Tesla Energy could become one of its largest businesses by 2030

Tesla's Energy and Storage segment grew to nearly $13 billion last quarter as growth continues to accelerate.
Goldman Sachs forecasts the business could generate $30B-$50B in revenue by 2030, while Morgan Stanley sees roughly 27% long-term growth and values the segment at about $50 per Tesla share.
Sell-side estimates also see storage deployments rising from 58 GWh in 2026 to roughly 150 GWh by 2030.
For $TSLA, energy storage could become an increasingly important earnings driver as AI data centers and power grids demand more battery capacity.