"Stifel expects Tesla's robotaxi fleet to expand into 8-10 major metropolitan areas by the end of 2025, including Austin, where early deployments without safety drivers are targeted before year-end. Additional markets under evaluation include Nevada, Florida, and Arizona, as noted in an Investing.com report. The firm also highlighted strong early performance for FSD Version 14, with upcoming releases adding new "reasoning capabilities" designed to improve complex decision-making using full 360-degree vision."
"Tesla has also taken steps to offset the loss of U.S. EV tax credits by launching the Model Y Standard and Model 3 Standard at $39,990 and $36,990, Stifel noted. Both vehicles deliver more than 300 miles of range and are positioned to sustain demand despite shifting incentives. Stifel raised its EBITDA forecasts to $14.9 billion for 2025 and $19.5 billion for 2026, assigning partial valuation weightings to Tesla's FSD, robotaxi, and Optimus initiatives."
"TD Cowen reiterated its Buy rating with a $509 price target after a research tour of Giga Texas, citing production scale and operational execution as key strengths. The firm posted its optimistic price target following a recent Mobility Bus tour in Austin. The tour included a visit to Giga Texas, which offered fresh insights into the company's operations and prospects."
Stifel raised Tesla's price target to $508 and reaffirmed a Buy rating, citing progress in the robotaxi roadmap, FSD enhancements, and long-term growth initiatives. Stifel expects a robotaxi fleet expansion into 8-10 major metropolitan areas by end of 2025, with early driverless deployments targeted in Austin and markets under evaluation including Nevada, Florida, and Arizona. FSD Version 14 showed strong early performance and upcoming releases will add reasoning capabilities using full 360-degree vision. Tesla launched Model Y Standard and Model 3 Standard at $39,990 and $36,990 with over 300 miles range. Stifel raised EBITDA forecasts to $14.9B (2025) and $19.5B (2026). TD Cowen reiterated a Buy with a $509 target after a Giga Texas tour.
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