<div id="readability-page-1">Tesla analyst Dan Levy of Barclays realized one big thing about the stock moving into 2026: vehicle deliveries are losing importance. As a new era of Tesla seems to be on the horizon, the concern about vehicle deliveries and annual growth seems to be fading, at least according to many investors. Even CEO Elon Musk has implied at times that the automotive side, as a whole, will only make up a small percentage of Tesla’s total valuation, as Optimus and AI begin to shine with importance. He said in April: “The future of the company is fundamentally based on large-scale autonomous cars and large-scale and large volume, vast numbers of autonomous humanoid robots.” <blockquote> Almost all of Tesla’s value long-term will be from AI &amp; robots, both vehicle &amp; humanoid — Elon Musk (@elonmusk) September 11, 2023</blockquote> Levy wrote in a note to investors that Tesla’s Q4 delivery figures “likely won’t matter for the stock.” Barclays said in the note that it expects deliveries to be “soft” for the quarter. In years past, Tesla analysts, investors, and fans were focused on automotive growth. Cars were truly the biggest thing the stock had to offer: Tesla was a growing automotive company with a lot of prowess in AI and software, but deliveries held the most impact, along with vehicle pricing. These types of things had huge impacts on the stock years ago. In fact, several large swings occurred because of Tesla either beating or missing delivery estimates: <ul> <li>January 3, 2022: +13.53%, record deliveries at the time</li> <li>January 3, 2023: -12.24%, missed deliveries</li> <li>July 2, 2024: +10.20%, beat delivery expectations</li> <li>October 3, 2022: -8.61%, sharp miss due to Shanghai factory shutdown</li> <li>July 2, 2020: +7.95%, topped low COVID-era expectations with sizeable beat on deliveries</li> </ul> It has become more apparent over the past few quarters that delivery estimates have significantly less focus from investors, who are instead looking for progress in AI, Optimus, Cybercab, and other projects. These things are the future of the company, and although Tesla will always sell cars, the stock is more impacted by the software the vehicle is running, and not necessarily the vehicle itself. The post Tesla analyst realizes one big thing about the stock: deliveries are losing importance appeared first on TESLARATI.</div>

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Tesla analyst Dan Levy from Barclays notes that vehicle deliveries are losing importance for Tesla's stock, with future focus shifting to AI and autonomous technology. CEO Elon Musk suggests that AI and robots will drive Tesla's long-term value. Investors are now more interested in Tesla's advancements in AI and projects like Optimus, rather than delivery figures.

- Tesla analyst Dan Levy of Barclays notes that vehicle deliveries are becoming less significant for the stock as the company shifts focus towards AI and robotics.  
- CEO Elon Musk has indicated that the automotive segment will represent a smaller portion of Tesla's overall valuation, emphasizing the importance of autonomous vehicles and humanoid robots.  
- Investors are increasingly prioritizing advancements in AI and related projects over traditional delivery figures, which have historically influenced stock performance.

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Tesla analyst realizes one big thing about the stock: deliveries are losing importance