Is the humanoid robot sector prepared for its ChatGPT breakthrough?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 15 2025
0mins
Should l Buy TSLA?
Source: CNBC
Humanoid Robots on the Rise: Humanoid robots are experiencing significant technological advancements and are poised for a surge in investment and popularity, similar to the impact of ChatGPT on generative AI. Industry leaders believe this year marks the beginning of mass production and deployment of these robots across various sectors.
Current Deployments and Future Potential: Companies like Tesla and various Chinese startups are already deploying humanoid robots in factories and commercial services, with expectations of transformative economic impacts in the coming years. However, experts caution that widespread public adoption will be gradual due to challenges such as high costs and regulatory hurdles.
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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: 408.580
Low
25.28
Averages
401.93
High
600.00
Current: 408.580
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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- 2026 Growth Expectations: Rivian is expected to launch its first mass-market vehicle, the R2, in 2026, with analysts projecting a conservative 6% sales growth, which seems understated given Tesla's success with affordable models, suggesting Rivian could experience significant growth.
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- Future Growth Potential: Rivian is expected to launch its first mass-market vehicle, the R2, in 2026, which could significantly boost its sales growth rate, even though analysts currently project only a 6% sales growth for 2026, a prediction that seems conservative.
- Technological Investment Disadvantage: While Rivian is making strides in self-driving technology and AI, it lags behind Tesla in financial and technological capabilities, placing it at a disadvantage in the lucrative robotaxi market, which could be worth $5 trillion to $10 trillion.
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