Home / News / Tesla’s Trucking Business Could Unlock A $17B Software Opportunity, Morgan Stanley Says

Tesla’s Trucking Business Could Unlock A $17B Software Opportunity, Morgan Stanley Says

Morgan Stanley says Tesla could generate between $12,000 and $18,000 in monthly software revenue per truck by 2040.

News
Stocks· September 11, 2026 at 01:43 PM
Authored by·Editorially reviewed
Onur Erkan Yıldız
Founder, Financial Engineer · CMB-licensed
NeutralMedium impact

AI summary

Morgan Stanley says Tesla could generate between $12,000 and $18,000 in monthly software revenue per truck by 2040.

Affected symbols

Yahoo Finance · Read original

AI commentary is generated from public news feeds and is not investment advice.

Related coverage