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Tesla stock predicted to rebound +90% within the next year: Morgan Stanley

Morgan Stanley sees Tesla’s 50% drop as a chance to buy! Analyst Adam Jonas predicts a +90% rebound fueled by AI development.

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Morgan Stanley analyst Adam Jonas predicts Tesla stocks will rebound over 90% within the next year.

Jonas reiterated his overweight rating for TSLA and still considers Tesla a top-pick stock. Tesla’s share price recently dipped 50% compared to its high record in December 2024. The Morgan Stanley analysts set a $430 price target for Tesla.

Jonas’ TSLA price target hints that he believes Tesla’s stock could rebound roughly 93% from its current value. Morgan Stanley sees Tesla’s current share price of $223.59–as of this writing–as a buying.

“We see the pullback as a buying opportunity for an embodied [artificial intelligence] compounder,” said Jonas in a recent note.

https://www.teslarati.com/tesla-tsla-stock-ron-baron-investor/

Jonas acknowledged Tesla’s challenges, including reduced sales, the company’s souring brand sentiment, and “a de-grossing of the market.” He pointed out that Tesla’s reputation is being reshaped as media narratives focus on Elon Musk’s political activities instead of the company’s efforts in AI.

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The Morgan Stanley analyst has a $200 bear case scenario on Tesla, which he believes the stock could reach. On the other hand, he also believes Tesla stocks could rebound and reach his $800 bull case scenario within the next 12 months.

Jonas believes there will be a few catalysts that could bring TSLA stock back up. For instance, Tesla’s Full Self-Driving (FSD) Unsupervised will be available for paid rideshare services later this year in Texas. While the Tesla Cybercab is still in the distant future, FSD Unsupervised rides with the Model 3 or Model Y would showcase the potential of the company’s robotaxi fleet.

Maria--aka "M"-- is an experienced writer and book editor. She's written about several topics including health, tech, and politics. As a book editor, she's worked with authors who write Sci-Fi, Romance, and Dark Fantasy. M loves hearing from TESLARATI readers. If you have any tips or article ideas, contact her at maria@teslarati.com or via X, @Writer_01001101.

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Elon Musk

Russia seeks collaboration with Elon Musk on Mars flights

Putin’s special envoy seeks collaboration with SpaceX to strengthen Roscosmos and explore Mars. Will Musk consider it?

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Vitalik Buterin on Elon Musk, Mars, & AI.
Photo Credit: Nasa

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Russia is seeking a collaboration with Elon Musk for its own Mars flights.

United States President Donald Trump is expected to speak with Russia’s President Vladimir Putin on Tuesday, March 18. President Trump will reportedly try to convince President Putin to accept a ceasefire between Russia and Ukraine and end the three-year war.

While Trump talks to the Russian President, Kirill Dmitriev aims to talk to Elon Musk. President Putin appointed Dmitriev as his special envoy on international economic and investment cooperation. The new envoy noted that his country’s enemies have been attempting to derail President Trump’s efforts to restore communication between the United States and Russia.

Dmitriev also commented that Russia wants to work with SpaceX CEO Elon Musk to strengthen and develop the country’s space agency Roscosmos and Rosatom–Moscow’s state nuclear corporation.

” I think that there will undoubtedly be a discussion with Musk (about Mars flights) in the near future,” Putin’s envoy states.

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A few years ago, the ESA (European Space Agency) and Roscosmos planned a joint project called the ExoMars 2022 mission. The joint project was supposed to launch in September 2022, but failed to push through after Russia invaded Ukraine. The project is scheduled to launch in 2028 without Russia. Roscosmos has planned a separate mission to Mars.

As of this writing, Elon Musk has not agreed to meet Dmitriev or discuss any developments for Roscosmos or Rosatom. The White House has not announced a formal meeting between Musk and Dmitriev either.

The main focus of President Trump and President Putin’s meeting will be toward a ceasefire between Russia and Ukraine. The two heads of state will discuss matters via a phone call.

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Elon Musk roasts owners of this car brand after another Tesla vandalism incident

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Elon Musk roasted owners of one specific car brand after yet another incident of a Tesla being vandalized, this time in New York.

Tesla owners have had a bit of a target on their backs in recent months as Musk, CEO of the company, has joined forces with U.S. President Donald Trump in an effort to eliminate excessive and unneeded government spending in the new Department of Government Efficiency, or DOGE.

Due to Musk’s bold personality and unfiltered political beliefs, he has gained plenty of critics in the last few months. Tesla owners are being targeted as a result, seeing their vehicles be vandalized on nearly a daily basis.

Tesla-owned showrooms across the country have also been the target of some attacks, as one was even damaged in a series of shootings, another lit on fire by a Molotov cocktail.

Nevertheless, Musk has continued to stand firm on his beliefs, and Tesla drivers are getting fed up with the amount of damage being done to their cars. In this particular instance, someone drew a swastika on the side of a New York City Tesla Cybertruck owner. He was able to confront the person who drew the offensive logo, an exchange that was caught on camera:

The video was shared on X, which grabbed the attention of Musk, who was sure to criticize the make of the assailant’s vehicle: a Subaru.

Musk said:

“Crazy people. Naturally, he drives a Subaru …”

The playful jab at Subaru drivers likely comes from the stereotype that those vehicles are usually driven by people with intense political and social beliefs. Facetious posts on Reddit claim that Subarus won’t operate without at least ten bumper stickers on them. Subaru’s past marketing and advertising campaigns have attracted those who are “outdoorsy,” Google’s AI description of the drivers states.

Musk has never held back and never will. In an interview with MSNBC, he said he will speak his mind and if his companies lose money because of it, “so be it.” One thing is for sure, Musk is not going to shy away from speaking or posting how he pleases.

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Tesla says it will be a victim of Trump admin’s tariff strategy

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Credit: Tesla

Tesla said in a letter to U.S. trade representative Jamieson Greer that it would be a victim of the Trump administration’s tariff imposition strategy, stating it would not be immune to rising costs that could increase the price of its electric cars.

In a letter from Tesla to Greer that was seen by Financial Times, the EV maker said it would be “difficult or impossible” to source some parts of its cars domestically due to supply chain limitations. While it “supports” fair trade, it let the Trump White House know that it would also be exposed to some of the impacts that could be felt as a result of the tariffs:

“Nonetheless, even with aggressive localisation of the supply chain, certain parts and components are difficult or impossible to source within the US.”

It also urged Greer to:

“further evaluate domestic supply chain limitations to ensure that US manufacturers are not unduly burdened by trade actions that could result in the imposition of cost-prohibitive tariffs on necessary components.”

Tesla also sends vehicles to countries like Canada, which are subject to tariffs. The company said the actions by the U.S. “have resulted in immediate reactions by the targeted countries, including increased tariffs on EVs imported into those countries.”

The letter, dated March 11, was written on the same day President Trump purchased a Deep Red Tesla Model S Plaid in an event in front of the White House featuring Musk alongside the President.

President Donald Trump buys a Tesla at the White House – Here’s which model he chose

Tesla’s a great company; they’re American cars, it’s American made. He employs thousands of people. He has the most modern plants in the world,” Trump said on Tuesday. “I know people that have these cars; It blows them away. They love them.”

The letter shows that, while Musk and Trump are currently working alongside one another to iron out government spending, a task the Tesla CEO took on willingly as he campaigned for the President last election season, one thing remains: business is business.

Tesla has pushed prices upward in Canada as a response to the tariffs. Other vehicles in the Tesla lineup, including the flagship Model X, have had their prices see minor increases as well, and this is for U.S. customers.

The Trump administration has played hardball with Canada with tariffs, only for our neighbors up north to impose countertariffs on electric supply to some of the states in the Northeast. It seems, at least early on in as Trump establishes a narrative in his White House of how the U.S. will be treated, there will be some effects that impact Musk’s companies as he works alongside the President.

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