Analyst Outlook
Analysts bullish on Tesla's 2026 growth following roadmap unveil
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Building on Tesla's recently detailed 2026 roadmap—including CyberCab robotaxi, Optimus Gen 3 humanoid robot, Tesla Semi scale-up, and Megapack 3 energy storage—Wall Street analysts from Canaccord Genuity and William Blair forecast a pivotal year ahead. The end of U.S. EV subsidies has caused a temporary demand slowdown, viewed as a healthy market transition. Tesla's vertical integration in vehicles, robotics, and energy strengthens its competitive edge.
Building on recent U.S. and European sales slumps and insider activity (see prior coverage), UBS Group on January 5, 2026, reaffirmed its 'sell' rating on Tesla (TSLA) with a $247 price target—implying 45% downside from $451.43. Analyst Joseph Spak cited missed Q4 deliveries (418,000 vs. 423,000 expected), BYD overtaking as top EV producer, and growth bets like robotaxi/Optimus already baked into the lofty valuation.