Tesla's Robotics and Autonomy Drive Stock Rating Boost

Canaccord Genuity analyst George Gianarikas has raised his price target for Tesla stock from $482 to $551, maintaining a Buy rating, due to the company's improving long-term outlook driven by advancements in robotics and autonomy.

The analyst noted that while 4Q25 delivery estimates have been lowered, factors such as the accelerating adoption of electric vehicles in emerging markets and progress in Full Self-Driving, or FSD, as well as the anticipated rollout of a Robotaxi fleet in 2026, represent significant upside potential.

Furthermore, Gianarikas highlighted that the upcoming year 2026 is expected to be busy for Tesla, with plans to start production of the autonomous two-seat Cybercab, unveil the next-generation Roadster, and ramp up FSD rollout in various regions worldwide, including Europe, alongside launching more Robotaxi networks across the United States.