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Tesla (TSLA) shares climbed approximately 4% in Monday morning trading following an upbeat forecast from Wedbush Securities. The brokerage’s analysis highlighted the company’s growing potential in autonomous vehicles and robotics, signaling an optimistic medium- to long-term trajectory for the EV giant.
Strong Growth Prospects Driven by Robotics and AI
Wedbush analyst Dan Ives emphasized Tesla’s Robotaxi program as a central growth driver. According to Ives, the initiative could scale rapidly across the United States, with mass production of the Cybercab expected by April or May 2026. The program reflects Tesla’s broader strategy to integrate AI and autonomous driving capabilities, which have recently benefited from eased federal regulatory restrictions on full self-driving technologies.
Ives noted, “Tesla may accelerate key AI initiatives now that some federal regulatory hurdles around full self-driving have eased.” This step could position the company at the forefront of autonomous vehicle adoption, leveraging its existing EV infrastructure and technological expertise.
Capturing the Global Autonomous Market
Wedbush estimates that Tesla could capture a substantial share of the global autonomous vehicle market over the next decade. The brokerage highlighted the potential scale of AI-driven revenue, which could approach $1 trillion. Tesla’s leadership in self-driving technologies, including Robotaxi deployment, positions it to benefit from both consumer and commercial demand for autonomous mobility solutions.
The firm’s projections also extend to the broader robotics sector, where Tesla’s expertise in manufacturing and AI could fuel additional growth. Tesla’s integration of advanced robotics into vehicle production and potential consumer applications underlines the company’s focus on long-term technological leadership.
Market Valuation Outlook
According to Wedbush, Tesla’s market value could surpass $2 trillion next year, reflecting the growing optimism surrounding autonomous and robotics initiatives. Under more optimistic scenarios, Tesla could reach a market capitalization of $3 trillion by the end of 2026 as full-scale production of autonomous vehicles and robotics solutions ramps up.
The valuation outlook takes into account Tesla’s expanding global footprint, technological innovation, and ability to scale production efficiently. Wedbush’s analysis underscores how Tesla’s autonomous and AI programs are integral to the company’s long-term growth expectations.
CEO Updates and Technological Progress
Separately, CEO Elon Musk indicated that Tesla is testing Robotaxis without in-car safety monitors, demonstrating tangible progress toward fully driverless vehicles. This milestone represents a significant step in Tesla’s autonomous strategy, suggesting that the company is closer to delivering commercially viable self-driving solutions.
Musk’s comments also reinforce Tesla’s dual focus on both vehicle automation and robotics, integrating AI-driven functionality across multiple operational dimensions. As Wedbush highlighted, these advancements are key to Tesla’s competitive positioning in the global EV and autonomous technology markets.
