Home / News / Morgan Stanley Sees $80 Billion Tesla Semi Opportunity as Diesel Hits Record $6.06

Morgan Stanley Sees $80 Billion Tesla Semi Opportunity as Diesel Hits Record $6.06

Tesla Inc. (NASDAQ:TSLA) could add roughly $80 billion in value from its Semi business, Morgan Stanley says, as U.S. diesel prices hit a record $6.06 per gallon. Analyst Andrew Percoco says the bigger prize may eventually come from autonomy, with...

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Indices· September 11, 2026 at 06:03 PM
Authored by·Editorially reviewed
Onur Erkan Yıldız
Founder, Financial Engineer · CMB-licensed
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Tesla Inc. (NASDAQ:TSLA) could add roughly $80 billion in value from its Semi business, Morgan Stanley says, as U.S. diesel prices hit a record $6.06 per gallon. Analyst Andrew Percoco says the bigger prize may eventually come from autonomy, with...

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