, also a rookie, joins the Packers as part of the NFL's International Player Pathway Program. The Ireland native comes to Green Bay after spending the last month with the BC Lions of the Canadian Football League. McNamee participated in the 2025 NFL Scouting Combine. He was a goalkeeper in Gaelic football for Ballyboden St Endas in Dublin, Ireland.
NBC Sports
9 hours ago
- Sport
- NBC Sports
Packers sign WR Will Sheppard, K Mark McNamee
The Packers signed wide receiver Will Sheppard and kicker Mark McNamee on Tuesday, the team announced. Sheppard is a rookie who played 55 games at Vanderbilt (2020-23) and Colorado (2024). He finished with 200 receptions for 2,688 yards (13.4 avg.) and 27 touchdowns. Sheppard also returned 18 punts for 131 yards (7.3 avg.). McNamee, also a rookie, joins the Packers as part of the NFL's International Player Pathway Program. The Ireland native comes to Green Bay after spending the last month with the BC Lions of the Canadian Football League. McNamee participated in the 2025 NFL Scouting Combine. He was a goalkeeper in Gaelic football for Ballyboden St Endas in Dublin, Ireland.
USA Today
19 hours ago
- Sport
- USA Today
Packers signing rookie WR ahead of training camp
The Green Bay Packers are signing a rookie wide receiver ahead of Wednesday's start to training camp. According to multiple reports, the Packers will sign undrafted free agent Will Sheppard, a rookie out of Colorado, to the 90-man offseason roster. Sheppard (6-2, 203) originally agreed to sign with the Tampa Bay Buccaneers following the 2025 NFL draft but failed his physical. He also participated at the Denver Broncos minicamp as a tryout player but was not signed. After four seasons at Vanderbilt, Sheppard transferred to Colorado and was an important player for the Buffaloes in 2024. He caught 48 passes for 621 yards and six touchdowns across 13 games. While Sheppard had five games with two or fewer catches, he also had a six-game stretch where he caught all six of his touchdown passes and Colorado went 5-1. Sheppard played almost exclusively out wide for Colorado. He averaged 1.22 yards per route run, per PFF, a relatively poor number at the college level, but Sheppard did catch 12 of 24 contested catch opportunities and only had two drops. He previously caught 152 passes for 2,067 yards and 21 touchdowns over 42 games at Vanderbilt. He caught nine touchdown passes in 2022 and eight more in 2023. Sheppard played more in the slot (roughly 20 percent of snaps) while at Vanderbilt and was a more efficient receiver overall, averaging 2.12 yards per route run in 2022 and 1.93 in 2023. Sheppard participated at the East-West Shrine Game. During pre-draft testing, Sheppard ran the 40-yard dash in 4.59 seconds -- a slow time for a receiver his size -- but also hit 40.5" in the vertical leap and covered 10-6 in the broad jump, giving him a Relative Athletic Score of 8.72. From Lance Zierlein of "Fifth-year senior with steady catch production over the last four seasons. Sheppard has good size and average speed. However, he will run routes below his optimal play speed and leaves too many routes unfinished. His ball skills are much better down the field than underneath and he toggles between a spectacular catch and a frustrating lack of catch finishing. He sees a high number of routes contested but lacks the feistiness to win those battles at a high enough rate." Sheppard joins a fascinating receiver group for the Packers featuring rookies Matthew Golden, Savion Williams and Sam Brown Jr. Sheppard was among a group of players working out for the Packers on Monday. Expect the signing to become official on Tuesday.
Yahoo
a day ago
- Automotive
- Yahoo
Veteran analyst drops surprise call on Tesla ahead of earnings
Veteran analyst drops surprise call on Tesla ahead of earnings originally appeared on TheStreet. Tesla () CEO Elon Musk has had quite an eventful 2025 so far. From courtroom standoffs with the SEC to Grok's AI misfires, his headlines have had little to do with electric vehicles lately. 💵💰💰💵 Throw in the social media brawls with President Trump, and it's obvious that the billionaire's bandwidth is stretching thin. But while the world watches the noise, something else is shifting behind the scenes, and it has a lot more to do with Tesla's fundamentals than its founder's firestorms. Another Tesla sales drop has investors bracing for more pain Tesla's 2025 started on the back foot, and things haven't seemed to pick up much Q1, Tesla delivered just over 336,000 vehicles globally, representing a drop of 13% year-over-year. It blamed retooling for the refreshed Model Y, which led to multiple production weeks. But that wasn't the only weakness. Moreover, European sales continued their slide, with March registrations in the Netherlands falling close to 50% half compared to last year. Even in Tesla-friendly California, Q1 registrations declined 15%, hinting at remarkable demand softness on home turf. That sluggish momentum rolled into Q2. Though Tesla produced more than 410,000 vehicles, it delivered just 384,000, a 13.5% year-over-year decline. That marks the second consecutive annualized sales drop, leaving Tesla trailing well behind expectations. Additionally, analysts are starting to signal something more than a temporary dip. Moreover, with the global EV market maturing and Chinese rivals like BYD blowing ahead, sales are expected to grow by 45% this year. And there's more than just market dynamics at play. Elon Musk's political moves have also sparked a major backlash from consumers and dealers. In an industry where brand equity matters a ton, Musk's growing baggage is tipping the scales for some buyers. Now the pressure is on the second half of the year. After missing on both Q1 and Q2 results, Tesla needs a serious rebound to hit full-year goals, which seems like a tall order at this point. Top analyst slashes Tesla sales outlook as Q2 deliveries stumble Andres Sheppard's 13% trim to Tesla's Q2 revenue forecast is a shot across the bow before earnings Cantor Fitzgerald analyst discusses disappointing deliveries and soft energy revenue, lowering his estimates from $24.1 billion to about $21 billion. That's a major reset in investor expectations just a couple of days before Tesla opens the books. Q2 deliveries came in at 384,122 units, down sequentially and from the prior year. Still, he's not turning bearish. Sheppard held firm on his Buy rating and a $355 price target, suggesting roughly an 8% upside from current levels. Why the optimism? It's all about what's coming next. He expects Tesla will update its full-year outlook and, more importantly, offer a clearer timeline for its low-cost EV. That model was teased early in 2025 but has seen few official updates. Investors will listen closely for more details, especially with CEO Elon Musk hyping the vehicle as a game-changer for global demand. Moreover, Sheppard is bullish on Tesla's Robotaxi ambitions. He feels the autonomous ride-hailing business could become a future profit engine, a massive, high-margin, software-driven platform that could potentially scale fast and capture a major chunk of a fast-growing market. With trade tensions and tariffs looming, the analyst says any signals about vehicle demand in the second half of 2025 will prove critical. Overall, the revenue downgrade is likely to spook investors short term, but if Tesla delivers a clear roadmap on Robotaxis and affordable EVs, Wall Street could easily shift its gears on the EV analyst drops surprise call on Tesla ahead of earnings first appeared on TheStreet on Jul 21, 2025 This story was originally reported by TheStreet on Jul 21, 2025, where it first appeared. Sign in to access your portfolio
