Morgan Stanley's analyst, normally a TSLA bull, just opined that Model X's price was too high relative to the S, sending TSLA down. Funny, I was just thinking the opposite. Somehow he thinks Model X is $25k higher than a comparable S, and "$10k to $15k higher than we had expected."
All we have now is the $132k Sig version, which is almost exactly the same as a comparably equipped Model S P85D. This really has me kicking myself for not getting in line earlier. I thought Elon's guidance for the future versions is only $5k more than the comparable Model S. Where is Adam getting his info?
Model S is a great car and sells well, but it does not seat 7 adults, have a 5000# towing capacity, falcon wing doors, bioweapon defense mode, over the top windshield, etc. Realistically if any of those five features were a la carte add-ons for Model S, people would gobble them up at $3k to $5k for any ONE.
I think Adam must be comparing a projected Average Transaction Price that is based on the high end X's being produced first, and drawing the wrong conclusions about the comparative price with the S. This should be corrected.