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Tesla Energy Draws Attention, Praise From Analysts, With Potential AI Boom: 'Gaining Market Share Or The Entire Market Is Growing Dramatically In 2024'
Wednesday, July 3, 2024 - 2:16pm | 948Tesla Inc (NASDAQ:TSLA) shares have soared since the company beat second-quarter delivery estimates from analysts. Here's a look at what analysts are saying about deliveries, as well as shares up 35% over the last month. The Tesla Analysts: Guggenheim analyst Ronald Jewsikow had a Sell rating and...
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Elon Musk's EV Giant Will See Revenue From Its Auto Business Slumping This Year, But Tesla 'May Hold Some Important Cards In The Evolution Of The US Grid,' Says Analyst
Wednesday, June 26, 2024 - 7:59am | 580Morgan Stanley analyst and Tesla Inc (NASDAQ:TSLA) bull Adam Jonas forecasts Tesla’s revenue from its energy segment to rise this year as its core EV business witnesses a revenue fall. What Happened: Jonas values Tesla Energy at $36 per share of his $310 price target for...
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Tesla Bull Adam Jonas Thinks Tesla Will Make A Phone, Elon Musk Hopes It Won't Be Needed
Thursday, June 13, 2024 - 4:39am | 440Tesla Inc (NASDAQ:TSLA) CEO Elon Musk on Wednesday put his mixed signals on building a phone in perspective, saying that though the company could indeed build a phone, he hopes that it is not “needed.” What Happened: Tesla has its tech stack, thereby enabling it to build its phone, Musk...
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Morgan Analyst Analyst Expects AI Growth To Weigh Heavier On Power Grid Than EVs
Friday, June 7, 2024 - 8:43am | 534Morgan Stanley analyst Adam Jonas thinks that the rapid growth of artificial intelligence and its impact on the electricity grid will subsequently have an impact on EV giant Tesla Inc (NASDAQ:TSLA) and other automakers. What Happened: The brokerage’s Clean Tech and Global...
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Tesla Analyst Warns Shareholders AI Investments Could Slow If Elon Musk Doesn't Get 25% Voting Stake
Wednesday, June 5, 2024 - 6:47am | 572Morgan Stanley analyst Adam Jonas thinks Tesla Inc (NASDAQ:TSLA) shareholders must be prepared for the EV company to slow down or curtail direct investments in advanced AI efforts if its billionaire CEO Elon Musk does not achieve a 25% voting stake in the company. What Happened: Musk has previously...
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57% Of Investors Expect Elon Musk's $56B Pay Package To Be Approved As Tesla Inches Closer To Vote: Poll
Saturday, June 1, 2024 - 3:46am | 729Morgan Stanley analyst Adam Jonas conducted an investor survey over the week to conclude that more investors expect Tesla (NASDAQ:TSLA) CEO Elon Musk‘s 2018 pay package to be reinstated than not. What Happened: 57% of the 109 respondents to the survey expect the package to be approved with a...
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Elon Musk's AI Ambitions Tied To Tesla's Success, Says Morgan Stanley Analyst: 'More Conspicuously Linked'
Tuesday, May 21, 2024 - 8:32am | 646Morgan Stanley analyst Adam Jonas believes Elon Musk needs his EV company Tesla Inc (NASDAQ:TSLA) “more than ever before” or as much as the company needs him. What Happened: Jonas sees Musk’s businesses collectively investing tens of billions of dollars in AI...
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Tesla Bull Gary Black Says 'Likely' Approval Of Elon Musk's $56B Pay Package Is 'Next Major Catalyst' For The Company
Saturday, May 18, 2024 - 4:03am | 567Future Fund Managing Partner Gary Black believes Tesla Inc (NASDAQ:TSLA) CEO Elon Musk‘s 2018 compensation package will likely be overwhelmingly approved by shareholders in the upcoming annual meeting, rendering a “huge positive” to the company. What Happened: Black is...
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Tesla Analyst Sees Annual Shareholder Meeting As Key To Determining Elon Musk-Led Company's Future Strategy
Saturday, May 11, 2024 - 2:09am | 455Morgan Stanley analyst Adam Jonas sees Tesla Inc‘s (NASDAQ:TSLA) upcoming shareholder vote driving material volatility in the stock and determining the company’s long-term strategic direction as company CEO Elon Musk‘s pay package hangs in limbo. Analyst Recommendation...
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Mobileye Global Hit By Surprise EV Slowdown; This Analyst Turns Bearish
Friday, April 26, 2024 - 2:36pm | 417Mobileye Global Inc (NASDAQ:MBLY) reported a 48% year-on-year revenue decline for the first quarter. According to Morgan Stanley, the stiff competition and the unexpected downturn in electric vehicle (EV) adoption limits Mobileye's TAM (total addressable market) through 2030. The Mobileye Global...
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Tesla Analyst Feels Core Auto Unit Worth Only $62 Per Share But Remains 'Overweight' On Stock Amid Incoming 'EV Recession:' Here's Why
Thursday, April 18, 2024 - 5:28am | 680Morgan Stanley analyst Adam Jonas believes there’s an EV market “recession” coming but feels EV giant Tesla, Inc. (NASDAQ:TSLA) will emerge stronger, thanks to its investments in the AI sector. Analyst Recommendation: “The global EV...
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Why This Tesla Bull Feels More Optimistic About Energy Storage Than Robotaxis Or FSD V12
Friday, April 12, 2024 - 8:16am | 562Morgan Stanley analyst Adam Jonas on Thursday reiterated his positive outlook for EV giant Tesla (NASDAQ:TSLA) despite increased earnings pressure and forecasts of increased volatility in the near term. What Happened: Jonas expects heightened volatility for Tesla stock in the next...
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Elon Musk Says Cost Of Making An Optimus Is Half That Of Manufacturing A Tesla EV Despite Complexity Of Humanoid Robot
Wednesday, March 27, 2024 - 12:36am | 590Tesla Inc (NASDAQ:TSLA) CEO Elon Musk on Tuesday said that making its humanoid robot Optimus costs the company only half as much as making a car. What Happened: "Complexity per unit mass is much higher with humanoid robots," Musk wrote on X. "…but still I think it ends...
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Tesla-CATL 'Power Couple' Can Recharge US EV Market, Says Morgan Stanley Analyst Adam Jonas: '...Could Be A Game-Changer'
Tuesday, March 26, 2024 - 11:22pm | 401Morgan Stanley analyst and Tesla Inc (NASDAQ:TSLA) bull Adam Jonas believes a partnership between the U.S. EV giant and Chinese battery maker CATL could be a game-changer with the ‘power-couple’ potentially recharging the U.S. EV market. What Happened: Jonas believes that the U.S. EV...
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Morgan Stanley Analyst Increasingly Bullish On Elon Musk's Tesla Optimus Venture As Jeff Bezos, Nvidia, Microsoft Pour $675M In FigureAI
Friday, March 15, 2024 - 10:27pm | 830Morgan Stanley analyst and Tesla Inc (NASDAQ:TSLA) bull Adam Jonas sees the theme of humanoid robotics accelerating in the months, even years, going forward. The EV giant is also making its own humanoid robot called Optimus. Analyst Take: There has been increased attention to...