TSLA Robotaxi Rollout Gains Momentum<\/p>\n
On Monday, Morgan Stanley reiterated an \u2018Equalweight\u2019 rating and $415 price target on Tesla, implying a 1% downside from current levels. \u201cTesla launched robotaxi in Miami over the weekend,\u201d Morgan Stanley said, noting that the Friday launch included unsupervised vehicles.<\/p>\n
The brokerage noted that Miami had already been listed as a market where \u201cpreparations\u201d were underway, alongside Phoenix, Orlando, Tampa and Las Vegas. \u201cWe expect Tesla to launch in all of these metro areas by year-end,\u201d Morgan Stanley said.<\/p>\n
Morgan Stanley expects Tesla\u2019s supervised and unsupervised robotaxi fleet to reach 1,500 vehicles by year-end and 30,000 by 2030. The firm said robotaxis are unlikely to materially affect earnings this year, but rollout speed could matter more for sentiment.<\/p>\n
\u201cWhile the absolute number of robotaxis is likely immaterial to earnings this year, the rate of change in the rollout provides more clarity for investors who may be skeptical about Tesla\u2019s autonomous technology at scale,\u201d the brokerage added. Morgan Stanley said the update could be \u201cwell received\u201d after signs of slower rollout momentum, though it cautioned that third-party fleet-tracker data is not validated by Tesla. The brokerage also noted sightings of presumed robotaxi test vehicles in New Orleans, though Tesla has not confirmed them.<\/p>\n
Tesla Bulls Eye July 22 Earnings\u00a0<\/p>\n
The robotaxi update followed Tesla\u2019s stronger-than-expected Q2 delivery report. Tesla reported 480,126 global vehicle deliveries in Q2, up 25% from a year earlier. Energy deployments also rose 41%, extending momentum in a business that has become increasingly important as investors watch margins and auto demand. Gary Black of The Future Fund expects TSLA shares to rebound this week as analysts lift estimates after the beat. Still, he said Tesla remains \u201cfully priced,\u201d citing a 2026 P\/E above 200x and a 6x PEG ratio.<\/p>\n
Additionally, Morningstar raised its Tesla fair value estimate to $450 from $425 after the delivery report, while keeping the stock in \u20183-star territory.\u2019 Tesla reports full second-quarter results on July 22. Investors will watch for updates on margins, robotaxi expansion, FSD, Cybercab, Semi production and the broader AI roadmap.<\/p>\n
How Do Retail Traders Feel About TSLA?<\/p>\n
On Stocktwits, retail sentiment for TSLA was \u2018bullish\u2019 amid a 742% jump in 24-hour message volumes.<\/p>\n
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TSLA sentiment and message volume as of July 6| Source: Stocktwits<\/p>\n
One user\u00a0said<\/a>, \u201cThe market looked beyond vehicle deliveries over a decade ago lol, if that still mattered this is a $5-10 stock. The extra Trillion+ market cap is coming from the robotaxi business that is just ramping up. You priced this in ten years ago. Now Tesla has to deliver on a TAM that doesn’t exist, and take 100% market share of that TAM\u201d<\/p>\n Another user\u00a0said<\/a>, \u201cEveryone is buying teslas wow. FSD, Oil prices resulting in massive deliveries. Apparently US aging population wants FSD due to anxiety and panic attacks while driving on roads with crazy drivers. Helps reduce stress. FSD is being subscribed at record pace. Massive growth ahead with Robots as well!! Love it. Nice dip buying\u201d<\/p>\n So far this year, Tesla’s stock has lagged its “Magnificent Seven” peers, making it the group’s third-worst performer, down about 7%.\u00a0<\/p>\n For updates and corrections, email newsroom[at]stocktwits[dot]com.<\/p>\n Read Next:\u00a0ASTS Stock Slips Overnight Despite BlueBird 11 Heading To Cape Canaveral For Next Month\u2019s Launch\u00a0<\/a><\/p>\n
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