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Despite geopolitical tensions, Tesla's earnings estimates have steadily improved alongside the tech sector, supported by strong growth forecasts and positive revisions since March 2026.
Deutsche Bank names Tesla a top pick despite expected 2026 auto sales weakness, highlighting growth potential in AI-driven robo-taxis and humanoid robots with a $470 price target.
Morgan Stanley downgraded Tesla citing high valuation and cautious EV forecasts despite boosted price target and factory shipment recovery, highlighting a volatile outlook through 2026.
Morgan Stanley downgrades Tesla to equal-weight citing overvaluation and cautious EV outlook, lowering price target to $425, indicating near 7% downside from last close.
Morgan Stanley downgrades Tesla stock to equal-weight with a higher price target, citing a fully valued EV business but optimism on Full Self-Driving and robotics; expects a choppy trading environmen…
Tesla shares rose 2% after Elon Musk announced plans to double the Austin robo-taxi fleet next month, highlighting AI and robo-taxi ambitions despite declining vehicle delivery and earnings forecasts.