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Morgan Stanley predicts: Teslas on the Roads in 2018: 531,000

Discussion in 'Model 3' started by avoigt, Sep 26, 2017.

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  1. avoigt

    avoigt Member

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    "The analysts, led by Adam Jonas, predicted Tesla’s TSLA, +1.27% global on-road population to reach nearly 300,000 vehicles by the end of this year, and 531,000 vehicles by the end of 2018."

    Tesla car population will explode within a few years, Morgan Stanley says

    That would mean MS assumes only 231,000 will be delivered in 2018 which includes S,X & 3. With a runrate of only 100k for S and X (conservative no increase to 2017) that leaves 131,000 for M3 in 2018 or 1/3 of the plan.

    Pretty pessimistic Analyst....
     
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  2. run-the-joules

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    Tesla is, traditionally, not so great at delivering on expectations on this front. Analysts have no real credibility or accountability but it still pays to be a bit conservative.
     
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  3. Phrixotrichus

    Phrixotrichus Member

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    weeeell considering Tesla`s success rate so far concerning production plans I can understand them :D
     
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  4. codex57

    codex57 Member

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    Well, with no real info on how they're doing on the 3 production line, and with the employee cars having software that's definitely unfinished, all you can do is look at past performance... and yeah, I think being conservative is not an unreasonable way to go.
     
  5. Shopaholic

    Shopaholic Member

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    May be there is a silver lining, more people will be able to get the federal rebate , depending on how the ramp up is.
     

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