Part 6/11:
Market and Financial Projections: How These Technologies Could Drive Stock Growth
The analysis models Tesla’s financial future considering the deployment of robo taxis and Optimus robots. The key metrics include fleet sizes, sales volumes, and associated cash flows, which feed into projections of Tesla’s revenue and free cash flow.
By 2026, it is estimated that Tesla could deploy around 40,000 robo taxis, with fleet numbers increasing rapidly over subsequent years. The model suggests that by 2027, Tesla might have around 240,000 robo taxis and 126,000 Optimus units in service. These numbers would generate billions in revenue and significantly boost free cash flow—projected to reach around $11 billion by 2027.