Tesla stock ‘valued’: Analysts point to Robotaxis, FSD as long-term growth opportunities – Tesla (NASDAQ: TSLA)

one Tesla Inc. Tesla Analysts highlighted monetization opportunities for the company’s robotic axes and FSD.

Tesla Analyst: Goldman Sachs Analyst Mark Delaney Maintain a Neutral rating on Tesla with a price target of $345.

Also Read: Tesla Q3 Earnings Highlights: EPS Beats Estimates, Revenue Misses Estimates, Shares Climb on 2025 Low-Cost EV Timeline

Analyst highlights: Improvements to Tesla’s FSD mean that robo-taxi revenue is now included in the financial model Delaney laid out for the company in a new investor note.

Analysts expect Tesla’s robotaxis to begin operating in the second half of 2026 and revenue in 2027 to reach about $115 million.

Delaney’s $115 million estimate is based on Tesla’s robotaxi fleet reaching 300 vehicles by the end of 2026 and 1,500 vehicles by the end of 2027, with each vehicle making 20 trips per day by 2027 at a price of $2.50 per mile.

“Based on our recent rides in FSD V13-enabled Tesla vehicles, crowdsourced data, and third-party reviews, we believe Tesla FSD software performance in V13 is significantly improved compared to V12,” Delaney said.

Crowdsourced data showed longer intervals between interventions and 97% of drives did not require critical intervention, the report said.

“While we are encouraged by this improvement, keep in mind that Tesla aims to be safer than a human driver by the second quarter of 2025, and FSD will require significant improvements to reach that level.”

Although there is more work to be done on FSD, analysts expect monetization levels to rise in 2026 and 2027.

“We believe long-term FSD monetization potential depends not only on technological advancements, but also on how well Tesla’s software differentiates itself from alternatives.”

Delaney also said that licensing FSD to other OEMs could provide upside prospects for Tesla and the business unit.

incoming Donald Trump The report also said the White House administration may change federal standards for robo-taxi rules.

This could help Tesla launch robo-taxi services in several states, rolling out existing Tesla models first and then launching new Cybercabs as part of the service.

“Globally, through mass deployment and across operators, the TAM for the robo-taxi market could reach billions of dollars.”

Delaney remains cautious about Tesla and believes that “the valuation is full.” The analyst said that FSD’s growth may take longer than Tesla’s goals, vehicle fundamentals may remain unstable, and vehicle deliveries may be lower than Tesla’s 2025 expectations.

“We believe Tesla remains well-positioned for long-term growth due to its leadership in electric vehicles; the breadth/depth of its technology capabilities in artificial intelligence, software and hardware; and its comprehensive suite of capabilities, including charging. The ability to benefit from solutions.

Tesla Price Trend: Tesla shares fell 3.71% to $412.33 on Thursday, compared with a 52-week trading range of $138.80 to $488.54. Tesla’s stock price is up 88% from last year.

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Photo: Courtesy of Tesla