EMERGINGTECHRESEARCHMobilityTechPublicCompSheetandValuationGuideQ220242Q22024MOBILITYTECHPUBLICCOMPSHEETANDVALUATIONGUIDEKeytakeaways•Duringthequarter,large-captechsharescontinuedtooutperform.TheS&P500InformationTechnologyIndexwasup13%,andNasdaqwasup8%comparedwithagainof4%fortheS&P500andadeclineof3%fortheRussell2000.•Mobilitytechcomparablesweremixedforthequarter.EVsalesintheUShaveslowed.TeslasufferedasecondsequentialdeclineinsalesforQ22024.•Advancedairmobilitycompsdeclined5%duringthequarter.BothBoeingandAirbussawdeclinesintheirshares,whileLockheedMartinsharesrose3%withastrongeroutlookfordefensespending.•Autocommerceshareswereessentiallyflatforthequarter.Carvanawasagainastandout,withsharesup48%.Softeningpricing,higherrates,andaweakeroutlookfortheconsumerintheUSledsharesoftraditionalcarvendorslowerduringthequarter.•Autonomousdrivingcompsdeclinedonaverageduringthequarter.SharesofAEyewereup47%butremainvolatileandweredown99%fromthemarketpeakattheendof2021.OverallsharesofLidar-relatedcompaniesaredown72%onaveragefromthemarketpeak.•Sharesofride-hailingcompswereup8%onaverageforthequarterbutmixedoverall.Lyftsharesdeclined27%,whileTooslawasup58%.Overthelongerterm,Ubercontinuestodistanceitselffromthepack,withsharesup65%sincetheendof2021comparedwithsizabledouble-digitdeclinesforitscompetitorsoverthesameperiod.•EVco...
发表评论取消回复