Morgan Stanley Tesla · TSLA

Morgan Stanley Reiterates $800 PT on Tesla

1 min read Reproduced verbatim
Rating
Overweight
Unchanged
Target
$800
Outcome
Missed
within 12 months
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What the analyst said

Morgan Stanley analyst Adam Jonas reiterated on October 28, 2025, an ‘Overweight’ rating and $800 price target on Tesla.

“We think the proposal for Tesla’s investment in xAI deserves more attention.

Among a range of possibilities, we believe the proposal may be a ‘testing of the waters’ for further investment/cooperation between Tesla and xAI down the road.

Tesla’s progress in robotics would benefit from xAI’s progress in AGI.

Data sharing between the two ‘related parties’ (bi-directional) may ultimately benefit from closer cooperation over time from a legal perspective.

We reiterate our Overweight rating on $TSLA and note our bull case remains $800.”

Disclaimer
The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.

This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.

Where the price stands

TSLA trades at $344. The 17 analysts who set a target in the last 3 months range from $24.86 to $500, with a median of $442. This $800 target is 81% above the median, the highest on the Street.

Since the note TSLA has moved −24% (from $452). The 12-month window closed on October 28, 2026.

Track record

This call✗ Not reached within 12 months: a year after the note TSLA closed at $404, 49% below the $800 target, and it moved the other way.

Firm track recordMorgan Stanley: 82% of its 50 targets at least a year old were reached within 12 months (#8 of 26 firms); on Tesla, 4 of 5. Accuracy ranking →

Morgan Stanley on Tesla

Morgan Stanley price targets on Tesla

8 calls from May 27, 2025 to January 2, 2026. The target went from $410 to $425 (+4%). The rating moved from Buy to Hold.

Morgan Stanley targetTSLA share price
  1. January 2, 2026Kept the $425 targetHold$425
  2. December 8, 2025Downgraded to Hold, target cut from $800 (−47%)Hold$425
  3. October 28, 2025 This noteTarget raised from $410 (+95%)Buy$800
  4. October 2, 2025Kept the $410 targetBuy$410
  5. September 5, 2025Kept the $410 targetBuy$410
  6. August 7, 2025Kept the $410 targetBuy$410
  7. June 6, 2025Kept the $410 targetBuy$410
  8. May 27, 2025Earliest call shownBuy$410
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Other analysts on Tesla

CantorBuy Kept rating and price target Oct 26 $485maintained BarclaysBuy Upgraded, raised price target +22% Oct 26 $450from $370 StoneXBuy Kept rating and price target Oct 22 $475maintained BNP ParibasHold Upgraded Oct 22 JP MorganHold Raised price target +4%, kept rating Oct 22 $430from $415
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Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.