$6 diesel should benefit Tesla's trucking ambitions, Morgan Stanley says

$6 diesel should benefit Tesla's trucking ambitions, Morgan Stanley says

"$6 Diesel...Enter Tesla Semi," the investment bank's Andrew Percoco told clients in a Friday note.

Tesla’s Trucking Business Could Unlock A $17B Software Opportunity, Morgan Stanley Says

Morgan Stanley says Tesla could generate between $12,000 and $18,000 in monthly software revenue per truck by 2040. The brokerage estimates the software business could generate $17 billion in revenue and roughly $7.5 billion in incremental EBIT.The estimates do not include Semi truck sales and charging infrastructure, Morgan Stanley said.The thesis is based on Morgan [...]

Morgan Stanley Sees $12,000 to $18,000 a Month Per Autonomous Tesla Semi

Morgan Stanley analyst Andrew Percoco reiterated an Equalweight rating and $400 price target on Tesla on Friday, in a note first obtained by Price Target.

Tesla’s Electric Semi Could Win From High Diesel Prices

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