Morgan Stanley’s Shocker: Tesla’s (TSLA) Annual Revenue To Exceed the Combined Yearly Revenues of General Motors and Ford by 2027

Tesla (NASDAQ:TSLA), the world's largest EV manufacturer and the near valuable automaker by market capitalization, is headed toward a zenith that might have been unimaginable only a few years ago, as per the latest inquiry note past Tesla permabull, Morgan Stanley's Adam Jonas.

According to Jonas, Tesla'south Us market share is expected to compute at iii.5 percent by the end of 2022. Notwithstanding, Morgan Stanley now estimates that Tesla's marketplace share in the US will swell to x pct by 2026 and 18 percent by 2030. Since the auto market is mostly characterized as a zero-sum, low-growth sector, Jonas believes that Tesla's dramatic market share increase volition come at the expense of legacy automakers such as General Motors (NYSE:GM) and Ford (NYSE:F). In fact, Morgan Stanley now sees GM's marketplace share declining from 14.vi percentage in 2021 to 14 per centum past 2025, falling further to 12 percent by 2030. Similarly, Ford's US market share is expected to plummet from 12.5 pct in 2021 to around x percent in 2030.

Equally a result of this dramatic upswing in marketplace share, Morgan Stanley's Adam Jonas expects Tesla's FY 2027 revenue to exceed the combined total peak-line metric registered by GM and Ford in that year, marker a seminal shift that would cement Tesla'south ascendancy. In numbers, Jonas expects Tesla's revenue to exceed $300 billion by 2026!

As a refresher, Tesla had delivered 308,000 units in Q4 2021 and 936,000 units in the unabridged FY 2021. For the almost recently ended quarter (Q4 2021), Tesla reported total acquirement of $17.72 billion vs. $16.57 billion that was expected. It likewise reported an EPS of $2.52 per share. Deport in mind that the company expects to keep registering a growth of around 50 per centum in its annual revenues for the side by side few years.

While the contempo sentiment in Tesla shares has taken a hit due to supply chain constraints and the fact that the visitor is currently non working on a $25,000 mass-market EV, its financials remain very potent. Moreover, with Giga Berlin and Giga Austin (Texas) expected to come online later this twelvemonth to complement Giga Shanghai and Fremont, Tesla remains poised for explosive growth.

You can read the entire investment note here courtesy of @SawyerMerritt:

Source: https://wccftech.com/morgan-stanleys-shocker-tesla-tsla-annual-revenue-to-exceed-the-combined-yearly-revenues-of-general-motors-and-ford-by-2027/

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