Morgan Stanley identified Tesla as a rising force in the autonomous trucking industry in a report released September 11, 2026.
The investment bank anticipates a production ramp-up for the Tesla Semi in 2026. Full self-driving capabilities for the vehicle are expected by 2027.
Autonomous trucking could significantly increase asset utilization and profitability compared to traditional trucking. This shift offers Tesla a lucrative revenue stream beyond the consumer electric vehicle market.