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  1. Morgan Stanley's Cobalt Report Mirrors My Analysis Of Tesla's Supply

    morgan stanley tesla research report

  2. Reading the NEW Tesla Report from Morgan Stanley

    morgan stanley tesla research report

  3. Morgan Stanley's original report on Tesla

    morgan stanley tesla research report

  4. Morgan Stanley Raises Tesla Target to $400 with 66 Page Report That

    morgan stanley tesla research report

  5. Morgan Stanley Raises Tesla Target to $400 with 66 Page Report That

    morgan stanley tesla research report

  6. Tesla's growth story continues in manufacturing and not autonomy

    morgan stanley tesla research report

COMMENTS

  1. Tesla's AI Revolution: Morgan Stanley Predicts Explosive Growth

    Morgan Stanley researchers think that Tesla is onto something really big with Optimus. ... According to their December 15 research report, the analysts expect a Cambrian explosion moment, when AI ...

  2. Morgan Stanley's Take on Dojo

    This report is the result of extensive research by equity analyst Adam Jonas and his associates at Morgan Stanley. Morgan Stanley published a 66-page report that takes a deep dive into how Dojo is bound to give Tesla a distinct advantage over other automakers in the near future.

  3. Morgan Stanley Raises Tesla Target to $400 with 66 Page Report That

    Details of Morgan Stanley's 66-page upgrade report for Tesla to now "overweight" with a Price Target of $400 (from $250): - Catalyst: Dojo, V12 of FSD and next AI day (early 2024) - Dojo (purpose-built super computer to train FSD) can add up to $500bn of value, through faster adoption of robotaxi and SaaS.

  4. PDF Tesla Inc TSLA (XNAS)

    Tesla's strategy is to maintain its market leader status as EVs grow from a niche auto market to reaching mass consumer adoption. To do so, the company is undergoing a massive capacity expansion to increase the number of vehicles it can produce. Tesla also invests around 5% of its sales in research and development, focusing on

  5. Tesla's 'Confusing Metamorphosis' Explained: 5 Key Insights from Morgan

    According to Morgan Stanley analysts, electric carmaker Tesla Inc. (TSLA, Financial) is in the middle of "the most significant perturbation of priorities and strategy" in its history. While the ...

  6. Adam Jonas explains why Tesla will be better at being Nvidia than Nvidia

    It takes something big to cut through all this noise, or at least something bombastic: something like a 66 page research report from Morgan Stanley analyst Adam Jonas and six of his colleagues ...

  7. Morgan Stanley Notes Potential Shift in Tesla's Business Model

    Tesla, the world's leading electric vehicle manufacturer, may be shifting its business model as it deprioritizes the "highly anticipated" Model 2. In his latest research note, Morgan Stanley analyst Adam Jonas highlighted Elon Musk's announcement that Tesla will unveil its robotaxi on August 8.

  8. Tesla shares jump after Morgan Stanley predicts Dojo ...

    Tesla's Dojo supercomputer could fuel a $500 billion jump in the electric vehicle maker's market value, analysts at Morgan Stanley said in a note Monday.

  9. Morgan Stanley Upgrades Tesla (TSLA)

    Fintel reports that on September 11, 2023, Morgan Stanley upgraded their outlook for Tesla (NASDAQ:TSLA) from Equal-Weight to Overweight.. Analyst Price Forecast Suggests 1.56% Downside. As of ...

  10. Tesla jumps as analyst predicts $600 billion value boost from Dojo

    Morgan Stanley raised its 12-18 month target on Tesla's shares by 60% to $400 - the highest among Wall Street brokerages, as per LSEG data - which, it estimated, would give the EV maker a market ...