高盛认为特斯拉新发布的Model Y L(更大、六座版Model Y)对增长前景构成积极影响。Model Y L旨在与三排座SUV细分市场竞争，计划于今年秋季在中国上市，预计售价为56,000美元(约40万元人民币)。尽管新车型可能对Model Y和X销量造成一定冲击，但有望显著扩大特斯拉在美国、欧洲和中国等关键中型SUV市场的影响力。预计2025年还将推出Model Y或Model 3的低成本版本。高盛预计到2027年新车型销量将达37.5万辆，但指出关税、竞争和定价压力等风险。该机构维持对特斯拉的“中性”评级，目标价为285美元。
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