Part 4/13:
Analysts such as Dan Ies of Wedbush Securities view the vote as a "defining moment" that could catapult Tesla into becoming a dominant AI powerhouse. Ies maintains a $600 price target for Tesla shares and believes approval of Musk’s plan could unlock a multi-trillion-dollar valuation, especially as the company accelerates advancements in AI and robotics.
In contrast, Morgan Stanley warns of potential downside risks. They suggest that if the vote fails to approve Musk’s compensation package, Tesla’s stock could plunge more than 10%. Morgan Stanley's assessment underscores the view that the plan is critical for Tesla to retain Musk’s leadership and continue executing its AI and automation strategies.