Tesla's Robotaxi Prospects Look Promising
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 05 2026
0mins
Should l Buy TSLA?
Source: Fool
- Optimistic Revenue Forecast: Analysts project that Tesla's robotaxi revenue could reach $250 billion by 2035, assuming a 30% penetration of autonomous vehicles and a 50% market share, supporting an equity value of $2.75 trillion, which translates to about $900 billion when discounted back, equating to $250 per share.
- Market Expansion Plans: Tesla aims to launch robotaxis in seven new markets in the first half of this year, although this initiative is expected to incur losses of up to $500 million as the fleet expands from 250 to 7,200 vehicles, adversely impacting short-term profitability.
- High Cost Challenges: While maintaining an optimistic outlook on robotaxis, analysts highlight that Tesla will face significant costs in building its robotaxi fleet and the Optimus humanoid robots, which could negatively affect the company's earnings in the near term.
- Market Competition Risks: Tesla's first-mover advantage in autonomous driving may allow it to quickly capture market share, but it also faces multiple challenges, including competition, fleet expansion, transitioning to fully autonomous driving, and regulatory hurdles, leading analysts to express caution.
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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: 380.300
Low
25.28
Averages
401.93
High
600.00
Current: 380.300
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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