Morgan Stanley Sees $50B Upside from Tesla’s 100GW Solar Capacity Plan
Tesla’s stock rose after Morgan Stanley flagged a $50 billion upside from plans to add 100 GW of solar manufacturing capacity as part of vertical integration. The firm kept an Equal Weight rating with a $415 price target and forecast a 35% uplift to its $140 billion energy valuation.
1. Morgan Stanley Rating and Price Target
On February 10, Morgan Stanley reiterated an Equal Weight rating on Tesla and set a $415 price target, highlighting confidence in the company’s decision to allocate capital toward solar manufacturing expansion. The firm cited this strategic move as a key growth driver for Tesla’s energy division beyond its traditional electric vehicle business.
2. Solar Manufacturing Capacity and Valuation Impact
Morgan Stanley emphasized Tesla’s tentative plan to add 100 GW of solar manufacturing capacity, estimating that full-scale output could create $20–50 billion of incremental equity value (equivalent to $6–14 per share) and generate a 35% uplift to the current $140 billion valuation of Tesla Energy.