Tesla Tests Driverless Robotaxis in Texas
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 15 2025
0mins
Should l Buy TSLA?
Tesla has begun testing its driverless Robotaxis in Austin, Texas with no safety monitor onboard, TechCrunch's Sean O'Kane reports. The removal of such monitors brings the car maker one step closer to its goal of launching a true commercial Robotaxi service, the author notes.
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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: 383.030
Low
25.28
Averages
401.93
High
600.00
Current: 383.030
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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- SpaceX's IPO Plans: SpaceX is attempting to raise over $75 billion through its initial public offering (IPO).
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- Project Overview: Tesla's Terafab project aims to address the significant constraints posed by chip and memory supply on AI advancements in the coming years by integrating design, fabrication, mask production, packaging, and testing to enhance overall production efficiency.
- Market Expectations: Wedbush analyst Dan Ives maintains an ‘Outperform’ rating on Tesla with a $600 price target, believing that Terafab will accelerate Tesla's positioning in the AI sector, despite uncertainties surrounding the project's timeline.
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See More
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- Ambitious Production Targets: The facility aims for an initial production target of 100,000 wafer starts per month, scaling to 1 million per month, which would represent approximately 70% of TSMC's global output, providing 100 billion to 200 billion custom AI and memory chips annually for Tesla's FSD, Cybercab, and Optimus production lines.
- Meeting Market Demand: With TSMC and Samsung unable to meet Musk's production goals, this facility will ramp up over time to address the rapidly growing demand for AI computing power, with current AI compute output at around 20 gigawatts per year, only meeting 2% of the companies' needs.
- Merger Outlook: Analysts believe this project will accelerate Tesla's ambitious AI trajectory, laying the groundwork for a potential merger between Tesla and SpaceX in 2027, with chip and memory supply expected to be the greatest constraint.
See More
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