Stifel: 'TSLA and RIVN Release 4Q25 Deliveries; No Big Surprises'
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Morgan Stanley on Tesla (TSLA): 'Deliveries Broadly In-Line, All Eyes on Robo'
January 2, 2026 12:59 PM ESTMorgan Stanley analyst Andrew Percoco reiterated an Equalweight rating and $425.00 price target on Tesla (NASDAQ: TSLA).
The analyst comments "Tesla delivered 418k vehicles in 4Q25 (-16% y/y), slightly missing sell-side consensus expectations (423k) by 1% but beat MSe (402k), and buy-side... More
