Tesla's Robotaxi Fleet in Texas Lags Behind Waymo's Dominance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Source: seekingalpha
- Market Size Comparison: Data from the Texas Department of Motor Vehicles reveals that Tesla (TSLA) has only 42 authorized robotaxis in Texas, significantly trailing Waymo's (WAYMO) 577 vehicles, highlighting Tesla's competitive disadvantage in this market.
- Competitor Analysis: Tesla (TSLA) not only lags behind Waymo but also falls short of Nebius (NBIS)-owned Avride's 317 and Nuro's 47 authorized robotaxis, indicating a further compression of its market share.
- Regulatory Environment Changes: With the new law in Texas tightening oversight on commercial self-driving vehicles, Tesla's (TSLA) robotaxi service, available in limited areas of Austin, Dallas, and Houston, faces increased compliance pressures that could impact future expansion plans.
- Operational Timing Differences: Waymo (WAYMO) commenced its robotaxi operations in Texas last March through a partnership with Uber (UBER), while Tesla (TSLA) only began its service in June 2025, creating a timing gap that places it at a disadvantage in market competition.
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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: 442.100
Low
25.28
Averages
401.93
High
600.00
Current: 442.100
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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