

Investor's Corner
Tesla Model Y expected to surprise in upcoming Q4 2019 earnings call
Tesla may be incredibly quiet and conservative with its Model Y timeframes, but if recent sightings and alleged leaks are any indications, it appears that the upcoming all-electric crossover is coming sooner than expected. An announcement of its impending release is expected to be made by company executives on the upcoming Q4 2019 Financial Results and earnings call, scheduled for January 29 at 3:30 PM PST.
The past few weeks have been rife with an incredible amount of Model Y release candidate sightings across the United States. Unlike the first Model Y crossovers that were spotted on American roads, the vehicles in recent sightings were more refined and production-ready. Tesla has even allowed images of the Model Y’s third-row seats, a somewhat controversial option due to their legroom and size, to be photographed.
Apart from this, Model Y VINs have been registered by the electric car maker with the NHTSA. One could recall that when Tesla did the same thing for the Model 3, the all-electric sedan’s first deliveries turned out to be just about a month away. The VIN registrations come on the heels of the Model Y’s CARB registration on January 9, which included some interesting tidbits of information about the vehicle’s range.
This seems to be a solid sign of the Model Y’s impending arrival as well. Back during the days of the Model 3 ramp, the company signed the Long Range RWD variant’s CARB certificate on July 3, 2017, just 25 days before deliveries began on July 28. With these in mind, it appears that the Model Y’s first deliveries, or at least the start of its mass production, is starting earlier than expected. It does, if any, line up with a rumor shared by Tesla enthusiast @moez on Twitter, which claimed that a Tesla employee had mentioned the start of the upcoming vehicle’s first deliveries.
It remains to be seen if @moez’s information is accurate, as Tesla employees are known to keep vital company information secret. Nevertheless, it does make sense in a way, considering everything that Tesla has been preparing and exhibiting in the United States so far. The fact that Elon Musk has also launched the Model Y program in China at Gigafactory 3’s first MIC Model 3 customer deliveries is just icing on the cake.
Tesla China, after all, will likely develop its Model Y program faster than its American counterpart. Made-in-China Teslas are off to a great running start with MIC Model 3s being made with stellar build quality. If the electric car maker can keep up this pace with the Model Y, then its presence in China will likely get significantly boosted once more.
The upcoming Q4 2019 earnings call on January 29 will hold several critical updates about the company’s ongoing projects, such as Gigafactory 3 in China and Gigafactory 4 in Europe. If signs and sightings are any indication, it would not be surprising at all if Elon Musk or any other Tesla executives would release an update on the Model Y’s mass production and first deliveries as well. And if these turn out to be sooner rather than later, Tesla’s disruption of the auto industry will likely get far more prominent very, very quickly.
Investor's Corner
Tesla tailwinds could drive momentum-filled finish to 2025: analyst
Tesla is heading toward some momentum to finish out the year, one Wall Street firm believes.

Tesla has some tailwinds that could drive it toward a momentum-filled finish to the year, one Wall Street analyst is predicting.
The tailwinds are joined by some minor risks that have impacted the broader electric vehicle market, but overall, this firm believes Tesla has many catalysts moving forward.
Emmanuel Rosner of Wolfe Research believes that Tesla has plenty of things that could drive the stock upward as we approach the end of the year. With Q3 well underway, Tesla has about five months of catalysts to rely on to erase the roughly 18 percent drop in stock price it has so far this year.
At first glance, it is easy to see the things that would have investors bullish on Tesla for the rest of 2025 and even beyond. Initially, the Robotaxi launch and expansion, which spread to Northern California last night, provide potentially huge tailwinds for the company moving forward.
Along with that, and slightly related, are the advancements in Full Self-Driving that the company has made over the past few months.
This includes the potential launch of the FSD suite in regions like Europe and Australia, where the company believes it will make some progress on regulatory approval in the coming months.
Finally, Wolfe says the company’s Optimus project, which is expected to enter scale production sometime next year, is the third catalyst for Tesla moving forward.
With these three projects in motion, Tesla truly can begin to work on rebounding from a rough 2025 on the market.
Rosner writes:
“This name trades more around the narrative than the numbers. And net-net, we tactically see an improving narrative from here. Tesla has several catalysts coming up w/r/t FSD and Robotaxi, including an expansion of their AV service into several new U.S. markets (San Francisco, Nevada, Arizona, Florida, etc.). The company plans to unlock hands-free/eyes-off autonomy for FSD owners in select U.S. locations by YE25. Supervised FSD in China and Europe is expected to launch over the next ~12 months. And, Optimus is expected to enter scale production in 2026.”
Tesla is currently trading around $310 at around 3:20 p.m. on the East Coast.
Investor's Corner
Tesla Robotaxi execution should lead to valuation ‘far exceeding current levels’: analyst
RBC Capital bumped its price target on Tesla stock slightly from $319 to $325.

Tesla’s Robotaxi platform is the primary focus for the automaker currently, and based on what has been outlined by the company as goals for the project, one firm is saying that the company’s valuation should “far exceed even current levels.”
The Robotaxi is a self-driving ride-hailing service that Tesla plans to implement in current and future vehicle builds. CEO Elon Musk and other executives have said that “the vast majority of the Tesla fleet that we’ve made is capable of being a Robotaxi,” thanks to its development of Over-the-Air software updates that increase the capability of the vehicle with a simple download.
Currently, the Robotaxi platform is only active in a portion of Austin, Texas, but Tesla is expanding to other markets, including California, Nevada, Arizona, and Florida. California will be the next market to open its doors to the Tesla Robotaxi platform.
🚨 Tesla Robotaxi is close to offering rides in California based on this new message we got in our app.
There is no geofence currently set up in the Bay Area, but we’ll monitor it moving forward. pic.twitter.com/ZrKAqDqQs9
— TESLARATI (@Teslarati) July 26, 2025
But the name of the game is execution, and that’s what Tesla is aiming for in a timely fashion. If it can come through on all of its current goals, its valuation could explode, and one firm is holding steady on that narrative as Tesla continues to work toward expanding Robotaxi.
On Tuesday, RBC Capital analysts bumped their price target on Tesla shares (NASDAQ: TSLA) to $325 from $319, primarily due to the Robotaxi expansion and its success:
“Should Tesla be successful on all of its goals, its valuation could far exceed even current levels. The Austin Robotaxi launch has been better than many feared, and the company is looking to expand in more cities.”
There are some risks to Tesla’s narrative, but they fall outside the scope of what the company can control. In relation to Robotaxi, regulatory hurdles remain. Some regions may be slower than others to give Tesla the proper licensing to operate in their jurisdiction. This could slow the pace of Robotaxi expansion, bringing some overhang to the story.
Additionally, Tesla is fending off narratives of slowing demand, and the White House’s decision to revoke the $7,500 EV tax credit from consumers could temper sales past Q3.
Nevertheless, Robotaxi is where Tesla’s true value seems to be focused. Successfully launching a driverless ride-sharing platform is where the company is putting all of its eggs, and revolutionizing passenger travel is where the focus lies.
RBC Capital’s note continued:
“Regulatory hurdles remain, however. Further, we expect the end of IRA credits and high levels of used EV inventory to pressure the auto business for the next several quarters.”
The slight price target bump puts RBC Capital’s expectations near where the stock is trading, as it is currently priced at around $320 at 9:54 a.m. on the East Coast.
Investor's Corner
Elon Musk shares details on Tesla AI6 production deal with Samsung
Tesla is already laying the groundwork for the ramp of its next-generation products.

Elon Musk has provided some details about Tesla’s AI6 production deal with South Korean tech giant Samsung. As per Musk, Samsung’s upcoming Texas fabrication facility will be dedicated to the production of Tesla’s AI6 chip.
Musk’s update suggests that Tesla is already laying the groundwork for the ramp of its next-generation products like the Cybercab and Optimus.
Samsung AI6 production reports
On Sunday, Bloomberg News claimed that Samsung will be producing semiconductors for Tesla in a $16.5 billion deal. As per the report, Samsung is currently producing Tesla’s AI4 chip, and the deal will help the South Korean tech giant gain some ground back from competitors in the semiconductor market.
Elon Musk confirmed the news on X, stating that the $16.5 billion is actually just the bare minimum. As per Musk, the deal with Samsung will likely be “much more than that.” And in a later comment, Musk clarified that the actual output of Samsung’s Tesla AI6 plant will “likely be several times higher” than what has been reported.
Musk shared a critical detail that would likely allow Samsung to maximize its AI6 output. “Samsung agreed to allow Tesla to assist in maximizing manufacturing efficiency. This is a critical point, as I will walk the line personally to accelerate the pace of progress. And the fab is conveniently located not far from my house,” Musk wrote in his post.
Elon Musk on AI5 and AI6
Tesla currently produces vehicles with its AI4 chip, which is produced by Samsung. As per the CEO, Tesla’s AI5 chip, which just finished its design, will be produced by TSMC. The AI5 chip will be produced initially in Taiwan, and then in Arizona, the CEO noted.
Elon Musk’s comments about AI6 and Samsung’s output suggest that Tesla is really preparing to enter a stage in its growth that involves production at a scale that’s never been seen before. Tesla’s speed is quite notable, though it seems safe to assume that the actual rollout of AI6 will still be a few years away.
In a few years, Tesla will probably be mass producing the Cybercab and Optimus, as well as more affordable vehicles that will likely see more adoption from mainstream customers. This means that Samsung’s AI6 ramp will likely be just in time to support Tesla’s outputs for its Optimus bots, its Cybercabs, and its mass market affordable cars.
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