アナリストらは需要の鈍化と自動運転技術への投資増加を理由に、テスラの車両納車見通しを3年連続で下方修正した。CEOイーロン・マスク氏のロボットタクシーとヒューマノイドロボットへのシフトが、EVメーカーのキャッシュフロー懸念を高めている。短期的な課題にもかかわらず、自動運転とロボティクス分野の長期展望に焦点が当たっている。
テスラは2026年の車両納車見通しの低下に直面しており、潜在的な3年連続の縮小となる。Morgan StanleyやMorningstarのアナリストらは成長期待を下方修正し、1月の8.2％から約3.8％に引き下げた。MorningstarのアナリストSeth Goldstein氏は、今年の納車がほぼ5％減少すると見積もっている。
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Tesla reported a 17% year-over-year decline in European vehicle sales for January 2026, marking the 13th consecutive month of drops, while rival BYD saw a 165% increase. The company faces skepticism over its robotaxi expansion timelines, with prediction markets pricing key milestones as unlikely. Analysts remain divided, with price targets ranging from $25 to $600.
Tesla reported its first annual revenue decline in 2025, with vehicle deliveries falling 8.6% to 1.64 million units. The company announced a shift away from traditional cars toward artificial intelligence, robotics, and autonomous vehicles during its fourth-quarter earnings call. CEO Elon Musk emphasized ambitious goals for humanoid robots and robotaxis, even as Wall Street analysts remain divided on the strategy.
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Tesla is accelerating its transition from electric vehicle manufacturing to robotics and artificial intelligence, amid declining revenues. The company plans to phase out production of its flagship Model S and Model X by mid-2026 to prioritize the Optimus humanoid robot. CEO Elon Musk is redirecting resources toward autonomous systems like robotaxis and Full Self-Driving software.
Tesla shares fell 2.4% in premarket trading to $393.64 on March 3, 2026, amid rising oil prices and geopolitical tensions in the Middle East. The company plans to showcase its third-generation Optimus humanoid robot during the first quarter, with analysts expecting improvements in dexterity and production scalability. This reveal highlights Tesla's focus on robotics as a key growth area, despite significant risks for shareholders.