Elon Musk said Tesla's FSD subscription could soon cost more than $100. He said the subscription price, currently $99, will rise as the FSD's capabilities improve.
For years, the promise of self-driving cars has fueled Tesla's NASDAQ: TSLA massive stock valuation. That promise has transitioned from a theoretical concept to a physical reality on public roads.
Elon Musk said Tesla's Optimus humanoid robots could be available for public purchase by the end of 2027, saying the robots should be reliable, safe and capable of a range of functions.
The future of robotics, Elon Musk is here to tell you, is on its way.
Tesla, Inc. is rated Hold, with a short-term bullish bias due to low analyst expectations and potential for a Q4 2025 earnings beat. TSLA stock's valuation is heavily reliant on future growth from Robotaxi and Optimus, which remain speculative and unproven at scale. The energy segment is now TSLA's fastest-growing business, masking weakness in the legacy auto segment, which faces cyclical headwinds.
Tesla will be selling humanoid robots to the public by the end of 2027, CEO Elon Musk said Thursday (Jan. 22).
Tesla, Inc. remains a Strong Sell as its valuation is disconnected from deteriorating fundamentals and persistent negative catalysts. TSLA faces intensifying global EV competition, especially from Chinese and Korean manufacturers, eroding its revenue growth outlook. Rising copper and lithium prices threaten to further compress TSLA's margins and pressure EPS, compounding competitive and macro headwinds.
Tesla says some of its cars are now driving passengers without a human monitor in the front seat. CEO Elon Musk has been pushing to launch more self-driving cars in other US cities.
Tesla has started removing safety drivers from some robotaxi rides. CEO Elon Musk expects the company's robotaxi network to be “very, very widespread” in the U.S by the end of 2026.
Elon Musk's fortune soared Thursday, rising above $785 billion to a new record high as Tesla's stock rose after Musk said the company's robotaxi fleet would be “widespread” by year's end.
Tesla is offering passengers robotaxi rides in Austin without a human safety driver in the front seat.
While weak EV sales are expected to dent TSLA's Q4 results, its booming energy storage business should be a bright spot.