{"id":217458,"date":"2025-09-11T06:08:16","date_gmt":"2025-09-11T06:08:16","guid":{"rendered":"https:\/\/www.europesays.com\/us\/217458\/"},"modified":"2025-09-11T06:08:16","modified_gmt":"2025-09-11T06:08:16","slug":"tesla-stock-bulls-wanted-growth-they-got-elons-1-trillion-growth-package-morgan-stanley-reacts","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/217458\/","title":{"rendered":"Tesla Stock Bulls Wanted Growth, They Got Elon\u2019s $1 Trillion Growth Package \u2013 Morgan Stanley Reacts"},"content":{"rendered":"<p><strong>Tesla (<\/strong><a href=\"https:\/\/www.tipranks.com\/stocks\/tsla\/forecast\" rel=\"nofollow noopener\" target=\"_blank\"><strong>NASDAQ:TSLA<\/strong><\/a><strong>)<\/strong> has proposed what may be the most over-the-top pay package ever: $1 trillion for Elon Musk. Yes, trillion \u2013 as in one followed by twelve zeros. For perspective, his 2018 deal was \u2018only\u2019 $56 billion. Musk has been angling for a bigger stake to tighten his grip on Tesla, and the board apparently responded with: \u201cSure, how about half the GDP of Mexico?\u201d<\/p>\n<p>Elevate Your Investing Strategy:<\/p>\n<ul style=\"padding-top: 5px;\">\n<li> Take advantage of <a data-link=\"article_promo\" href=\"https:\/\/lp.tipranks.com\/july-2025-50off\/?llf=rss&amp;timer=on&amp;coupon=INTRO50P\" rel=\"nofollow noopener\" target=\"_blank\"> TipRanks Premium at 50% off! <\/a> Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.\n<\/li>\n<\/ul>\n<p>However, Musk will have to resist getting the celebratory ketamine out just yet, because the proposed compensation is contingent on Tesla hitting a set of ambitious milestones over a 10-year period. These include delivering 20 million vehicles, securing 10 million active FSD subscriptions, generating $400 billion in annual EBITDA, deploying 1 million robotaxis and Optimus robots, and significantly increasing Tesla\u2019s market cap.<\/p>\n<p>Yet, while $1 trillion might sound like a fantastical number, Morgan Stanley analyst Adam Jonas thinks it is \u201crather modest compared to the size of the market opportunity.\u201d<\/p>\n<p>Global GDP currently stands at around $115 trillion, while the world\u2019s workforce of four billion people earns nearly $40 trillion in total wages. \u201cIf you can find a bigger TAM than that\u2026 please call me. Day or night,\u201d suggests Jonas, who has \u201centertained scenarios where the humanoid robot market can exceed the size of today\u2019s global labor market\u2026 by a significant multiple.\u201d Jonas\u2019 calculations suggest that converting just 1% of the U.S. labor force into humanoid robots could be worth roughly $320 billion, or about $100 per Tesla share. \u201cContemplating future global GDP before <a data-autolink=\"true\" href=\"https:\/\/www.tipranks.com\/compare-stocks\/artificial-intelligence\" rel=\"nofollow noopener\" target=\"_blank\">AI<\/a> robots is like contemplating global GDP before electricity,\u201d he goes on to add.<\/p>\n<p>Jonas also thinks the pay package will finally lay to rest concerns about Musk\u2019s long-term commitment to Tesla. As Tesla increasingly moves into commercializing sensitive \u201cdual-purpose\u201d physical AI, Elon Musk has indicated he wants to maintain at least a \u201cblocking minority\u201d stake \u2013 around 25% \u2013 to retain influence over any potential change of control. Over the past few years, some investors have raised concerns about Musk\u2019s dedication to Tesla, wondering if his other ventures, such as xAI and SpaceX, could divert his time and attention away from the company. \u201cIn our view,\u201d Jonas added, \u201con the eve of scaling physical AI and advanced AI-enabled manufacturing on US shores, we believe Elon Musk has an incentive to focus on Tesla more than ever.\u201d<\/p>\n<p>Furthermore, over a ten-year period, Jonas thinks the performance targets \u201cappear achievable.\u201d The goals for vehicle deliveries, FSD subscriptions, and operational Robotaxis are similar to Morgan Stanley\u2019s projections for 2029 through 2036.<\/p>\n<p>As for Tesla shareholders, Jonas thinks the deal makes sense too. \u201cWhile the proof is in the execution, at face value, the proposed compensation package aligns Tesla minority shareholder interest with those of Elon Musk in a way that incorporates operational milestones, profitability milestones and value creation milestones (market cap) while cementing a long-term commitment to the company,\u201d he summed up.<\/p>\n<p>To this end, Jonas reiterated an Overweight (i.e., Buy) rating on the shares, backed by a $410 price target. There\u2019s potential upside of 18% from current levels. (To watch Jonas\u2019s track record, <a href=\"https:\/\/www.tipranks.com\/experts\/analysts\/adam-jonas\" rel=\"nofollow noopener\" target=\"_blank\">click here<\/a>)<\/p>\n<p>Jonas is one of the Street\u2019s 13 TSLA bulls, but with an additional 13 Holds and 8 Sells, the stock receives a Hold consensus rating. Going by the $306.42 average target, a year from now, shares will be changing hands for an 11% discount. (See <a href=\"https:\/\/www.tipranks.com\/stocks\/tsla\/forecast\" rel=\"nofollow noopener\" target=\"_blank\"><strong>TSLA stock forecast<\/strong><\/a>)<\/p>\n<p><a href=\"https:\/\/www.tipranks.com\/stocks\/tsla\/forecast\" rel=\"nofollow noopener\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"548\" src=\"https:\/\/www.europesays.com\/us\/wp-content\/uploads\/2025\/09\/image-864-1024x548.png\" alt=\"\" class=\"wp-image-2408040\"  \/><\/a><\/p>\n<p>To find good ideas for stocks trading at attractive valuations, visit TipRanks\u2019 <a href=\"https:\/\/www.tipranks.com\/stocks-to-buy\" rel=\"nofollow noopener\" target=\"_blank\">Best Stocks to Buy<\/a>, a tool that unites all of TipRanks\u2019 equity insights.<\/p>\n<p>Disclaimer: The opinions expressed in this article are solely those of the featured analyst. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.<\/p>\n<p><a href=\"https:\/\/www.tipranks.com\/glossary\/d\/disclaimer-disclosure\" style=\"margin-right: 32px;\" rel=\"nofollow noopener\" target=\"_blank\">Disclaimer &amp; Disclosure<\/a><a href=\"https:\/\/www.tipranks.com\/glossary\/c\/contact-editor\" rel=\"nofollow noopener\" target=\"_blank\">Report an Issue<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Tesla (NASDAQ:TSLA) has proposed what may be the most over-the-top pay package ever: $1 trillion for Elon Musk.&hellip;\n","protected":false},"author":3,"featured_media":217459,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[64,67,132,68],"class_list":{"0":"post-217458","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-business","8":"tag-business","9":"tag-united-states","10":"tag-unitedstates","11":"tag-us"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/115184173464442517","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/217458","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=217458"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/217458\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/217459"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=217458"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=217458"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=217458"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}