Tesla Investor Day Preview: $25K Vehicle, Cybertruck Update, Vision For The Next Decade And More Analyst Predictions

This week, Tesla Inc TSLA is hosting its "Investor Day." In early February, CEO Elon Musk tweeted hints at what we can expect.

“Master Plan 3, the path to a fully sustainable energy future for Earth will be presented on March 1," he said. "The future is bright."

Analysts are also chiming in on what will likely be unveiled at Gigafactory Texas on Wednesday, March 1 at 4 p.m. EST.

See Also: Tesla Q4 Earnings Highlights - Revenue And EPS Beat, Cybertruck And Crypto Holdings Updates And More

Morgan Stanley

Morgan Stanley analyst Adam Jonas recently previewed Tesla Investor Day.

“We look for Tesla to unveil a suite of technologies required for the mass adoption of EVs at far lower price points — a critical component of Master Plan 3,” Jonas said.

The analyst currently has an Outperform rating and $220 price target on Tesla.

Tesla's price cuts were unprecedented in the automotive sector and show the company’s strength in supply chain and vertical integration, he explained. Investors might also be underestimating the impact of battery technology and electric vehicle production by Tesla today.

“It is very possible that Tesla’s March 1st investor day may have greater significance on the market’s perception (and ultimately, valuation) for Tesla’s EV competitors than for Tesla itself,” Jonas said.

Tesla needs to continue to make their manufacturing more efficient to maintain its operational lead in the electric vehicle space, Jonas advises.

“As the competition in EVs intensifies and we see the first signs of a deflationary EV environment, doubling down with a re-vamped Model 3 can bring new enthusiasm and cost savings,” he said.

Wedbush

Wedbush analyst Daniel Ives says the investor day could lay out the plan and vision for the Austin, Texas-based company into the next decade.“

With demand that is 2x production coming out of the gates for 2023 and a 1.8 million bogey in deliveries this year, this will be a key update to gauge the current macro/demand environment post Model Y/3 price cuts,” Ives said. 

“With Musk’s ‘Master Plan 3’ we expect a slew of updates on the product roadmap which we believe will include Cybertruck updates and timing, Semi Truck delivery updates, 4680 battery technology and scale update and the roadmap to what will ultimately be a vehicle in the $25k to $30k range.”

Ives, who has an Outperform rating and price target of $225 on Tesla shares, said tax credits on EVs and increased competition, plus lower price points from Tesla vehicles, are a major focus from investors and analysts.

“A key focus will be the next generation 3 platform for a cheaper Tesla vehicle for the masses and the strategy/unit economics to get to this holy grail," he added.

TSLA Price Action: Tesla shares were up 5% to $207.63 on Monday versus a 52-week trading range of $101.81 to $384.29.

Read Next: Elon Musk Is Once Again The Richest Person In The World