Investment
Features
FeesSafety
Academy
More
Pluang+

Tesla's valuation undervalues growth from FSD, Robotaxi, and Optimus, driven by its automotive business.

Analyst Insights
08 Sep 2026
Seeking Alpha
View Source
Bullish
Tesla's valuation undervalues growth from FSD, Robotaxi, and Optimus, driven by its automotive business.

Tesla is rated a strong buy because its current market value does not fully reflect the potential growth from its Full Self-Driving (FSD) software, Robotaxi service, and Optimus humanoid robots. The automotive segment remains Tesla's main revenue source and funds the development of these innovative technologies. FSD and Robotaxi could significantly increase Tesla's total addressable market and recurring revenue through cost reductions and third-party licensing. Meanwhile, Optimus robots present a major growth opportunity, leveraging Tesla's AI and manufacturing strengths, though this upside is not yet fully recognized by the market.

More News (TSLA)

Tesla posts record deliveries and revenue but misses earnings, sparking Wall Street debate on its future.

Tesla posts record deliveries and revenue but misses earnings, sparking Wall Street debate on its future.

Tesla reported record vehicle deliveries and 25% revenue growth in Q2 2026 but missed earnings estimates by nearly 40% and burned over $1 billion in free cash flow due to heavy investment in AI and robotics. The company is pivoting from an automaker ...

Market News
Neutral
1 day ago
Tesla and SpaceX race for AI dominance with contrasting strategies and cash flows.

Tesla and SpaceX race for AI dominance with contrasting strategies and cash flows.

Elon Musk's Tesla and SpaceX are both pursuing leadership in AI but with very different approaches. Tesla focuses on AI-powered robotics and autonomous vehicles, investing heavily in chip production and Robotaxi expansion, though it currently faces n...

Market News
Neutral
1 day ago
Tesla struggles financially despite pitching itself as an AI company, stock down 21% YTD.

Tesla struggles financially despite pitching itself as an AI company, stock down 21% YTD.

Tesla is promoting itself as an AI company with projects like Robotaxi and Optimus robots, but its financials tell a different story. The company reported a 56.88% drop in operating income and negative free cash flow due to soaring capital expenditur...

Market News
Bearish
1 day ago
Tesla often gains 4.5% in week 37, despite recent selloff after Cybercab event.

Tesla often gains 4.5% in week 37, despite recent selloff after Cybercab event.

Tesla historically posts strong gains in calendar week 37, averaging a 4.5% rise over 15 years, outperforming major tech peers. This comes after a recent 6% drop following its Cybercab robotaxi event, which faced negative investor reaction and a safe...

Market News
Neutral
3 days ago
Tesla shares drop 6% after Cybercab update disappoints and safety audit begins

Tesla shares drop 6% after Cybercab update disappoints and safety audit begins

Tesla's stock fell 6% following a Cybercab update event that failed to excite investors. The Cybercab, a driverless robotaxi in production since April, was showcased in a private event without CEO Elon Musk. The National Highway Traffic Safety Admini...

Market News
Bearish
4 days ago
banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App