Tesla Analyst Predicts Robotaxi Revenue, But Is TSLA Stock Overvalued? 

Goldman Sachs gives Tesla a Neutral rating and a 345 price target, seemingly contradicting their own bullish predictions about Tesla robotaxi revenue. They project a mere 115 million in robotaxi revenue for 2027, despite foreseeing a rapidly expanding fleet. Does this conservative estimate suggest skepticism about FSD’s capabilities or the broader robotaxi market? Or are they underestimating the potential disruption Tesla could bring?

While acknowledging improvements in FSD V13, Goldman Sachs highlights the gap between current performance and Tesla’s goal of exceeding human driver safety. How significant is this gap, and can Tesla realistically bridge it by their stated deadline? If not, what’s the likely impact on robotaxi adoption and revenue projections?

The analyst suggests that FSD licensing to other OEMs could be a major upside. How likely is this scenario? Would established automakers embrace a Tesla-developed system, or are they more likely to pursue their own autonomous driving solutions?

Finally, the potential influence of the incoming Trump administration on robotaxi regulations is mentioned. Could a change in federal policy accelerate or hinder Tesla’s robotaxi ambitions? How might differing state regulations impact a nationwide rollout? Let’s discuss the potential roadblocks and opportunities ahead for Tesla in the robotaxi space.