Tesla continues to rally as analysts see a robotaxi profit windfall down the road

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wildpixel Investors have bid up shares of Tesla (NASDAQ:TSLA) over the last few weeks on growing confidence that the autonomous vehicle upstart is set up for success, with news that Trump's transition...

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Currently, the DOT's National Highway Traffic Safety Administration does not have a regulatory framework that mandates pre-market approval for driver-assistance systems like Tesla's full self-driving programs. The path for unsupervised FSD approval is generally seen as being easier to navigate, although there are no guarantees of final approval. Deepwater Asset Management's Gene Munster said Tesla (TSLA) holds a unique position in the robotaxi industry, as it can pursue autonomy through a combination of two business models, asset light or asset heavy. Munster believes Tesla's (TSLA) operating profit could be significantly boosted by the end of the decade, with a wide range of potential outcomes leading to anywhere from a 10% to a 155% increase, depending on which model they pursue. Munster thinks autonomy under the asset-light model, which would be similar to how Lyft (LYFT) and Uber Technologies (UBER) don't own vehicles, will account for 40% of Tesla's operating income as it captures as much as 30% of the ride-share market by 2030. The asset-heavy model, similar to Waymo's (GOOG) setup of owning an autonomous fleet, is seen adding 62% to operating income if Tesla can capture 30% market share (with a 25% discounted to ride cost and a 15% take-rate). Tesla (TSLA) continued its post-election rally last week, with a 4% gain. The market cap on Tesla (TSLA) is at $1.11 trillion, which ranks it as the 8th highest of U.S.-traded stocks and within striking distance of Meta Platforms (META) and its $1.41 trillion market cap.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2485200461"}