Tesla Toward $400! Any Other Stocks Could Benefit from Robotaxi Boom?
Tesla officially launches Robotaxi! The initial fleet includes 10 vehicles, operating from 6 a.m. to midnight within a designated geofenced area. Each vehicle is equipped with both a safety driver and a remote operator, with a flat fare of $4.20.
Earlier this month, Elon Musk said Tesla plans to deploy 1,000 robotaxis within a few months and expand the service to cities like San Francisco and Los Angeles.
Tesla Stock Breaks Out! Is $400 the Next Stop?
Tesla currently breaks $350. The next target is $380 and then $400.
One investor posted on X:
“A promise from Tesla’s Technoking, Elon Musk, to Tesla investors: ‘I will never let you down, no matter what it takes.’”
capturing the expectations of Musk and Tesla’s loyal fanbase.
Tesla's current market valuation already reflects expectations for the Robotaxi business. If the service successfully scales, it could dramatically expand Tesla’s revenue streams, including ride fares, autonomous software subscriptions, and fleet management fees. These new income sources would justify higher price-to-sales and price-to-earnings multiples, supporting further valuation growth.
According to Ark Invest, 88% of Tesla’s enterprise value in 2029 could come from its Robotaxi business, with traditional EV sales contributing just 9%.
Who Else Stands to Gain from the Rise of Robotaxis?
In China, autonomous driving firms like $WeRide Inc.(WRD)$ , $Pony AI Inc(PONY)$ , and $Baidu(BIDU)$ Apollo are rapidly gaining global competitiveness through technical prowess and regulatory support.
Robotaxis typically rely on multi-sensor fusion systems, including cameras, millimeter-wave radar, ultrasonic sensors, and LiDAR. Chinese LiDAR manufacturers such as $Hesai Group(HSAI)$ , $ROBOSENSE(02498)$, and Huawei now hold around 88% of the global automotive LiDAR market share.
Chipmakers are also poised to benefit directly from the growth in Robotaxi deployments. Many automakers and AV companies are adopting NVIDIA’s Drive platform as the “brain” of autonomous vehicles, with $Mobileye Global Inc.(MBLY)$ and $Qualcomm(QCOM)$ offering competing solutions.
Industry forecasts suggest $NVIDIA(NVDA)$ automotive revenue could exceed $5 billion by fiscal year 2026.
Does Tesla’s robotaxi launch mark the start of a new era?
Are you more bullish on Tesla or other beneficiary stocks?
Which companies might catch up next?
$Tesla Motors(TSLA)$ or $Tesla Motors(TSLA)$: will you use leveraged ETFs to amplify gains?
What’s your price target for Tesla?
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I definitely will not buy Tesla and not leveraged ETFs. I would put $350 as my price target and ceiling of $400 unless the subsequent earnings are spectacular or Elon has greater plans to propel Tesla further.
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我个人更看好 $特斯拉(TSLA)$ 优于其他参与者，仅仅是因为它的垂直整合——从硬件和人工智能芯片到全栈自治。也就是说，我也在密切关注Nvidia和Mobileye等公司，它们将受益于更广泛的AV采用。如果中国的激光雷达领导者也很快得到更多关注，我不会感到惊讶。
目前，我持有特斯拉，如果势头持续下去，我的目标价约为420美元，尤其是在第三季度盈利之前。机器人出租车不仅仅是一个炒作周期——它可能是特斯拉下一个巨大的增长引擎。
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我个人是偏向看多Tesla的，毕竟它不仅是硬件制造商，更像是整个自动驾驶生态的整合者。从芯片（Dojo）、AI模型、车队运营，到FSD软件更新频率，Tesla的闭环优势很难被复制。不过话说回来，现在这个“Robotaxi元年”，未必只有特斯拉能吃下全部红利。
如果要看“受益股”，我会关注两个方向：一个是L4级别软硬件方案提供商，比如Mobileye、Ambarella这种偏芯片+感知融合路线的玩家；另一个是汽车后市场服务或地图定位类公司，如Aptiv、Luminar，甚至是图资领域的HERE或TomTom都有可能被重新估值。
当然，别忘了“养车用车”模式一旦变革，保险业、车队运营平台、城市基础设施方案商都会被连带影响。所以我看这个浪潮，是比电动车更大的一场结构性转变。而这次，或许不仅是Tesla，整个“无人驾驶生态链”都将迎来估值重塑。
Despite this, analysts remain bullish with price targets between USD 400 and USD 500, hinging on a smooth rollout and broader market conditions.
TSLL $Direxion Daily TSLA Bull 2X Shares(TSLL)$ the leveraged ETF tied to Tesla could benefit even more if the rally continues.
Tesla faces stiff competition from autonomous leaders like Waymo, Baidu and Pony.ai, all of which have more mature and safer deployments. Nonetheless Tesla's integrated AI and hardware strategy keep it in the race.
Reaching USD 400 in June is possible but uncertain. The upside is real but so is the risk.
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