It's still about a year away, but the arrival of the Tesla Model X is already expected to have a major impact on the premium SUV market. According to Morgan Stanley, the all-electric Model X, Tesla's third model following the Roadster and Model S sedan, is "ready to feast" on the current crop of high-end SUVs.

Not only does Morgan Stanley expect the Model X to do well against other vehicles in its class, it's expecting the new SUV to even outpace the critically acclaimed Model S, with the X accounting for a larger share of sales by the end of 2016. The sales boost provided by the Model X should also contribute to a healthy jump in Tesla's current $250 stock price. MS is expecting Tesla shares to hit about $320, and has called it a "top pick in US autos," according to The Los Angeles Times.

As for how Morgan Stanley is expecting such strong results for a car that literally no one outside of Tesla has driven, it cites Elon Musk's company's increased access to both money and technological expertise relative to the Model S project. The firm also points to Tesla's larger investments in the Model X project so far.


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  • 86 Comments
      404 not found
      • 4 Months Ago

      You guys do realize that Morgan Stanley is trying to pump the share price of their 4 million shares of TSLA right?

        Bernard
        • 4 Months Ago
        @404 not found

        For everyone group trying to pump up the stock there is another group trying to do the opposite. So it all balances out in the end.

        Ron
        • 4 Months Ago
        @404 not found

        Exactly..... They own a too many shares and bought in overpriced, they are Bulling a bubble to sell before the stock re-adjusts closer to real worth. 


      funguy6713
      • 4 Months Ago

      No question it will outsell and be more profitable than the Model S...Purists mocked Porsche for the Cayenne, but the Cayenne is what saved Porsche and drove it to historical high sales and profitability. If you ignore the market, it will ignore you...  

        KaptnKauto
        • 4 Months Ago
        @funguy6713

        And it's about the same price point too.

        Mike
        • 4 Months Ago
        @funguy6713

        haha, ya...it has nothing to do with their deep ties to Volkswagen and the Porsche BANK in Austria.  People on here crack me up.

      Dean Hammond
      • 4 Months Ago

      ahhh, Morgan Stanley...so it MUST be true...vain attempt at pumping Tesla stock up again?...someones profiting, or attempting to somewhere...Anyways, conspiracy aside, and IGNORING blatant assumptions ( "consume"??????? really???? ) I believe it will be a valid contender, initially sales will be strong, the novelty of the Falcon doors alone will result in some sales, conquest sales from Porsche, land Rover etc WILL happen, but long term Im not so sure, flavor of the month only lasts so long, and I must admit, Im wondering how those doors will hold up after 5-6 years of constant usage....Styling?...meh, wish tesla had gotten a little more adventurous, maybe production will look a little less like a fattened up S.

        Tstag
        • 4 Months Ago
        @Dean Hammond

        Can't see them taking many off Land Rover as Land Rover owners typically want their car to wade through water and crash over rocks. Neither of which I'd was to do in an Electric SUV. Interestingly Land Rover want to make an electric SUV but won't unless the batteries are all terrain capable

          TurboFroggy
          • 4 Months Ago
          @Tstag

          @evdocmaker,

          On occasion they do back onto the flower bed on the way out of the driveway, but other than that, yes, they never leave the tarmac.

      yo
      • 4 Months Ago

      looks like a melted bar of soap. YUCK

        R3TRO
        • 4 Months Ago
        @yo

        Yeah I'm not feeling this design at all... The "S" is beautiful, this is downright dull.

        mcgeest
        • 4 Months Ago
        @yo

        "model X... devour SUV segment"
        What suv isn't fugly? This looks quite good for an SUV. I can see people preferring the range rover design wise and taste is subjective but this looks a lot better than almost all of them.

      Tom DeFigueiredo
      • 4 Months Ago

      It looks like a fat seal. All so soccer mom's can feel confident in the fact they don't have a wagon or a van. People are dumb. 

      PatrickH
      • 4 Months Ago

      Lol, I always love it when financial firms think they know more about the automotive industry than automotive experts.  That's not to say I don't think the X will do well, but no, it's not gonna "feast" on it's competition.

      brandon
      • 4 Months Ago

      Umm, I really love the looks of the model S, but this thing looks like a fat pig. Why? Ugh. 

      Jesus!
      • 4 Months Ago

      That is a very unattractive vehicle. 

        icemilkcoffee
        • 4 Months Ago
        @Jesus!

        Certainly a let-down when compared to the Model S. Elon Musk should kiss and make-up with Fisker. Fisker could have done a much better job here, like he had done with the Model S.

          1454
          • 4 Months Ago
          @icemilkcoffee

          Actually, a squared off rear end would be better for aerodynamics. It helps to shear the air away from the body to reduce the air trying to "stick" to the car. FWIW. 

          Val
          • 4 Months Ago
          @icemilkcoffee

          Fisker had nothing to do with the model s

          mcgeest
          • 4 Months Ago
          @icemilkcoffee

          The fisker karma is nice but I don't see what it has to do with SUV styling. Personally I hate CUV crossover styling. They are all ugly. This is the best attempt, but it would look better with more of a wagon-esque square rear. But I guess for Tesla it's about the aerodynamics.

        m_2012
        • 4 Months Ago
        @Jesus!

        said no person ever.

      Car Guy
      • 4 Months Ago

      I doubt anybody shopping a Land Rover or Porsche SUV is going to consider this.  

        mcgeest
        • 4 Months Ago
        @Car Guy

        Good thing you don't run an investment firm then with analysis is terrible as that.

        You seriously doubt ANYONE shopping for those cars will consider this one?

        You realize the model S outsold all it's direct competitors (S class, 7 series and a8) last year in the US? And will do so this year again.

        Yeah I'm sure nobody considering a range rover or Panamera will be considering this car that is faster, runs practically for free, has features the others don't, is more prestigious and better looking (at least than that turd Panamera) than either of them.

        elctrNmbliT
        • 4 Months Ago
        @Car Guy
        Why? They won't want it because it will be faster 0-60 than the Land Rover and Porsche and offer more passenger and cargo space than the Porsche?
          Locness
          • 4 Months Ago
          @elctrNmbliT

          It honestly...depends on which neighborhood you're asking...and which area of the world/ country.

          The one thing holding back tesla is range...some people want a range rover(or other SUV) for the occasional long trip. BUT there are alot of people who have SUVs(or other large trucks/cars) just because they want a large tall car.

          speeddanimal
          • 4 Months Ago
          @elctrNmbliT

          I hear its going to walk on water and fart rainbows as well!!!

          Please people, the irrational exuberance around Tesla really has to stop. As the long term tests by Edmunds and Consumer Reports demonstrate, its hard to build a car right. Tesla still has a lot to learn...

        Spec
        • 4 Months Ago
        @Car Guy

        Yeah, well you apparently don't understand the SUV market where I live.

          Tstag
          • 4 Months Ago
          @Spec

          They may trade in Porches and BMWs but people who buy a Land Rover like to believe they can offroad in extreme conditions. To be fair Lexus is the one who should sweat the most. Porsche make the fastest. Land Rover the most capable offroader. They won't be worried by this

      Lab Rat
      • 4 Months Ago

      If it has a 300 mile range, it'll crush the market.

        Grendal
        • 4 Months Ago
        @Lab Rat

        It uses the same battery pack as the Model S.  So 265 and maybe a little less because it won't be as aerodynamic and might be a little heavier.

      BillyM67
      • 4 Months Ago

      1. Morgan Stanley wants the stock price to go up; 2. Though the Model X might sell relatively well, it's high price (the pricing will be around that of the Model S) will keep from selling like the Lexus RX350 does; and 3. Tesla's big model will be the 3 coming out in 2016-17. If they can get the mileage they are predicting (200) at a starting price of $35K, it will change a lot of things in the automotive world.

      xspeedy
      • 4 Months Ago

      The body seems to overwhelm the small wheels, especially at the rear.  Much prefer S.  Just wish the S had a sportier version with more aggressive seats and such.

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