If I annualize last week’s $Tesla(TSLA.US) 3Q delivery beat of 25,000 (487K vs 462K), and estimate by how much annual adj EPS should increase assuming this is a permanent volume boost, I come up with +.15/share, which should be worth roughly $32/share to TSLA stock price. TSLA is up +$23/share since Friday morning so there may be more near-term upside assuming the market is efficient.
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