The explicit challenge of Morgan Stanley for General Motors Mary Para CEO: “How do General Motors expect it to be profitable with EVS when it seems that players like Tesla cannot do that?”

Morgan Stanley analyst Adam Jonas had a hot statement of CEO Mary Barra, compared to her non -favorable company to Tesla in the Questions and Answers Department in the profit call.

The shares in General Motors decreased by 8 % after the average net profit in the second quarter decreased by a sixth due to a part of A. $ 1.1 billion beating From the Trump administration tariff. It comes after his colleague, Detroit, the car maker StelantisJeep and RAM’s father, was previously announced during the first six months that it was swinging to a 2.3 billion euros ($ 2.7 billion) loss of 5.6 billion euros in the previous year.

The main uncertainty that draws a future look at the profits of General Motors in North America to move forward remains the effect of import duties. As a result, PIPER SANDLER was warned by PIPER SANDLER of clients that General Motors may end more than $ 8.25 in the profits of one share for this year instead of the upper limit of $ 10 in the scope of its expectations.

“But for us, these are not specific problems for the thesis. More problematic, in our opinion, is that the call has almost focused on tactical or periodic topics,” he wrote in a research note.

A bank is only arrested by paying five times next year’s profits to General Motors

The bank has given an example, such as issues such as spending on incentives, inventory levels, and the displacement of cost in terms of definitions, for example. General Motors Chevrolet is importing the famous moderation and Cadillac Optiq Evs from Mexico. Both saw an increase in Q2 The demand is likely to reflect the effects of the clouds forward as the traders who were stored on the stock before 25 % of the auto sector tariffs Hit, and while customers bought EVS before the deadline on September 30 for the end of the Federal EV credit, it was stopped by the Trump administration.

“From our point of view, if General Motors and other traditional car industry companies want to get out of the multi -year Vanak, they do not need smart tactics,” Pyber Sandler continued, “They need bold strategic changes.”

Otherwise, the bank will continue to offer General Motors on the same goal of the price of $ 48, which represents five times in the expected profits for the next year.

The stocks at General Motors listed for the first time on the New York Stock Exchange in November 2010. At that time, the company boasted about what it described as the “Public Castle Budget” free of old risks such as pension and health care obligations for employees and retirees who helped drown bankruptcy in the previous year.

However, the investors who bought the public subscription price of $ 33 for the wider stock market were rewarded. The average of the arrow is an annual complex return of 2.6 % in the fifteen years subsequently, compared to 11.8 % with S&P 500.

“How do General Motors expect it to be profitable with EVS when it seems that players like Tesla cannot do it?”

In comparison, PIPER SANDLER is viewed by Tesla, which is the company that exceeds a trillion dollars in the Magnificent 7 group, with a value of 140 times its estimated profits of 2026. One of the main reasons for that noble multi -tesla efforts in the field of artificial intelligence and human robots.

In a research note published this weekend, Piper Sandler argued with geographical expansion in the Austin region, which is served by the new Tesla The Robotaxi fleet, which works in your root (In general, it still includes dozens of cars only) It was possible that it was sufficiently favorable to roam in any negative reviews of profit prediction. The CEO of Elon Musk is scheduled to submit Quarterly profits After closing the markets on Wednesday.

General Motors did not respond to a luck Request a comment that was conducted outside the regular working hours.

But the CEO of the auto industry company, Mary Barra, faced the audit of analysts during her collective call in the second quarter, where she asks for another Tesla, where is her human robots?

“It seems that Elon is also coming out of the auto industry, as he clearly removed the capital from the work and doubles artificial, independence and robots,” Adam Jonas, Morgan Stanley analyst, said during the investor’s call on Tuesday. “How do General Motors expect it to be profitable with EVS when it seems that players like Tesla cannot do it?”

Para replied that there are partnerships “We are looking at” in the field of automation, but when it comes to the subject, General Motors is primarily interested in improving efficiency in its auto factories.

General Motors CEO replied: “In general, we focus on what will lead to improving manufacturing.”