Tesla's Cybercab Production to Start Slowly, Volume Production Expected in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Source: Newsfilter
- Production Rate Expectations: Tesla CEO Elon Musk stated that the early production rate of the Cybercab and humanoid robot Optimus will be 'agonizingly slow' before accelerating over time, highlighting the impact of new product complexity on production.
- Valuation Reliance on Technology: Tesla's $1.39 trillion valuation heavily relies on investor expectations for its self-driving technology and humanoid robots, even as its core revenue continues to come from electric vehicle sales.
- Cybercab Design Features: The Cybercab is a two-seater electric vehicle designed without manual controls, including a steering wheel or pedals, aimed at achieving full autonomy, with volume production expected to start in 2026.
- Strategic Importance: Musk emphasized that the humanoid robot project is central to Tesla's long-term strategy, arguing that its potential economic value could eventually surpass that of the vehicle business by taking on a wide range of tasks that humans are unwilling to perform.
Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSLA is 401.93 USD with a low forecast of 25.28 USD and a high forecast of 600.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 437.500
Low
25.28
Averages
401.93
High
600.00
Current: 437.500
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.
