Raised delivery expectations and reaffirmed coverage (Equal Weight) can influence near-term trading leading into/after the next delivery update.
Tesla (TSLA) Delivery Outlook Improves as Morgan Stanley Keeps Equal Weight Rating Ghazal Ahmed Tue, June 30, 2026 at 12:25 PM GMT+2 1 min read TSLA Tesla, Inc. (NASDAQ:TSLA) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More . On June 26, Morgan Stanley reiterated the stock as equal weight, stating how it anticipates robust delivery numbers from Tesla the following week.
The firm cited stronger-than-expected sales trends in Europe and China. However, it remains cautious on the electric vehicle maker's energy storage business. We are increasing our 2Q Tesla delivery estimates to 413K units, from 373K, supported by stronger regional sales trends.
The firm left its $415 price target unchanged due to its cautious stance on Tesla's energy storage deployments. Tesla (TSLA) Delivery Outlook Improves as Morgan Stanley Keeps Equal Weight Rating Hadrian / Shutterstock. com Tesla, Inc.
(NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives. While we acknowledge the potential of TSLA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock .
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy . Disclosure: None. Follow Insider Monkey on Google News .
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