Tesla Stock Outlook: What Bulls Need to Watch in 2026

Despite ongoing uncertainties, Tesla stock continues to captivate investors. Morgan Stanley identifies key metrics for Tesla bulls to watch in 2026 – specifically, technological advancements and market share gains – reflecting a positive outlook on Tesla’s continued innovation and competitive edge in the electric vehicle market. To establish a clear investment direction amid complex market conditions, we recommend comprehensively leveraging FireMarkets' in-depth analysis content and fundamental on-chain data.

Tesla Stock Outlook: 2026, Technological Advancement and Market Share Expansion are Key

Morgan Stanley has identified technological advancements and market share expansion as key factors for Tesla bulls to watch in 2026. This reflects an expectation that Tesla will lead the future mobility market by driving innovation in various fields, including autonomous driving technology, battery technology, and energy solutions, going beyond simply being an electric vehicle manufacturer.

Technological Advancement: Commercialization of Full Self-Driving (FSD)

Tesla’s Full Self-Driving (FSD) technology has been a major focus of investor attention for a long time. In 2026, the commercialization of FSD technology is expected to have a decisive impact on Tesla’s stock price. If FSD technology is successfully commercialized, Tesla will not only be able to increase vehicle sales prices and create new revenue models but also widen the technological gap with its competitors.

Market Share Expansion: Competition in the Global EV Market

The global electric vehicle market is growing rapidly, but competition is also intensifying. While Tesla is currently the leader in the electric vehicle market, it faces challenges from established automakers such as Volkswagen, GM, and Hyundai, as well as new entrants. In 2026, how much Tesla can expand its market share in the global electric vehicle market will be a key point to watch. In particular, intensifying competition in the Chinese market could pose a significant challenge for Tesla.

Investment Strategy: A Long-Term Perspective

Tesla’s stock price is highly volatile, so it is advisable to approach it from a long-term perspective rather than a short-term one. Considering Tesla’s technological innovation capabilities and potential for market share expansion, it can be evaluated as a company with high growth potential in the long run. However, it is also important to keep in mind that various risk factors exist, such as intensifying competition, regulatory changes, and rising raw material prices.