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Morgan Stanley Tesla Downgrade Update: New Analyst Flags Execution Risks in Autonomy, Robots
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Following yesterday's Morgan Stanley downgrade of Tesla to equal-weight (price target $425), incoming analyst Andrew Percoco—who took over from Adam Jonas—highlights execution risks in autonomous driving and Optimus robots amid slowing EV growth and Chinese competition. Tesla shares slipped over 2% Thursday as valuation concerns mount.
Morgan Stanley has downgraded Tesla to equal weight from overweight, citing the stock's valuation already incorporating high expectations for AI and robotics amid slowing EV adoption. The firm slashed delivery forecasts, projecting a 10.5% decline in 2026 volumes. Shares fell around 3% following the announcement on December 8, 2025.