Morgan Stanley Sees $190 Billion Upside in Tesla’s Solar Ambitions

Market Intelligence Analysis

AI-Powered
Why This Matters

Morgan Stanley analysts predict a potential $190 billion upside in Tesla's energy business if Elon Musk's solar ambitions are successful, with a possible valuation increase of $20 billion to $50 billion.

Market Impact

Market impact analysis based on bullish sentiment with 90% confidence.

Sentiment
Bullish
AI Confidence
90%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Tesla’s energy business could become $20 billion to $50 billion more valuable if Elon Musk’s plan to build 100 gigawatts of yearly solar cell manufacturing capacity in the United States pans out, analysts at Morgan Stanley say. “The solar opportunity is underestimated,” Musk told analysts on Tesla’s Q4 earnings call last month. “We think the best way to add significant capability to the grid is solar and batteries on Earth and solar in space,” he added. As Musk sees opportunities in the solar manufacturing…

Continue Reading
Full article on OilPrice.com
Read Full Article
Original article published by OilPrice.com on February 12, 2026.
Analysis and insights provided by AnalystMarkets AI.