Tesla Goes All-In on Building Optimus Robots
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 25 2026
0mins
Should l Buy TSLA?
Source: NASDAQ.COM
- Factory Repurposing: Tesla is winding down production of Model S and X at its Fremont, California facility to focus on building Optimus robots, with initial production expected to start by year-end, significantly enhancing Tesla's competitive position in the robotics sector.
- AI Potential and Market Reaction: While the prospects of Optimus are exciting, the potential upside from AI is already reflected in Tesla's stock price, which has surged 62% since last April, indicating strong investor confidence in future growth, but also exposing the stock to volatility risks from potential production delays.
- Service Revenue Model: Tesla plans to establish a service revenue model similar to the iPhone by selling the Optimus robot and charging subscription fees for its proprietary autonomous system software, providing a continuous cash flow stream that could diversify revenue as the electric vehicle market slows.
- Market Dynamics and Investment Strategy: Although Optimus could be a game changer, Tesla must prove the feasibility of its production timeline, and investors should approach the current market enthusiasm with caution to avoid losses from discrepancies between expectations and reality.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to rise
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 381.260
Low
25.28
Averages
401.93
High
600.00
Current: 381.260
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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