Reward 500 Tiger-coins$Tesla Motors(TSLA)$ climbed to a record high of $489 on Tuesday, lifting its market capitalization to roughly $1.58 trillion. The rally has been driven by renewed optimism around Robotaxi development, prompting some on Wall Street to reassess Tesla beyond its traditional automaker label.
How do analysts view Robotaxi development?
Wedbush’s Dan Ives argues that 2026 could mark a true inflection point, as Robotaxi and autonomous driving begin broader commercialization. He projects Tesla’s valuation could exceed $2 trillion, with an upside case toward $3 trillion.
Longtime Tesla bull Baron has echoed this view, calling 2026 a potential breakout year as investors increasingly frame Tesla as a leader in real-world AI rather than just a car company.
Morgan Stanley highlights three key catalysts that will determine Robotaxi scaling: opening rides to the general public without safety supervisors, improving safety metrics as mileage accumulates, and the start of Cybercab mass production, targeted for April 2026. Technically, Tesla shares are also breaking out of a prior consolidation range, reinforcing bullish momentum.
Technically, $Tesla Motors(TSLA)$ is breaking out of the consolidation range!
Some believe that Tesla’s rally at the end of 2025 is only just beginning.
However, investors like Cathie Wood have been trimming positions into strength.
ARK Invest sold a combined 124,867 Tesla shares via $ARK Innovation ETF(ARKK)$ and $ARK Next Generation Internet ETF(ARKW)$, worth about $59.35 million.
After all, last year Tesla also hit a record closing high on December 17, only to enter a prolonged decline and take more than a year to recover to its previous peak.
How do you view Tesla’s latest move to new highs?
Is a breakout above $500 on the horizon?
Will 2026 bring another major leg higher, or are we seeing a repeat of history?
Are you bullish on Robotaxi, and do you think FSD could realistically launch in China by 2026?
Leave your comments to win tiger coins~
Comments
On Robotaxi, I’m cautiously bullish. I agree that 2026 is the key inflection point, as unsupervised rides, improving safety data, and the start of Cybercab production could reshape how Tesla is valued. Even partial execution would justify another leg higher beyond traditional auto metrics.
That said, I don’t expect a straight line up. ARK trimming highlights short-term risk, and FSD in China by 2026 is upside rather than a base case due to regulatory hurdles. Overall, I remain bullish into 2026, with execution being the real test, and I’m watching real-world rollout data more closely than short-term price action.
@Tiger_comments @TigerStars
How do you view Tesla’s latest move to new highs?
Is a breakout above $500 on the horizon?
Will 2026 bring another major leg higher, or are we seeing a repeat of history?
Are you bullish on Robotaxi, and do you think FSD could realistically launch in China by 2026?
Leave your comments to w
Will this affect the USD 500 target?
The current situation highlights the tension between the revolutionary long term vision such as Robotaxi success and Tesla's short term execution and regulatory hurdles.
A confirmed breakout above USD 500 remains a strong possibility but only if the current technical support holds and the regulatory overhang is resolved.
Tesla at USD 500 is a "Market Tooth Fairy" moment. I want to believe that there is a gold coin under the pillow. However I would also watch the Bank of Japan and global liquidity closely. If the macro environment stays stable, 2026 could be the year Tesla defines the next decade of transport.
@Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger