---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000945487.md"
description: "ARKK UPDATES THEIR 2031 $Tesla(TSLA.US) TESLA VALUATION MODEL, SEES BASE CASE OF $4400/SHARE, A 12X FROM TODAY’S PRICES - Robotaxis are expected to drive 80% of Tesla’s enterprise value by 2031, making autonomous transportation the overwhelming driver of ARK’s valuation. ARK projects 8.1 million robotaxis generating $753 billion in annual ride-hailing revenue, supported by operating costs potentially 40% below Waymo’s and a massive expansion of the ride-hailing market through lower prices.- Optimus humanoid robots are emerging as Tesla’s second major growth engine, with ARK forecasting approximately 1 million externally sold robots and $212 billion in annual revenue by 2031. ARK estimates a $26 trillion addressable market for humanoid robotics and expects Tesla to invest approximately $225 billion cumulatively in AI infrastructure by 2031 to support its ambitions.In the base case, Tesla would be worth $18T within the next 4 years.Source: amit"
datetime: "2026-10-20T01:25:50.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000945487.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000945487.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000945487.md)
author: "[amit](https://longbridge.com/en/profiles/24261296.md)"
generator: "portal-rs"
---

# ARKK UPDATES THEIR 2031 $Tesla(TSLA.US) TESLA VALU…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**