Tesla’s $600 Boom: Why Analysts Say This Is the Company’s Most Crucial Chapter Yet
Tesla's stock just got a rocket-fuel upgrade—one analyst slaps a $600 target on the EV pioneer as it shifts into uncharted territory.
The Make-or-Break Moment
Forget the Cybertruck's jagged edges or the Twitter circus. Wall Street's laser-focused on Tesla's next act: scaling AI-driven autonomy while dodging supply chain landmines.
Numbers Don't Lie (Until They Do)
The $600 call assumes Tesla cracks full self-driving monetization—because nothing says 'bullish' like betting on regulatory approval roulette. Meanwhile, legacy automakers are stuck playing catch-up with PowerPoints about their '2030 EV roadmaps.'
The Bottom Line
Either Musk delivers the tech holy grail, or Tesla becomes a very expensive meme stock. Place your bets—the market's counting milliseconds, not milestones.
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According to Ives, Tesla’s next big step is to push forward with self-driving cars and robotaxis. The company is already testing robotaxi services in Austin and the San Francisco Bay Area, although with safety drivers still on board. However, Musk recently said that these safety drivers in Austin will be removed by the end of the year. Tesla is also planning to expand testing to Miami, Dallas, Phoenix, and Las Vegas. In addition, production of Tesla’s first dedicated robotaxi, known as the Cybercab, is expected to begin in April 2026.
Ives also points to Tesla’s Optimus humanoid robots as a key part of its AI strategy. He believes that the company’s future is less about selling cars and more about long-term advancements in AI. Tesla plans to build a production line for 1 million Optimus units in Fremont, California, and later expand to 10 million units in Texas. While no timeline was shared, Optimus is already in pilot production. To earn his full pay, Musk must deliver 10 million full self-driving subscriptions, 1 million robotaxis, and 1 million Optimus robots.
What Is the Prediction for TSLA Stock?
Turning to Wall Street, analysts have a Hold consensus rating on TSLA stock based on 14 Buys, 10 Holds, and 10 Sells assigned in the past three months, as indicated by the graphic below. Furthermore, the average TSLA price target of $382.54 per share implies 3.8% downside risk.
