Tesla's Cybercab Production Progresses Rapidly Towards Ambitious Deadline
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 04 2026
0mins
Should l Buy TSLA?
Source: Benzinga
- Innovative Manufacturing Process: Tesla's Cybercab will utilize a new 'Unboxed' manufacturing process, aiming to reduce production cycle time to 10 seconds per vehicle, a significant improvement from the approximately one minute for the Model Y, potentially transforming traditional automotive manufacturing.
- Production Ahead of Schedule: The first Cybercab rolled off the line in mid-February, weeks ahead of schedule, with recent drone footage showing 25 units at Giga Texas; however, early output is expected to be 'agonizingly slow' before ramping up significantly in the coming weeks.
- Market Expectations and Challenges: Prediction markets indicate a 34% chance that Tesla will sell the Cybercab to retail customers for $30,000 by year-end, but the vehicle requires federal approval to operate on public roads, presenting regulatory hurdles.
- Increased Competitive Pressure: Investor Gary Black argues that Waymo could compete with Tesla's cheaper hardware through superior execution, as TSLA traded around $387 on Tuesday, down approximately 20% from December highs, reflecting cautious market sentiment regarding Tesla's future performance.
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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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- Industry Impact: James Henderson, CEO of risk management firm Healix, noted that the threats against tech companies are part of a sustained pattern, suggesting that future crises may target data centers and cloud platforms as much as traditional strategic sites.
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