Wolfe Research

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Illustration of Tesla robotaxis in a futuristic city with a holographic $250 billion revenue projection for 2035.
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Analyst forecasts Tesla robotaxi revenue at $250 billion by 2035

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Wolfe Research analyst Emmanuel Rosner has issued an optimistic note on Tesla's robotaxi business, projecting annual revenue of $250 billion by 2035 under certain assumptions. While highlighting long-term potential, Rosner cautions about near-term costs and high valuation risks for investors. The report also touches on upside from Tesla's Optimus humanoid robot and Full Self-Driving licensing.

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