Tesla's Strategic Advantage in AI and Robotics Amid Geopolitical Shifts: Analyst Adam Jonas Maintains Buy Rating

Analyst Adam Jonas of Morgan Stanley maintains a Buy rating on Tesla with a $410 price target, citing the company's strategic advantage in AI and robotics, as well as favorable geopolitical conditions. Jonas believes Tesla's innovative approach and market leadership position it well to capitalize on the growing integration of AI and robotics in the automotive sector. The US government's efforts to balance industrial capabilities with global competitors may also benefit Tesla.

Morgan Stanley analyst Adam Jonas maintains a Buy rating on Tesla (NASDAQ:TSLA) with a $410 price target, highlighting the company's strategic advantage in AI and robotics, as well as favorable geopolitical conditions [3]. Jonas believes Tesla's innovative approach and market leadership position it well to capitalize on the growing integration of AI and robotics in the automotive sector.

Jonas estimates that Tesla could save $2.5 billion by replacing just 10% of its workforce with its Optimus robots, assigning each robot a net present value (NPV) of $200,000 [3]. This significant potential cost reduction comes as Tesla reported Q2 2025 deliveries of 384,122 vehicles, which closely matched Morgan Stanley's estimate and slightly under the consensus of 385,086 [3].

The US government's efforts to balance industrial capabilities with global competitors may also benefit Tesla, according to Jonas. The analyst's note underscores the company's ability to leverage its technological advancements to navigate political controversies and regulatory headwinds, thereby enhancing its competitive edge [3].

Intel's (NASDAQ:INTC) recent spinout of its AI robotics unit, RealSense, with a $50 million Series A funding round, further underscores the increasing importance of AI and robotics in the tech sector [1]. This development highlights the growing demand for AI capabilities, which could potentially bolster Tesla's strategic position in the market.

References:
[1] https://seekingalpha.com/news/4466899-tech-voices-intels-robotics-spinout-goldmans-ai-coder-tesla
[3] https://www.autospies.com/news/index.aspx?submissionid=126119