"Ives, Wedbush's global head of tech research, stated in his post that Tesla is entering a pivotal period as its autonomy and robotics ambitions move closer to commercialization. He expects Tesla's market cap to reach $2 trillion in 2026, representing roughly 33% upside from current levels, with a bull case up to a $3 trillion market cap by year-end. Overall, Ives noted that 2026 could become a "monster year" for TSLA."
"Ives also reiterated his "Outperform" rating on TSLA stock, as well as his $600 per share price target. Heading into 2026 this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026... as the AI chapter takes hold at TSLA🍿🔥🏆🐂 @elonmusk- Dan Ives (@DivesTech) December 15, 2025"
Tesla is projected to reach a $2 trillion market cap in 2026 with a bull-case upside to $3 trillion by the end of 2026 driven by autonomy, robotics, and AI initiatives moving toward commercialization. The $2 trillion projection implies roughly 33% upside from current levels. 2026 is identified as a pivotal year as autonomous driving and robotics shift from development toward commercialization and artificial intelligence programs begin to take hold. TSLA carries an Outperform rating with a $600 per share price target amid rising expectations around autonomy and robotics commercialization.
Read at TESLARATI
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