# Tesla analyst stock price target assessments

> Live situation record from CLSTR: https://clstr.news/situations/tesla-analyst-stock-price-target-assessments
> Updated: 2026-09-25T15:39:03.000Z. Sources: 8. Developments: 2.

Financial analysts have issued varying bullish price targets for Tesla, focusing on different growth drivers. Morgan Stanley raised its bull-case target to $840, citing potential autonomous trucking software revenue from the Tesla Semi. The firm projects that if full self-driving is implemented, software revenue could reach $17 billion annually by 2040.

In a separate assessment, RBC Capital maintained a ‘Buy’ rating with a 12-month price target of $480. This outlook is supported by expectations of strong vehicle delivery volumes and identifies the Robotaxi project as a significant growth opportunity. While these analysts remain optimistic, the broader Wall Street consensus remains more conservative, with a mean price target of $388.85.

## Timeline

### 2026-09-25: Tesla stock target set at $480 by RBC Capital analyst

RBC Capital analyst Tom Narayan maintains a $480 price target for Tesla, projecting a 30% rally driven by strong delivery volumes and Robotaxi potential, despite a more cautious Wall Street consensus.

3 sources. https://clstr.news/cluster/tesla-stock-target-set-at-480-by-rbc-capital-analyst

### 2026-09-14: Morgan Stanley raises Tesla bull-case target to $840 on Semi software

Morgan Stanley raised its bull-case Tesla price target to $840, citing significant potential software revenue from autonomous Tesla Semi trucking by 2040.

5 sources. https://clstr.news/cluster/morgan-stanley-raises-tesla-bull-case-target-to-840-on-semi-software

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Cite as: Tesla analyst stock price target assessments. CLSTR, https://clstr.news/situations/tesla-analyst-stock-price-target-assessments