$TSLA - MORGAN STANLEY HOLDS TESLA AT EQUALWEIGHT, SEES SOLAR UPSIDE Morgan Stanley reiterated its Equalweight rating and $415 price target on Tesla, citing plans to add 100 GW of solar manufacturing capacity. The firm estimates Tesla Solar could add $20–$50 billion in equity value to its Energy business. While not transformative on its own, the investment could unlock long-term growth and reduce energy bottlenecks supporting Tesla’s broader ambitions.