Tesla stock (NASDAQ: TSLA) is set to surge in value by ten-fold if the automaker can come through on the development and subsequent release of its Robotaxi platform, ARK Invest said recently.
It is no secret that Tesla’s Robotaxi project is among the company’s biggest long-term catalysts. Solving Full Self-Driving and allowing owners to make money without physically driving their cars is one of the biggest developments in passenger transportation in the last 100 years.
While many other companies are developing efficient and somewhat operable self-driving robotaxi programs, they are geo-fenced and sometimes driven by a remote employee. These may be driverless but do not necessarily constitute autonomous operation.
ARK Remains Bullish on Tesla Robotaxi
ARK Invest’s Cathie Wood has always believed Tesla is at the forefront of the autonomy sector when it comes to passenger transportation. In a recent interview with Bloomberg Television, Wood said she believes Tesla is primed to benefit massively because “Autonomous taxi platforms are the biggest AI project evolving today.”
Wood says the autonomous taxi ecosystem is worth between $8 trillion and $10 trillion in global revenue, and Tesla has a chance to take as much as half of the market if it can beat competitors to a fully self-driving platform.
“If we are right, the stock has miles to go,” Wood said.
Tesla Robotaxi Event Delayed
Tesla’s Robotaxi was set to be unveiled on August 8 with its own dedicated event, but it reports from Bloomberg last week indicated that internal discussions at the automaker had pushed it back two months to October.
Tesla did not directly confirm the report, but CEO Elon Musk said earlier this week that he requested “what I think is an important design change to the front.”
He also said, “…extra time allows us to show off a few other things.”
Elon Musk confirms Robotaxi event delay, new date not yet disclosed
The delay might give Tesla the opportunity to unveil a more complete Robotaxi vehicle and give investors and fans a more complete presentation. As it stood, some believed the August date was a stretch and more of a response to August rumors that the $25k Tesla was being shelved.
Now we know that Musk wanted something with the Robotaxi design explicitly changed.
Tesla Stock Performance
Tesla stock has had a stratospheric run over the past few weeks. In the past 30 trading days, shares are up over 32 percent, bringing the company back to even for the year.
Tesla beat Wall Street expectations for its Q2 delivery figures and reported what was a surprising performance by the company’s energy division. The latter bolstered what was a surprisingly strong quarterly performance, catalyzing massive gains for the automaker on Wall Street over the past month.
Tesla will report its Earnings next week on Tuesday after the market closes.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
Investor's Corner
Tesla wins $508 price target from Stifel as Robotaxi rollout gains speed
The firm cited meaningful progress in Tesla’s robotaxi roadmap, ongoing Full Self-Driving enhancements, and the company’s long-term growth initiatives.
Tesla received another round of bullish analyst updates this week, led by Stifel, raising its price target to $508 from $483 while reaffirming a “Buy” rating. The firm cited meaningful progress in Tesla’s robotaxi roadmap, ongoing Full Self-Driving enhancements, and the company’s long-term growth initiatives.
Robotaxi rollout, FSD updates, and new affordable cars
Stifel expects Tesla’s robotaxi fleet to expand into 8–10 major metropolitan areas by the end of 2025, including Austin, where early deployments without safety drivers are targeted before year-end. Additional markets under evaluation include Nevada, Florida, and Arizona, as noted in an Investing.com report. The firm also highlighted strong early performance for FSD Version 14, with upcoming releases adding new “reasoning capabilities” designed to improve complex decision-making using full 360-degree vision.
Tesla has also taken steps to offset the loss of U.S. EV tax credits by launching the Model Y Standard and Model 3 Standard at $39,990 and $36,990, Stifel noted. Both vehicles deliver more than 300 miles of range and are positioned to sustain demand despite shifting incentives. Stifel raised its EBITDA forecasts to $14.9 billion for 2025 and $19.5 billion for 2026, assigning partial valuation weightings to Tesla’s FSD, robotaxi, and Optimus initiatives.
TD Cowen also places an optimistic price target
TD Cowen reiterated its Buy rating with a $509 price target after a research tour of Giga Texas, citing production scale and operational execution as key strengths. The firm posted its optimistic price target following a recent Mobility Bus tour in Austin. The tour included a visit to Giga Texas, which offered fresh insights into the company’s operations and prospects.
Additional analyst movements include Truist Securities maintaining its Hold rating following shareholder approval of Elon Musk’s compensation plan, viewing the vote as reducing leadership uncertainty.
@teslarati Tesla Full Self-Driving yields for pedestrians while human drivers do not…the future is here! #tesla #teslafsd #fullselfdriving ♬ 2 Little 2 Late – Levi & Mario
Investor's Corner
Tesla receives major institutional boost with Nomura’s rising stake
The move makes Tesla Nomura’s 10th-largest holding at about 1% of its entire portfolio.
Tesla (NASDAQ:TSLA) has gained fresh institutional support, with Nomura Asset Management expanding its position in the automaker.
Nomura boosted its Tesla holdings by 4.2%, adding 47,674 shares and bringing its total position to more than 1.17 million shares valued at roughly $373.6 million. The move makes Tesla Nomura’s 10th-largest holding at about 1% of its entire portfolio.
Institutional investors and TSLA
Nomura’s filing was released alongside several other fund updates. Brighton Jones LLC boosted its holdings by 11.8%, as noted in a MarketBeat report, and Revolve Wealth Partners lifted its TSLA position by 21.2%. Bison Wealth increased its Tesla stake by 52.2%, AMG National Trust Bank increased its position in shares of Tesla by 11.8%, and FAS Wealth Partners increased its TSLA holdings by 22.1%. About 66% of all outstanding Tesla shares are now owned by institutional investors.
The buying comes shortly after Tesla reported better-than-expected quarterly earnings, posting $0.50 per share compared with the $0.48 consensus. Revenue reached $28.10 billion, topping Wall Street’s $24.98 billion estimate. Despite the earnings beat, Tesla continues to trade at a steep premium relative to peers, with a market cap hovering around $1.34 trillion and a price-to-earnings ratio near 270.
Recent insider sales
Some Tesla insiders have sold stock as of late. CFO Vaibhav Taneja sold 2,606 shares in early September for just over $918,000, reducing his personal stake by about 21%. Director James R. Murdoch executed a far larger sale, offloading 120,000 shares for roughly $42 million and trimming his holdings by nearly 15%. Over the past three months, Tesla insiders have collectively sold 202,606 shares valued at approximately $75.6 million, as per SEC disclosures.
Tesla is currently entering its next phase of growth, and if it is successful, it could very well become the world’s most valuable company as a result. The company has several high-profile projects expected to be rolled out in the coming years, including Optimus, the humanoid robot, and the Cybercab, an autonomous two-seater with the potential to change the face of roads across the globe.
@teslarati Tesla Full Self-Driving yields for pedestrians while human drivers do not…the future is here! #tesla #teslafsd #fullselfdriving ♬ 2 Little 2 Late – Levi & Mario
Investor's Corner
Ron Baron states Tesla and SpaceX are lifetime investments
Baron, one of Tesla’s longest-standing bulls, reiterated that his personal stake in the company remains fully intact even as volatility pressures the broader market.
Billionaire investor Ron Baron says he isn’t touching a single share of his personal Tesla holdings despite the recent selloff in the tech sector. Baron, one of Tesla’s longest-standing bulls, reiterated that his personal stake in the company remains fully intact even as volatility pressures the broader market.
Baron doubles down on Tesla
Speaking on CNBC’s Squawk Box, Baron stated that he is largely unfazed by the market downturn, describing his approach during the selloff as simply “looking” for opportunities. He emphasized that Tesla remains the centerpiece of his long-term strategy, recalling that although Baron Funds once sold 30% of its Tesla position due to client pressure, he personally refused to trim any of his personal holdings.
“We sold 30% for clients. I did not sell personally a single share,” he said. Baron’s exposure highlighted this stance, stating that roughly 40% of his personal net worth is invested in Tesla alone. The legendary investor stated that he has already made about $8 billion from Tesla from an investment of $400 million when he started, and believes that figure could rise fivefold over the next decade as the company scales its technology, manufacturing, and autonomy roadmap.
A lifelong investment
Baron’s commitment extends beyond Tesla. He stated that he also holds about 25% of his personal wealth in SpaceX and another 35% in Baron mutual funds, creating a highly concentrated portfolio built around Elon Musk–led companies. During the interview, Baron revisited a decades-old promise he made to his fund’s board when he sought approval to invest in publicly traded companies.
“I told the board, ‘If you let me invest a certain amount of money, then I will promise that I won’t sell any of my stock. I will be the last person out of the stock,’” he said. “I will not sell a single share of my shares until my clients sold 100% of their shares. … And I don’t expect to sell in my lifetime Tesla or SpaceX.”
Watch Ron Baron’s CNBC interview below.
@teslarati :rotating_light: This is why you need to use off-peak rates at Tesla Superchargers! #tesla #evcharging #fyp ♬ Blue Moon – Muspace Lofi
Tesla wins $508 price target from Stifel as Robotaxi rollout gains speed
Tesla CEO Elon Musk teases autobiography following fallout with Isaacson
Tesla receives major institutional boost with Nomura’s rising stake
-
News1 week agoTesla shares rare peek at Semi factory’s interior
-
Elon Musk1 week agoTesla says texting and driving capability is coming ‘in a month or two’
-
News1 week agoTesla makes online ordering even easier
-
News1 week agoTesla Model Y Performance set for new market entrance in Q1
-
News1 week agoTesla Cybercab production starts Q2 2026, Elon Musk confirms
-
News1 week agoTesla is launching a crazy new Rental program with cheap daily rates
-
News1 week agoTesla China expecting full FSD approval in Q1 2026: Elon Musk
-
News2 weeks agoTesla Model Y Performance is rapidly moving toward customer deliveries