Tesla valuation problem ’to get worse before it gets better’: Morgan Stanley

Go back to Tesla valuation problem ’to get worse before it gets better’: Morgan Stanley

Goldman Sachs Previews Apple (AAPL) WDC 2025: 'we believe AAPL will need to demonstrate further success with Apple Intelligence'

May 21, 2025 2:59 PM EDT

Goldman Sachs analyst Michael Ng reiterated a Buy rating and $253.00 price target on Apple (NASDAQ: AAPL).

The analyst comments "Bottom line: Apple's WWDC 2025 Keynote will take place on June 9 at 1pm ET (10am PT). We expect AAPL to demonstrate continued progress toward incorporating AI into its operating systems through developer access to its AI models for app development (building on year-ago's availability of... More

Goldman on Apple (AAPL) and Fortnite Entanglement: 'Following our review of the new app's external payment flow, we came away less concerned about the potential impact from these changes'

May 21, 2025 2:30 PM EDT

Goldman Sachs analyst Michael Ng reiterated a Buy rating and $253.00 price target on Apple (NASDAQ: AAPL)

The analyst comments "Bottom line: Fortnite has returned to the App Store following a court order, after a nearly 5 year-ban. The Fortnite app includes options for external payments, bypassing Apple's In-App Payments and platform fees. Following... More

South Africa To Offer Musk Starlink Deal Before Trump Meeting - Bloomberg

May 20, 2025 6:37 AM EDT

South Africa To Offer Musk Starlink Deal Before Trump Meeting - Bloomberg

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Morgan Stanley on Top Pick Tesla (TSLA): 'TSLA is moving away from 'car' and going all-in on autonomy', 'China EVs are coming to US shores'

May 20, 2025 5:58 AM EDT

Morgan Stanley analyst Adam Jonas reiterated an Overweight rating and $410.00 price target on Tesla (NASDAQ: TSLA).

The analyst comments "Stunning design at an affordable price. A year ago, when Xiaomi launched the SU7, many of our clients thought it looked like a Porsche, had better tech than a Tesla M3 and was priced like a used VW iD3. With the YU7 small SUV, they may have done it again. It looks like a Ferrari Purosangue or Aston Martin DBX but will be priced like a VW or low-spec Model Y. Explains... More