“Game Changer”: Tesla Stock (NASDAQ:TSLA) Soars as Morgan Stanley Hails FSD Breakthrough

Tesla just hit the accelerator—hard. Morgan Stanley's bullish FSD endorsement sends TSLA screaming past resistance levels, proving once again that Wall Street loves nothing more than a good tech story to justify valuations that would make your calculator weep.

The Full Self-Driving Narrative

Morgan Stanley doesn't throw around praise lightly. Their analysts see Tesla's FSD tech not just as an incremental upgrade—but as a fundamental rewire of the transportation sector. No half-measures, no cautious optimism. Just straight-up conviction that this changes everything.

Market Momentum Unleashed

Traders pile in, shorts scramble, and the stock charts go vertical. It’s the kind of momentum shift that reminds everyone why tech equities still dominate conversations—and portfolios. When a major institution talks disruption, money follows. Simple as that.

Beyond the Hype

Sure, analysts love a good story. But this isn’t just speculative fluff. FSD represents tangible progress—engineering milestones, regulatory wins, real-world deployment scaling. This isn't vaporware. It's hardware, software, and ambition colliding at speed.

Let's be real—if you're still betting against Elon when the big banks are nodding along, you might want to check your position. Or your pulse.

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Morgan Stanley analyst Adam Jonas—who has a four-star rating on TipRanks—came out with high praise for FSD, declaring it a “game-changer” for long-distance driving. Which makes absolute sense immediately; long-distance driving generally requires freeways, long stretches of straight driving at the same rate with minimal adjustments to accommodate people merging and the like. So, yes, FSD should be able to shine here.

To test that out, Jonas took a Tesla on a long drive from New York to Michigan, about 1,200 miles. This of course required a lot of freeway driving, and gave Jonas the opportunity to declare it a “game-changer.” Jonas noted that FSD handled a little over 99% of the drive itself without incident, with Jonas himself needing to intervene only during heavy downpours and during a rest stop in a fast-food parking lot.

Starlink Shutdown

Meanwhile, late last night and well into Monday morning, Starlink customers like myself found themselves in the midst of a hideous surprise: a large-scale outage. Reports noted that “tens of thousands” of users were impacted, including elements of the Ukrainian military, routine Starlink users. The outage reportedly hit as many as 37,000 households in the United States alone.

Starlink counts over six million users worldwide to its credit, so the outage was comparatively small. Starlink was investigating the cause of the outage, which was reportedly revealed to be a glitch from a software update that hit Core network operations. Some were pointing to an electromagnetic storm in space, though that does not seem to be the case.

Is Tesla a Buy, Hold or Sell?

Turning to Wall Street, analysts have a Hold consensus rating on TSLA stock based on 13 Buys, 13 Holds, and seven Sells assigned in the past three months, as indicated by the graphic below. After a 74.59% rally in its share price over the past year, the average TSLA price target of $311.11 per share implies 25.21% downside risk.

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