<div id="readability-page-1"><div><div>Over the weekend, Wedbush Securities analyst Dan Ives said Tesla Inc. TSLA is on the verge of its most significant phase yet, arguing that the company's artificial intelligence and robotaxi ambitions could unlock at least $1 trillion in value.<h2>AI Revolution And Robotaxi Potential</h2>&#34;We believe Tesla and Musk are heading into a very important chapter of their growth story as the AI revolution takes hold and the robotaxi opportunity is now a reality on the doorstep,&#34; Ives wrote on X, formerly Twitter. &#34;We estimate the AI and autonomous opportunity is worth at least $1 trillion alone for Tesla.&#34;Ives' remarks followed a Wall Street Journal report that Stephen Hawk, a 56-year-old Tesla investor from Florida, had filed a shareholder proposal urging Tesla's board to approve an investment in xAI.Following the report, SkyBridge Capital founder Anthony Scaramucci also said that a Tesla–xAI merger &#34;feels inevitable.&#34; <h2>Delivery Momentum Fuels Near-Term Gains</h2>Earlier this month, Gary Black, managing partner at The Future Fund LLC, said Tesla's stock surge in the past few days stems from expectations that the company will exceed Wall Street's third-quarter delivery forecasts.&#34;Let's not kid ourselves,&#34; Black wrote on X. &#34;$TSLA has been strong the past few days NOT because of progress on robotaxi but because every hedge fund has come to the realization that $TSLA will crush 3Q delivery estimates in two weeks.&#34;Black estimates Tesla will deliver 470,000 vehicles in the quarter, well above Wall Street's consensus of 432,000, aided by buyers rushing to take advantage of the expiring $7,500 EV tax credit on Sept. 30.<h2>What Are The Mixed Global Signals</h2>Tesla's performance remains uneven across markets. In China, sales fell 10% in August, marking the sixth monthly decline in 2025. Still, early September saw a rebound, with registrations hitting 14,300, a 41% jump from the previous quarter's weekly average.In the U.S., rising vehicle prices have weighed on Tesla's market share even as overall EV sales climb.<h2>Skepticism On Autonomy And Leadership</h2>Not all observers are convinced Tesla can deliver on Ives' trillion-dollar thesis.Ross Gerber, co-founder of Gerber Kawasaki, earlier questioned Tesla's approach to autonomy, saying Musk has ignored hardware issues critical to self-driving safety.An ex-employee also criticized Musk's leadership as &#34;seriously compromised,&#34; alleging it had damaged Tesla's mission.<h2>Tesla Stock Lags Behind S&amp;P 500 And Nasdaq 100</h2>In July, Tesla reported second-quarter revenue of $22.5 billion, down 12% year-over-year and short of analyst estimates.At the time, the company reiterated plans to launch a more affordable model later in 2025 while preparing the Tesla Semi and Cybercab for volume production in 2026.On the analyst front, Tesla carries a consensus price target of $311.81 based on 29 ratings. The three latest updates include Wedbush, RBC Capital and China Renaissance, with their average target of $391.33 suggesting a slight 1.07% downside.Price Action: So far in 2025, Tesla's stock is down about 2%, underperforming the S&amp;P 500's 11.95% gain and the Nasdaq 100's 14.66% increase, according to Benzinga Pro.Benzinga's Edge Stock Rankings indicate that TSLA continues to show strength across short, medium and long-term horizons, with additional insights available for investors.<ul> <li>Why Google's Demis Hassabis Disagrees With Co-Founder Sergey Brin On When AGI Will Arrive: ‘I Have Quite A High Bar'</li> </ul>Photo Courtesy: Josiah True on Shutterstock.com</div></div></div>

TSLA

TSDD

TSLL

TSLQ

09366

07766

07366

TSLR

Dan Ives of Wedbush Securities claims Tesla's AI and robotaxi ventures could unlock over $1 trillion in value, marking a pivotal growth phase for the company. Despite mixed global sales signals, analysts expect Tesla to exceed third-quarter delivery forecasts, with estimates of 470,000 vehicles delivered. However, skepticism remains regarding Tesla's autonomy capabilities and leadership. Tesla's stock has underperformed compared to the S&P 500 and Nasdaq 100, with a consensus price target of $311.81, indicating a slight downside.

- Wedbush Securities analyst Dan Ives stated that Tesla Inc. is entering a crucial phase, with its AI and robotaxi ambitions potentially unlocking over $1 trillion in value.  
- Despite a recent stock surge driven by expectations of exceeding delivery forecasts, Tesla's performance remains mixed globally, with sales declining in China and rising vehicle prices affecting market share in the U.S.  
- Skepticism exists regarding Tesla's ability to achieve its ambitious goals, with concerns about autonomy and leadership raised by industry observers.

Benzinga

Tesla

GraniteShares 2x Short TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

AXS TSLA Bear Daily ETF

XI2CSOPTSLA-U

XL2CSOPTSLA

XI2CSOPTSLA

GraniteShares 2x Long TSLA Daily ETF

Dan Ives Says Tesla's AI And Robotaxi Business Worth At Least $1 Trillion, Company And Musk Headed For 'Important Chapter' In Growth Story