I agree, these estimates seem overly conservative. Tesla's potential with FSD and Optimus could push it well beyond $600 by 2026 if they execute. Macro conditions are a factor, but the upside feels much higher than this range suggests
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My guess is that Tesla exceeds $1000 before the end of 2025.
There is so much in the works that a few things emerging would catapult the stock. Robotaxi is a major one to watch, so is Optimus. Those two alone could propel the market to push TSLA to over $1K in 2026.
I’m with you on Tesla potentially hitting $1000 by 2025. Robotaxi and Optimus are game-changers if they deliver. Even one major breakthrough could send the stock soaring past these conservative estimates
Any idea when Optimus 3 will be released?
Not entirely sure on the exact release date for Optimus Gen 3, but recent updates suggest Tesla is targeting factory tasks by late 2025, with larger production possibly in 2026. If they hit that timeline, it could be a massive catalyst for the stock
That is my understanding.
When do you think that Tesla will hit 1 million Optimus manufactured in one years? What is your estimate?
I’d estimate Tesla could hit 1 million Optimus units manufactured in a year by 2028-2030, assuming production ramps up significantly after 2026. It hinges on Gen 3 success and factory scaling, but it’s ambitious even with their pace