Morgan Stanley on Tesla: Semi Autonomy Lifts Bull Case to $840 — Equal-weight, PT $400

Posted on by Eben@CANSLIM Research

In a report titled “$6 Diesel…Enter Tesla Semi,” Morgan Stanley & Co. LLC analysts Andrew S Percoco, Ravi Shanker and Daniela M Haigian build an economic model for an autonomous electric truck against a human-driven alternative and layer a new Tesla Semi forecast into their Network Services bull case. The note, dated 11 September 2026, follows an Insight from the firm’s Freight Transportation team reinforcing its bullish view on autonomous trucking.

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