Cathie Wood Predicts Tesla's Humanoid Robot Will Transform Life by 2029
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 11 hours ago
0mins
Should l Buy TSLA?
Source: Benzinga
- Complexity of Humanoid Robots: ARK Invest's research indicates that developing humanoid robots is 200,000 times more complex than robotaxis, a complexity attributed to Elon Musk's 'first principles approach' and 'dogged determination', which will have profound implications for Tesla's future.
- Transformation of Daily Life: Cathie Wood projects that Tesla's Optimus humanoid robot will begin transforming factory and home life by 2028 or 2029, aligning with Musk's ambitious vision and demonstrating strong confidence in future technologies.
- Unlocking Economic Potential: ARK Invest forecasts that humanoid robots could unlock $250 billion in untapped GDP by 2025, which not only enhances Tesla's long-term value but also has the potential to reshape the economic landscape across multiple industries.
- Increased Investment Confidence: Wood's ARK Venture Fund holds an 11.23% stake in SpaceX and a 6.31% stake in xAI, totaling a 17.54% investment, reflecting strong confidence in Musk's other ventures and further solidifying Tesla's leadership position in future technology sectors.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to fall
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 417.070
Low
25.28
Averages
401.93
High
600.00
Current: 417.070
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- New Business Ventures: Tesla plans to launch household robots priced between $20,000 and $30,000 by the end of 2027, a move that may be driven by the stagnation of its EV business, highlighting the company's urgent need for diversification.
- Intensified Market Competition: Global EV sales reached 20.7 million in 2023, a 21% increase, with competitors like BYD and Volkswagen capturing significant market share, suggesting that Tesla's dominance in the EV market is being challenged.
- Uncertain Future Outlook: While Tesla's prospects in autonomous driving and solar energy are promising, market skepticism remains regarding the profitability and timelines of its new ventures, as analysts generally value TSLA stock at only $422.09, reflecting investor uncertainty about future growth.
See More
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- Declining EV Profitability: As of the end of last year, Tesla's net profit per vehicle was only $4,000, significantly down from $10,000 in 2022, indicating severe challenges to profitability amid the ongoing EV price wars.
- Intensifying Market Competition: Global EV sales reached 20.7 million units in 2023, a 21% increase, with Tesla losing market share to competitors like BYD and Volkswagen, undermining its position in a rapidly growing market.
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