Morgan Stanley positioned a vehicle manufacturer as his favorite choice within the American automotive sector. The qualification for the company is to “overcome”, with an objective price of US $ 430, which implies a potential rise of 46.8%.
Tesla’s actions could star in a strong recovery after a complicated start of the year, promoted by its commitment to artificial intelligence and robotics. This is what Morgan Stanley points out, which positioned the manufacturer of electric vehicles as His favorite choice within the American automotive sector.
The analysis comes from Adam Jonas, who stressed that Tesla’s potential goes beyond car manufacturing, with autonomy and robotics as growth engines. The qualification for the company is to “overcome”, with an objective price of US $ 430, which implies a potential rise of 46.8%.
Tesla and the jump to AI and robotics
According to Jonas, the company could face an interannual drop in its deliveries during exercise 2025, which would generate an attractive entry point for investors. “Car deliveries have been below expectations, but the company’s narrative has not changed. Tesla is in full transition of being a pure automotive player to a highly diversified company in artificial and robotic intelligence,”held.
The report comes in a context of pressure for action, which It accumulates a fall greater than 27% so far this year and more than 40% from its December maximum of December. Among the reasons for the recoil, analysts point out the uncertainty about the role of Elon Musk in the US political scene and growing competition in the electric vehicle segment, which was reflected in a 45% drop in Tesla sales in Europe last month.
Humanoids, a long -term bet
One of the most outstanding points of the Morgan Stanley report is Tesla’s potential in the development of Humanoid robots Although they do not appear within the base or bullish scenarios of the action, Jonas considers that they could represent a long -term opportunity for billion dollars. “Humanoids are gaining enough traction to move the action”, He affirmed, and estimated that every 1% of the American workforce that can be replaced By the Tesla Optimus robot would add approximately US $ 100 to the price of the action.
“While cars are still a key component, incorporated artificial intelligence is the true driver of our upstream of US $ 800 per action,” The analyst added, which would represent a rise potential of 173%.
The energy storage business, another growth engine
Beyond robotics and autonomy, Jonas also projects an expansion of the Tesla Energy Storage Segment, which could gain greater relevance in 2025. “We believe that investors will continue to value the nascent industries of incorporated artificial intelligence, where Tesla has achieved a significant competitive advantage,” He stressed
After Morgan Stanley’s recommendation, Tesla’s actions registered a 2%rebound. However, the market consensus remains divided: According to LSE data, 24 of 53 analysts recommend “buy” or “strong purchase”, while 17 suggest “maintain” and 12 qualify them with “lower performance” or “sale.”
Source: Ambito
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