Tesla is Morgan Stanley’s ‘Top Pick’ and gets a fresh new price target

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Tesla (NASDAQ: TSLA) is Morgan Stanley’s “Top Pick” and got a brand new price target from the firm amidst the stock’s meteoric climb up Wall Street.

Shares have done nothing but climb since President-elect Donald Trump was chosen by the American people in early November, as they have climbed over 50 percent since election Tuesday.

However, there are more tailwinds for the EV maker moving forward, specifically in non-EV ventures, Morgan Stanley writes in a note to investors on Tuesday, where it pushed its price target from $310 to $400.

Morgan Stanley lead Adam Jonas notes that CEO Elon Musk’s venture into politics has changed how shareholders look at the company:

“Elon Musk’s entry into the political sphere has expanded investor thinking around Tesla’s fundamental outlook.”

However, there are more things that the business has for investors, specifically its prowess in autonomous driving and artificial intelligence.

With Trump and Musk holding a major political alliance, it seems Tesla has a true chance to hold a major position in the landscape of the entire sector.

Jonas continues:

“Policy changes present near-term headwinds to US EV sales but must not cede autonomous leadership to geopolitical rivals. Prefer dealers to suppliers and reiterate TSLA as Top Pick. With 2025 ushering in a new administration, we refresh our 2025 auto forecasts, review key themes, and provide a scenario analysis to help investors frame the most relevant industry debates, including EV policies, onshoring/tariffs, China export expansion, and the nascent emergence of autonomous vehicles.”

Jonas has been one of the most bullish analysts on Wall Street on Tesla, and the price target boost is incredibly valid considering the stock’s boost on the market for the past month and a half.

Tesla is currently trading at $406.63 at 2:41 p.m. on the East Coast.

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Please email me with questions and comments at joey@teslarati.com. I’d love to chat! You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Tesla is Morgan Stanley’s ‘Top Pick’ and gets a fresh new price target





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Tesla Cybertruck owner shares insights after driving 50,000 miles

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One Tesla Cybertruck owner has shared a handful of insights in a new video, after having driven the electric vehicle (EV) 50,000 miles.

On Sunday, Cybertruck owner and YouTube host Teslatino shared a video detailing his experience driving 50,000 miles in the EV, following multiple cross-country trips and a 5,500-mile drive to and from the Arctic Circle with fellow Tesla community member Bearded Tesla. The video includes several useful insights, including details about his modified adventure rig, which includes a cargo rack and a carbon fiber rooftop, along with the use of Starlink for satellite internet.

Among the many insights were some details about range and towing, which are likely to be at the forefront of many other owners’ minds. Compared to the Environmental Protection Agency’s (EPA’s) 318-mile range rating for the dual-motor Cybertruck, Teslatino says his now gets around 309 miles of range after reaching 50,000 miles.

He also reports that he consumed 25,628 kWh of energy by the time it reached 50,000 miles, with an average of 513 Watt-hours per mile used. Although he points out that this number may seem fairly high to some, he notes that he spends the vast majority of his time driving on the highway, as well as adding that he’s a particularly fast driver.

On towing impact, Teslatino says he’s able to get about 120 miles of range driving uphill while towing, along with about 163 miles driving downhill while towing. Ultimately, he says that the Cybertruck is a perfect pickup for the average truck owner looking for versatility, durability, and performance, though he also notes that those regularly towing over 100 miles per day may want to consider a different option.

You can watch Teslatino’s full 22-minute video detailing his insights on Cybertruck ownership over 50,000 miles below.

Tesla initially launched the Foundation Series launch edition of the Cybertruck, the one Teslatino has, last November, with early deliveries commencing throughout the month of December. The company ceased the Foundation Series builds in October, along with opening orders to non-reservation-holders in August.

In October, Tesla reported that the Cybertruck had achieved a positive gross margin for the first time, along with saying that it expects annual production for the EV to surpass 125,000 units.

What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

Tesla reportedly told Cybertruck production workers to stay home for three days

Tesla Cybertruck owner shares insights after driving 50,000 miles





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Watch Tesla’s FSD v13.2 navigate away from park in a tricky situation

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Tesla’s latest version of Supervised Full Self-Driving (FSD) has begun going out to owners over the last several days, and a number of early testers have been sharing results from their first drives.

On Saturday, Tesla reposted a video from Whole Mars Catalog on X, in which Omar uses FSD Supervised v13.2 to successfully reverse out of tight street parking blocked by a UPS truck and cautiously navigate around the truck to make its way onto the street. Omar says he didn’t expect the FSD model to successfully make it to the street with the delivery truck in the way, though the video shows that it pretty clearly was able to—and it managed to watch for an oncoming Waymo truck that’s difficult to see.

In a repost of the video, Tesla writes:

FSD Supervised 13.2 reverses to exit parking spot blocked by delivery truck, then waits for oncoming traffic to clear before proceeding

This all happens implicitly within the model, which is trained on extensive data of similar real-world scenarios

Tesla’s FSD v13.2: park-to-park

Notably, Tesla’s newest FSD Supervised update allows the software’s “end-to-end” model take drivers from “park-to-park,” as was recently highlighted by Arek Sredzki, member of the Autopilot team and head of the Actually Smart Summon (ASS) program. The release notes also point out that v13.2 includes integrated unpark, reverse, and park capabilities to allow this, along with highlighting the “hold-to-start” button to navigate from Park.

You can also see a video of Omar’s drive through 100 minutes of Los Angeles traffic below, as completed with zero interventions.

Tesla’s bet on a future of unsupervised autonomy with Cybercab, Robovan

While Tesla’s FSD currently requires driver supervision and readiness to retake control of the vehicle at all times, the company is also generating real-time driving data from which to train its vehicles’ neural network. As such, the company claims to have an advantage over other companies, like Google’s Waymo, and it’s betting big on the scalability of a future of autonomy with FSD.

When Tesla’s FSD will go unsupervised is certainly up for debate, but the company’s recent unveiling of the steering wheel-less, two-seat Cybercab shows that it expects it to come sometime. Tesla also rolled FSD Supervised out to the Cybertruck for the first time a few months ago, and recent tests run by the company seem to hint at a future release of the semi-autonomous software for the Semi.

What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

Tesla highlights FSD safety in edge case test videos

Watch Tesla’s FSD v13.2 navigate away from park in a tricky situation





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