$TSLA - TESLA ROBOTAXI EXPANSION GAINS MOMENTUM Morgan Stanley reiterated its Equalweight rating and $415 price target after Tesla launched its Robotaxi service in Miami, including unsupervised vehicles. The bank expects Robotaxi launches in Phoenix, Orlando, Tampa and Las Vegas by year-end, with possible expansion into New Orleans. Morgan Stanley also expects an update on Cybercab production at Giga Texas and forecasts Tesla's Robotaxi fleet will grow to 1,500 vehicles by the end of 2026 and 30,000 by 2030. The bank said investors will remain focused on fleet expansion and safety data as key indicators of Tesla's autonomous driving progress. *Walter Bloomberg (@DeItaone) / Twitter · 07-07 00:58
$TSLA - TESLA DELIVERY BEAT BOOSTS OUTLOOK JPMorgan kept its Neutral rating and $475 price target after Tesla's stronger-than-expected Q2 deliveries. The bank said robust vehicle sales, progress on Full Self-Driving, Cybercab production and Optimus development could support the stock in the near term. Tesla delivered 480,100 vehicles, up 25% year over year and well above expectations. *Walter Bloomberg (@DeItaone) / Twitter · 07-06 19:51