Wedbush Securities believes Tesla will accelerate the rollout of its robotaxi services across the United States, and more importantly, that mass production of the Cybercab is expected to begin between April and May. In short, Tesla is taking major steps to advance its AI revolution, with autonomous driving and robotics set to become the core focus of its future development. This will be a true game-changer and will help define Tesla’s long-term trajectory.

For Tesla, the opportunity in AI and autonomous driving alone is estimated to be worth at least USD 1 trillion. Over the next three to six months, key initiatives in these areas are expected to speed up, while the federal regulatory hurdles Tesla has faced in recent years around FSD and automation are likely to be resolved.

Tesla’s market capitalization is projected to surpass USD 2 trillion within the next year, and in an optimistic market scenario, could reach USD 3 trillion by the end of 2026.

By then, as the company fully scales up its roadmap for autonomous driving and robotics, Tesla is expected to command roughly 70% of the global autonomous driving market. No other company in the world can match Tesla’s scale, influence, and rapidly expanding AI footprint.

Tesla’s push into autonomous driving and robotics will be a fundamental game-changer and a defining force for the company’s future, making AI the central pillar of its strategy for the coming year.

Market Commentary:

Elon Musk is leading Tesla into its next phase of growth. Analysts expect the robotaxi business to expand to more than 30 U.S. cities by 2026. Rising adoption of Full Self-Driving (FSD), with penetration potentially exceeding 50%, is set to materially reshape Tesla’s financial model and profit margins.