REE Automotive: Electrifying The Truck Stop? Analyst Bullish On EV Platform
REE Automotive: Electrifying The Truck Stop? Analyst Bullish On EV Platform
Roth MKM analyst Craig Irwin initiated coverage on REE Automotive Ltd. (NASDAQ:REE) at a Buy rating with a price target of $14.
罗斯MKM分析师克雷格·欧文开始对瑞电汽车有限公司（纳斯达克股票代码：REE）进行报道，评级为买入，目标股价为14美元。
The analyst writes that REE is positioned to serve billion-dollar markets and catalysts in 2H24 likely confirm customer interest and adoption.
该分析师写道，REE有望在24年下半年为数十亿美元的市场提供服务，催化剂可能会证实客户的兴趣和采用率。
The analyst says that management developed the REEcorner to facilitate the adoption of x-by-wire and electric drivetrain technology in Class 3-5 trucking markets, which enables cost efficiencies, format flexibility, and improved safety.
该分析师表示，管理层开发ReeCorner是为了促进3-5级卡车运输市场采用线控传动和电动传动系统技术，从而提高成本效益、格式灵活性并提高安全性。
Also Read: EXCLUSIVE: REE Partners with Penske to Launch P7-C EV Trucks, Enhancing Fleet Electrification Options
另请阅读: 独家：REE 与 Penske 合作推出 P7-C 电动卡车，增强车队电气化选项
The analyst estimates 2024 cash use at around $75 million and notes ~$14.5 million in cash raised to date in 2024.
该分析师估计，2024年的现金使用量约为7500万美元，并指出2024年迄今已筹集了约1450万美元的现金。
Irwin says that REE should execute on an initial revenue ramp in FY24 with positive gross margins in mid-FY25 and positive adjusted EBITDA in FY26.
欧文说，REE应在24财年实现初始收入增长，25财年中期毛利率为正，26财年调整后的息税折旧摊销前利润为正。
The analyst estimates that a significant revenue ramp going into FY25 which reflects a move into volume production near the end of FY24.
分析师估计，进入25财年的收入将大幅增长，这反映了24财年末将进入量产阶段。
The analyst expects delivery of 50 vehicles in FY24, rising to 1,050 and 4,100 vehicles in FY25 and FY26, respectively.
该分析师预计，24财年交付量为50辆，在25财年和26财年分别增至1,050辆和4,100辆。
In March, REE reported fourth-quarter FY23 sales growth of 116% Q/Q to $455,000, missing the analyst consensus estimate of $1.35 million.
3月，REE报告称，23财年第四季度的销售额同比增长116％，至45.5万美元，未达到分析师普遍预期的135万美元。
Price Action: REE shares are up 8.41% at $5.11 at the last check Friday.
价格走势：周五最后一次支票时，REE股价上涨8.41％，至5.11美元。