Uploaded September 2025 | Updated September 2026, 40 minutes ago
Tesla's stock closing above $440 for the first time would be a key technical breakthrough when it converts resistance to support and will then pave the way for all-time highs (around $488). There can be false breakouts. The near-term targets are $450–$500, with potential surges to $600–$700 (equating to a $2T market cap) or even $800–$1,000 by year-end if catalysts align. Optimism stems from raised Q3 shipment estimates (now 470K–520K vehicles), EPS forecasts (70–90¢, above Street's 49¢), and energy storage growth. They extrapolate Tesla's undervaluation by comparing it to Waymo ($45B valuation for ~2K robotaxis) and Figure AI ($39B for unproven scaling), projecting Tesla could hit $9T on robotaxis alone if scaling to 200x Waymo's fleet, plus trillions from Optimus robots.
There is a packed 45-day window: Oct 2 volume press release, Q3 earnings (Oct 22), FSD v14 rollout, unsupervised driving pilots, Model Q or stripped down Y announcement possible and Nov 6 annual meeting.
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Tesla's stock closing above $440 for the first time would be a key technical breakthrough when it converts resistance to support and will then pave the way for all-time highs (around $488). There can be false breakouts. The near-term targets are $450–$500, with potential surges to $600–$700 (equating to a $2T market cap) or even $800–$1,000 by year-end if catalysts align. Optimism stems from raised Q3 shipment estimates (now 470K–520K vehicles), EPS forecasts (70–90¢, above Street's 49¢), and energy storage growth. They extrapolate Tesla's undervaluation by comparing it to Waymo ($45B valuation for ~2K robotaxis) and Figure AI ($39B for unproven scaling), projecting Tesla could hit $9T on robotaxis alone if scaling to 200x Waymo's fleet, plus trillions from Optimus robots.
There is a packed 45-day window: Oct 2 volume press release, Q3 earnings (Oct 22), FSD v14 rollout, unsupervised driving pilots, Model Q or stripped down Y announcement possible and Nov 6 annual meeting.
Follow Brian Wang on NextBigFuture.com
Follow Brian Wang on X.com/@NextBigFuture
Patreon - Next Big Future
This channel brings you the most important science and technology breakthroughs and analysis at least once per week.
