Tesla’s robotaxi launch could drive industry disruption and market share gain, analysts say

Piper Sandler said that Tesla (Tesla) could reshape the car market.

In a new note for customers, the company has repeated its upscale position, noting the leading Tesla business and the first engine feature in self -driving software. “Tesla is still the most transformer company,” said analysts, led by Alexander Potter. “Over time, Tesla may win.”

The report also warns that as self -driving technology standards, the broader car market is at risk of severe turmoil, including fewer vehicles sold, increased use of fleets, and a shift towards service revenue models. Piper Sandler said Tesla could become uniform and did not specify any other winners in space.

Tesla is not the first independent race player. Google (Google, Googl) launched a driver without driver in Phoenix in 2018, and now runs fleets in San Francisco, Vinix, Los Angeles and Austin. Amazon’s Zoox began to test on public roads in 2023. Tesla opened the Robotaxi service for limited passengers in Austin this Sunday.

The company also has many competitors in China. Baidu (Bidu) launched the Robotaxi fleet in 2022, according to what it was reported to expand in Europe.

Piper Sandler analysts said that other American auto manufacturers fall behind with the development of the future of mobility. GM (GM) and Ford (Ford) are still lagging behind software, while Rivian (Rivn) faces the risk of implementation. Stelantis (STLA) “Best Hill Climbing” with the rotation of the director and geographical complexity.

“Every company has positives and negatives, but nothing appears well like TSLA,” they wrote.

However, the company is realistic about the road forward. She said that the results of the Tesla Q2 may disappoint your property and Robotaxi collision can be affected by the evaluation of the noble company, adding that such an event “seems inevitable.” GM’s Cruise closed its robotic operations after one of its cars hit a pedestrian in San Francisco in 2023.

Tesla sales declined with the slowdown demand for EVS and closed ELON Musk, CEO of provinces and demonstrations worldwide. In the first quarter, Tesla’s revenues were worth $ 19.34 billion and a quarter of the stock worth $ 0.27, both Wall Street’s expectations on a large scale of $ 21.43 billion and $ 0.44, respectively.

Its modified profits in the first quarter decreased by 40 % on an annual basis. The delivery of its car was 336,681 units worse since the second quarter of 2022. New car sales in Europe decreased for five consecutive months in 2025, a decrease of 27.9 % year on year in May.

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But Piper Sandler argues that Tesla’s progress in autonomy grows only with the start of full self -driving (FSD) in more cities and that the Trump administration is likely to issue more appropriate policies.