Part 9/12:
The implications for Tesla’s stock are profound. If Tesla executes on this scaled deployment, the company could see its share price vastly exceed current levels. The speaker in the transcript predicts that, based on the scaling of Cyber Cap production and deployment, Tesla’s stock could reach $1,000 to $2,000 by the end of 2026, representing a massive upside from the current ~$500 valuation.
This potential is driven by the fact that massive unit sales of robo-taxis and their utilization would generate substantial recurring revenue and free cash flow. Tesla's stock valuation, which often undervalues autonomous vehicle potential, could see exponential growth as the market recognizes the opportunity of a fully scaled autonomous fleet.