Tesla Robotaxi Revenue to Hit $250B by 2035: Analyst

Analyst Forecasts Major Revenue from Tesla Robotaxi

Wolfe Research projects Tesla's robotaxi division could become a significant long-term revenue source. A top-down financial model suggests potential revenue could climb to $250 billion by the year 2035.

Market Outlook and Growth Drivers

The projection is based on increasing autonomous vehicle adoption and a growing user base. Wolfe analyst Emmanuel Rosner identified 2026 as a potentially 'catalyst-rich year' for Tesla's stock. Investors will monitor progress in robotaxi deployment, Optimus robot production, and the broader expansion of unsupervised Full Self-Driving FSD software.

Impact on Tesla Stock

The analysis suggests that if Tesla successfully executes these initiatives, the long-term return on investment could be highly attractive for shareholders. These future developments are considered key factors that could influence the company's valuation and market performance in the coming years.

Summary and Future Outlook

The long-term outlook for Tesla's autonomous ventures appears strong according to this analysis. Key milestones in 2026 will be critical for investors to watch as indicators of the company's progress toward its ambitious goals.

FAQ

Q: What is the projected revenue for Tesla's robotaxi business by 2035?
A: Wolfe Research forecasts that revenue could reach $250 billion by 2035.

Q: What are the main factors driving this projection?
A: The forecast is driven by the expected expansion of the robotaxi service, progress in Optimus production, and advancements in unsupervised FSD software.

Source: Investing.com