Morgan Stanley maintains Tesla stock overweight, $410 target

Published 21/05/2025, 14:40
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On Tuesday, Morgan Stanley (NYSE:MS) reaffirmed its Overweight rating on Tesla stock (NASDAQ:TSLA) with a consistent price target of $410.00. According to InvestingPro data, Tesla currently trades at $344.30, with analyst targets ranging from $115 to $465. The stock’s current valuation appears rich, trading at a P/E ratio of 180x. The firm’s analysts underscored their belief that upcoming events through the end of the year will bolster investor confidence in Tesla’s significance beyond just automotive manufacturing. The analysts emphasized the importance of Tesla in the broader ’Muskonomy,’ a term referring to the economic ecosystem surrounding Elon Musk’s ventures. With a market capitalization of $1.11 trillion and trailing twelve-month revenue of $95.72 billion, Tesla maintains its position as a prominent player in the automotive industry.

The reiteration of the rating came following an interview with Tesla CEO Elon Musk by CNBC’s David Faber at the Giga Texas facility in Austin, which aired on ’Power Lunch.’ Noting the rarity of Musk’s interviews with financial media, Morgan Stanley analysts considered it important to highlight key takeaways from the discussion. They believe the insights provided by Musk during the interview could be instrumental in shaping investor perception of the company’s future direction.

During the interview, Musk touched upon various topics that could have implications for Tesla’s strategy and investor outlook. The Morgan Stanley team, led by analyst Adam Jonas, took the opportunity to parse the interview for statements that could resonate with investors and affect Tesla’s market performance.

Morgan Stanley’s Chief Equity Strategist, Mike Wilson, was quoted in the analysis, encouraging a proactive approach with the phrase "let’s get after it." This sentiment reflects the firm’s proactive stance on analyzing the potential impacts of Musk’s statements and the strategic moves of Tesla. InvestingPro analysis shows Tesla maintains a strong financial health score, with more cash than debt on its balance sheet and liquid assets exceeding short-term obligations.

In summary, Morgan Stanley maintains a positive outlook on Tesla’s stock, supported by the firm’s confidence in the company’s role within the broader economic landscape influenced by Musk’s various business endeavors. The Overweight rating and $410.00 price target remain unchanged as the firm anticipates key developments to unfold by the end of the year. For deeper insights into Tesla’s valuation and growth prospects, including 20 additional ProTips and comprehensive financial analysis, visit InvestingPro.

In other recent news, Tesla has confirmed the appointment of Jack Hartung to its Board of Directors and Audit Committee, effective June 1, 2025. Hartung, who is transitioning from Chipotle Mexican Grill (NYSE:CMG), brings extensive financial leadership experience to Tesla, having held significant roles at Chipotle. In terms of financial projections, Cantor Fitzgerald has maintained its Overweight rating on Tesla, with a price target of $425.00, highlighting positive developments such as the upcoming Robotaxi launch in Texas and the introduction of a lower-priced vehicle in 2025. The firm also anticipates growth from Tesla’s Full Self-Driving features, energy storage, and the Optimus Bot. Similarly, Morgan Stanley has reiterated its Overweight rating with a $410.00 price target, noting competitive pressures from Chinese EV manufacturers like Xiaomi (OTC:XIACF). Analyst Andy Meng from Morgan Stanley forecasts that Xiaomi’s EV business could generate significant revenues by 2027, comparable to Tesla’s past automotive revenue. These developments come amidst broader market movements, with Tesla leading a decline in tech stocks during recent premarket trading.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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