Tech bull Dan Ives predicts Tesla’s robotaxi launch will catapult the company to a $2 trillion market cap, almost double its current value

While Tesla is preparing to launch the early stages of its robotics display in Austin this weekend, the auto company will achieve its long ambitions to enter the passenger business.

Evis, which is often securized in Wedbush stiffness in the technology sector, welcomed the launch of Robotaxi. He wrote in a analytical memo issued on Friday: “We consider this independent chapter one of the most important things in Musk and Tesla in its history as a company.”

The idea that the technology of TESLA self -driving will enable it to obtain a fleet of robotics is essential in the company’s investment thesis. The CEO, Elon Musk, explained his vision of millions of self -driving Teslas about paying customers as the next stage of the company’s future. Musk said that the company’s goal is to allow Tesla owners to make their cars part of the Robotaxi fleet when they do not use their cars.

“So, like Airbnb, where you can add or launch your home or guest room,” Musk said in January.

Evz said the best scenario for a roboty situation could basically double the market cover in Tesla by the end of 2026. He expected the maximum of the Tesla market to $ 2 trillion until next year. Tesla has achieved a bad year in 2025 until now, as it decreased by 15.9 % so far. The company also mentioned the results of disappointing sales earlier this year. Tesla shareholders found themselves forced to confront the forces outside their control, such as the tense relationship between the United States and China, its largest market, and the participation of musk in politics and Trump administration, which attracted the great scrutiny.

Tesla did not respond to a request for comment.

After the test in Austin, which will start in a geographical location with about 25 cars, future expansions will be easier through a favorable organizational environment.

“We expect completely under the White House Trump that these major initiatives will now get a rapid tracking such as the Federal Organizational Spider, which was faced by Musk & Co. over the past few years about greatly independent clarification operations,” Evez said.

However, the excitement of the most optimistic investors in Tesla has delayed others. Earlier this month, the investment company Bird reduced the shares of Tesla from “buying” to “neutral” because it witnessed the rate that will expand the Robotaxi program as “somewhat optimistic”. Bird also highlighted the general TIFF between Musk and Trump as it raises the uncertainty surrounding the future of Tesla. Argus Research was martyred as the main cause of the classification, which also came this month. Argus analysts fear that Tesla shares are trading on “advanced events”, which means that investors were buying and selling shares for reasons that were not related to their financial specialists.

“Given the future, we are concerned that the war of words between president Trump and Elon Musk, along with the end of EV’s credits, can weaken the demand for new slopes,” wrote Aragos Bill Celesky analyst,

Evis, however, saw the past spit. “BFF/Frenemy has created with Musk and Trump soap opera on this front, but in the end Trump wants the United States to remain in China in the AI ​​Arms race, and self -government is the main factor in who wins Amnesty International with Tesla plays a major role in robots.” “In the coming months, we expect to reduce the federal framework for self -government with more power that goes to federal organizers, with less countries in independent rules.”

Robotaxi from Tesla will not be the first independent vehicle approved for use in Waymo owned by the American alphabet currently available in San Francisco, Phenix, Los Angeles and Austin. Waymo announced this week that it had applied for a permit for a test for its independent cars in New York. TECH GIANT Amazon also has an independent vehicle initiative called Zoox, which is scheduled to be launched in Las Vegas later this year.