Tesla’s $400 Billion Robot Ambition Fuels Stock Rally
Tesla shares climbed 1.7% to $454.48 on Thursday, extending Wednesday's 4.1% surge as Wall Street bets on the company's humanoid robotics venture. Analysts project the Optimus robot could generate $400 billion in sales by 2050, with share price valuations ranging from $111 to $640.
Elon Musk targets external customer sales by 2026, envisioning one million units sold by 2035. While no firm pricing exists, estimates suggest a $20,000 unit cost with 50% gross margins. The rally coincides with Tesla's European strategy shift—launching a €37,970 Model 3 Standard in Germany to counter cheaper EV competition.
Barclays analyst Dan Levy cited potential WHITE House support for robotics as a catalyst, noting growing geopolitical competition with China in automation. This marks Tesla's 13th close above $450 since November.
