Wedbush: The golden age of Tesla, Inc. (TSLA.US) has arrived. Conservative estimate suggests breaking $550.

Wedbush Securities has raised its price target for global electric car leader Tesla, Inc. (TSLA.US) from $515 to $550. The Wedbush analyst team believes that the golden age of Robotaxi and Optimus humanoid Siasun Robot & Automation, built on AI supercomputing systems and fully autonomous driving (FSD), has arrived. As of the close of the US stock market on Tuesday, Tesla, Inc.'s stock price was at $424.070. With the Trump administration's progress in reviewing and approving future autonomous driving and FSD based on fully unmanned control potentially advancing much earlier than during the Biden administration, the team led by Wedbush senior analyst Dan Ives has increasing confidence in the "narrative logic" of demand delivery for 2025 and beyond. The $550 target is Wedbush's basic bullish target for Tesla, Inc., indicating that in the organization's view, Tesla, Inc. has a high probability of significantly rising above $550 in the next 12 months. Wedbush's "bull market target price" for Tesla, Inc., or the most optimistic expected price, has been raised to $650. In the latest research report, analyst Dan Ives stated that the latest news from Washington suggests that the Trump administration will have a disruptive impact on all of Tesla, Inc.'s business in autonomous driving and artificial intelligence (AI) in the next four years. "We estimate that AI and autonomous driving alone could bring Tesla, Inc. at least a historic $1 trillion business opportunity, not to mention the larger scale of Tesla, Inc.'s Robotaxi network and Optimus humanoid Siasun Robot & Automation in the future. We fully expect that, under Trump's leadership, Tesla, Inc.'s key regulatory processes will be expedited. In the new Trump era, Musk's struggle with the federal government's regulatory web in autonomous driving technology/FSD over the past few years is likely to be greatly simplified." Ives and his team believe that with Tesla, Inc.'s FSD roadmap taking shape, combined with Tesla, Inc.'s delivery volumes and strong global demand for electric vehicles, Tesla, Inc.'s market capitalization is expected to reach $2 trillion by the end of 2025. Additionally, they emphasize that the $650 "bull market price target" conservatively assumes that Optimus Siasun Robot & Automation does not add value, while Musk sees Optimus Siasun Robot & Automation as the "core catalyst" for Tesla, Inc.'s market value expanding story. Regarding the AI humanoid Siasun Robot & Automation, the world's richest person and Tesla, Inc. CEO Musk firmly believes that the launch of the Optimus Siasun Robot & Automation will be the core DRIVE driving Tesla, Inc.'s market value growth - he has predicted that the humanoid Siasun Robot & Automation will be the core catalyst for Tesla, Inc.'s market value soaring to $25 trillion, and boldly states that mass production is expected to be achieved by 2026. At the CES conference in early 2025, NVIDIA Corporation leader Huang Renxun repeatedly emphasized in his speech that "the next frontier of artificial intelligence is physical AI" and predicted the imminent arrival of the ChatGPT moment for the universal humanoid Siasun Robot & Automation, and before that, he had mentioned multiple times that one of the largest-scale terminal applications of epoch-making technology generated by AI would be AI humanoid Siasun Robot & Automation. From a broader perspective, in the coming years, the Trump administration will shift its focus from carbon emissions standards and tax breaks to electric vehicle (EV) subsidies, but with a strong emphasis on electric vehicle AI innovation, including autonomous driving technology. Ives and his team believe that this is seen as highly favorable revenue driving factors for Tesla, Inc. and other key participants in autonomous driving like Alphabet Inc.'s Waymo. Before Wedbush Securities, known for its "Tesla, Inc. die-hard fans," released this bullish research report on Tesla, Inc.'s stock price, Morgan Stanley had an even more optimistic outlook, with a price target of up to $800 for Tesla, Inc., primarily based on Optimus humanoid Siasun Robot & Automation rather than electric vehicles. As AI agents gradually enter the physical world, investor focus on Tesla, Inc. has shifted from traditional car business to more forward-looking embodied AI areas. At a recent quarterly bull bear lunch hosted by Morgan Stanley, institutional investors showed little interest in Tesla, Inc.'s core automotive business, instead showing a strong interest in the future iteration path of fully autonomous driving (FSD), milestones in Cybercab/Robotaxi, and the performance of Optimus humanoid Siasun Robot & Automation. Especially, Optimus.Siasun Robot & Automation, although not currently reflected in Morgan Stanley's Tesla, Inc. SOTP valuation, has attracted a high level of attention from many investors, who believe it could be one of Tesla, Inc.'s most valuable businesses in the future.Morgan Stanley has set a target price of $800 for Tesla, Inc. in a bullish scenario. However, in a bearish scenario, Morgan Stanley's target price for Tesla, Inc. is $200, reflecting potential headwinds such as stricter FSD regulations by the federal government, slower progress in research and development of humanoid Siasun Robot & Automation, and sluggish market expansion. The benchmark target stock price for Tesla, Inc. has been raised by Morgan Stanley from the previous $400 to $430.