*Walter Bloomberg|Oct 02, 2025 14:05
TSLA - MORGAN STANLEY ON TESLA: STRONG Q3 BEAT
Morgan Stanley reiterated an Overweight rating and 410 PT after Tesla’s Q3:
* Deliveries: 497K (+12% vs. 443K consensus), first y/y gain in 2025, helped by tax credit pull-forward.
* Production: 447K (–4% vs. 469K consensus).
* Energy Storage: 12.5 GWh (+14% vs. 10.9 GWh consensus).
Earnings set for Oct 22, 2025.(*Walter Bloomberg)
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