Tesla Toward $400! Any Other Stocks Could Benefit from Robotaxi Boom?
Tesla officially launches Robotaxi! The initial fleet includes 10 vehicles, operating from 6 a.m. to midnight within a designated geofenced area. Each vehicle is equipped with both a safety driver and a remote operator, with a flat fare of $4.20.
Earlier this month, Elon Musk said Tesla plans to deploy 1,000 robotaxis within a few months and expand the service to cities like San Francisco and Los Angeles.
Tesla Stock Breaks Out! Is $400 the Next Stop?
Tesla currently breaks $350. The next target is $380 and then $400.
One investor posted on X:
“A promise from Tesla’s Technoking, Elon Musk, to Tesla investors: ‘I will never let you down, no matter what it takes.’”
capturing the expectations of Musk and Tesla’s loyal fanbase.
Tesla's current market valuation already reflects expectations for the Robotaxi business. If the service successfully scales, it could dramatically expand Tesla’s revenue streams, including ride fares, autonomous software subscriptions, and fleet management fees. These new income sources would justify higher price-to-sales and price-to-earnings multiples, supporting further valuation growth.
According to Ark Invest, 88% of Tesla’s enterprise value in 2029 could come from its Robotaxi business, with traditional EV sales contributing just 9%.
Who Else Stands to Gain from the Rise of Robotaxis?
In China, autonomous driving firms like $WeRide Inc.(WRD)$ , $Pony AI Inc(PONY)$ , and $Baidu(BIDU)$ Apollo are rapidly gaining global competitiveness through technical prowess and regulatory support.
Robotaxis typically rely on multi-sensor fusion systems, including cameras, millimeter-wave radar, ultrasonic sensors, and LiDAR. Chinese LiDAR manufacturers such as $Hesai Group(HSAI)$ , $ROBOSENSE(02498)$, and Huawei now hold around 88% of the global automotive LiDAR market share.
Chipmakers are also poised to benefit directly from the growth in Robotaxi deployments. Many automakers and AV companies are adopting NVIDIA’s Drive platform as the “brain” of autonomous vehicles, with $Mobileye Global Inc.(MBLY)$ and $Qualcomm(QCOM)$ offering competing solutions.
Industry forecasts suggest $NVIDIA(NVDA)$ automotive revenue could exceed $5 billion by fiscal year 2026.
Does Tesla’s robotaxi launch mark the start of a new era?
Are you more bullish on Tesla or other beneficiary stocks?
Which companies might catch up next?
$Tesla Motors(TSLA)$ or $Tesla Motors(TSLA)$: will you use leveraged ETFs to amplify gains?
What’s your price target for Tesla?
REWARDS
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I definitely will not buy Tesla and not leveraged ETFs. I would put $350 as my price target and ceiling of $400 unless the subsequent earnings are spectacular or Elon has greater plans to propel Tesla further.
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I’m personally more bullish on $Tesla Motors(TSLA)$ over other players, simply because of its vertical integration—from hardware and AI chips to full-stack autonomy. That said, I’m also keeping a close eye on companies like Nvidia and Mobileye, which will benefit from broader AV adoption. I wouldn’t be surprised if China’s LiDAR leaders get more attention soon too.
For now, I’m holding my Tesla and my price target is around $420 if momentum continues, especially heading into Q3 earnings. Robotaxi is more than a hype cycle—it could be Tesla’s next big growth engine.
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Personally, I prefer Tesla. After all, it is not only a hardware manufacturer, but also an integrator of the entire autonomous driving ecosystem. From chips (Dojo), AI models, fleet operations, to FSD software update frequency, Tesla's closed-loop advantages are difficult to replicate. But having said that, in this "first year of Robotaxi", Tesla may not be the only one who can eat all the dividends.
If I want to look at "beneficiary stocks", I will pay attention to two directions: one is L4-level software and hardware solution providers, such as Mobileye and Ambarella, players who prefer the chip + perception fusion route; The other is that automotive aftermarket services or map positioning companies, such as Aptiv, Luminar, and even HERE or TomTom in the field of graphics, may be revalued.
Of course, don't forget that once the "car maintenance and car use" model is changed, the insurance industry, fleet operation platforms, and urban infrastructure solution providers will be jointly affected. So I think this wave is a bigger structural change than electric vehicles. And this time, perhaps not only Tesla, but also the entire "driverless ecological chain" will usher in valuation reshaping.
Despite this, analysts remain bullish with price targets between USD 400 and USD 500, hinging on a smooth rollout and broader market conditions.
TSLL $Direxion Daily TSLA Bull 2X Shares(TSLL)$ the leveraged ETF tied to Tesla could benefit even more if the rally continues.
Tesla faces stiff competition from autonomous leaders like Waymo, Baidu and Pony.ai, all of which have more mature and safer deployments. Nonetheless Tesla's integrated AI and hardware strategy keep it in the race.
Reaching USD 400 in June is possible but uncertain. The upside is real but so is the risk.
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