Tesla Stock: What's Behind Today's Movement

Tesla Inc shares are experiencing a decline in trading on Tuesday, despite strong sales data from China. The company’s stock valuation is facing renewed scrutiny, with some investors expressing skepticism about its current value.

Market Analysis

  • TSLA Stock Performance: The stock is showing weakness, with a current price of $425.70, down 1.03% at the time of publication.
  • 50-Day Moving Average: Tesla is trading approximately 2.2% below its 50-day moving average, indicating a short-term bearish trend.
  • 200-Day Moving Average: The stock remains significantly above its 200-day moving average, which is approximately 24.6% higher, indicating a longer-term bullish sentiment.

Investor Insights

  • Michael Burry’s View: Famed “Big Short” investor Michael Burry has expressed skepticism about Tesla’s valuation, calling it “ridiculously overvalued”. He argues that the company’s 3.6% annual shareholder dilution rate, with no buybacks to balance it, is a concern.
  • Burry’s Clarification: Burry has clarified that he is not currently shorting Tesla stock, despite his critical views on the company’s valuation.

Sales Performance

  • China Sales: Tesla’s China-made EV sales climbed 9.9% in November year-over-year, according to Reuters.
  • Model 3 and Model Y Sales: The company’s Shanghai-produced Model 3 and Model Y cars, along with exports to Europe and other places, recorded a 41% increase in November compared to October.

Competition

  • Local Competitors: Tesla faces huge pressure from local competitors, including BYD.
  • New Entrants: Xiaomi has rapidly established itself as a formidable opponent in the electric vehicle sector, with its SU7 sedan and YU7 SUV.

Technical Analysis

  • 52-Week Range: The stock’s 52-week range of $214.25 to $488.53 highlights its substantial volatility and potential for price swings.
  • Key Support Levels: The recent low of $422.12 and the $430 mark are key support levels to watch, which could lead to further downside or resistance.

Conclusion

Tesla’s stock movement is influenced by a combination of factors, including its valuation, sales performance, and competition. Investors should keep a close eye on the company’s progress and market trends to make informed decisions.