NasdaqGS:TSLAAuto
Is Morgan Stanley’s Autonomy Concerns and Rating Cut Altering The Investment Case For Tesla (TSLA)?
Earlier this month, Morgan Stanley cut its rating on Tesla to Equal-Weight, citing slowing automotive growth, intensifying Chinese competition, and execution risks around autonomous driving and robotics that it believes are already reflected in the current valuation.
At the same time, bulls point to Tesla’s rapid progress in Full Self-Driving and robotaxis, arguing that successful execution on these AI-driven platforms could justify treating the company less like a traditional automaker and...