Morgan Stanley Bets Big: Tesla’s Optimus Robot Set to Disrupt a $1T Industry

Wall Street’s latest darling isn’t a stock—it’s a humanoid. Tesla’s Optimus robot just got Morgan Stanley’s stamp of approval, with analysts calling it a potential game-changer for the manufacturing sector.

The billion-dollar question: Can Elon’s bots actually deliver this time—or is this just another ’full self-driving’ promise?

While analysts wax poetic about productivity gains, factory floors might soon look more like a sci-fi flick than an industrial revolution. Just don’t ask about the ROI timeline—this is Tesla, after all.

Tesla’s Performance Across The Pond

Furthermore, Tesla is also up despite underperforming abroad. Tesla sales fell by 49% in April, according to the European Automobile Manufacturers Association (ACEA) on Tuesday. Moreover, the market share plummeted to 0.7%, along with global deliveries that came in well below the 390,342 expectations. However, speaking on the recent earnings call, CEO Elon Musk said that the company’s European business is “already turned around.” Moreover, he noted that the area is their “weakest market,” while ensuring that the firm is “strong everywhere else.”

Tesla (TSLA) barreled through the $350 mark Tuesday, jumping more than 5% in the last five days. Indeed, all eyes are now set on the $400 mark as it looks to continue its 26% surge over the past 30 days. Currently, the stock has a bullish projection at $500, up 39% from its current position, according to CNN data.