Tesla fights with weak sales figures and delays in projects such as Robotaxi and the Humanoid robot Optimus. These two corporations could be better positioned.
• Sales decline for electric cars and weak margins burden Tesla
• Future projects Robotaxi and Optimus are hanging behind the schedule
• Toyota and alphabet could be worth more in the future
Tesla became known as a pioneer in the area of electric cars. As Justin Pope writes in a contribution to “The Motley Fool”, the history of the company is increasingly moving away from the classic electric car business to robotaxis and humanoid robotics. Tesla boss Elon Musk Like many investors, it would rely on the fact that these areas will contribute significantly to the company value in the future. But the company had recently struggled with some problems. According to Pope, these companies are likely to be worth more than Tesla in three years.
Problems with Tesla
At Tesla, the core business recently weakened: E-car sales decreased-in the past quarter by 13.5 percent to 384,122 vehicles. At the same time, the Robotaxi program is still in its infancy. So far there are only a few vehicles with numerous security requirements, and stricter requirements on local and state level could slow down the planned expansion, Pope writes. In addition, Tesla’s technology has so far only been classified at level 2, i.e. still requires the presence of a driver.
The humanoid robot Optimus is also removed from a marketable product. Tesla is aiming for 5,000 units this year, but according to reports the project is behind the schedule. The company has not complied with ambitious goals several times.
If Tesla does not succeed in making the robot taxis and its robot optimus decisively forward within a short time, the current sales problems threaten to heavily burden the share, Pope. Sales and margins have recently decreased, and investors could be more responsible for the group. In view of a rating of 12 times the turnover, a setback of around 50 percent would not be excluded-especially if investors are increasingly classifying the company like a classic car manufacturer and less as a tech company. Therefore, Pope believes that two companies are likely to be worth more in three years than the US electric car manufacturer.
Toyota underestimated?
One of these companies is Toyota – the most valuable classic automotive company in the world. The group continuously increases its turnover and achieve a significantly higher profit margin than Tesla – according to Pope, this is three percentage points ahead of Teslas. Nevertheless, Toyota’s market capitalization is only $ 246 billion. This corresponds to a price sales ratio of below 1 and is therefore far below the assessment of Tesla.
It is unlikely that Tesla will fall back to this level of evaluation, since the hopes for the robotaxis and optimus show considerable potential, but a comparison of the key figures shows: If Tesla’s ratio to sales to around 3 decreases, while Toyota remains stable at 1, Toyota could overtake the rivals in the market capitalization. This shows that Tesla’s high rating depends heavily on whether the company actually realizes its future projects.
alphabet
In the meantime, according to Pope, Waymo is currently the leading provider in the field of autonomous driving services, from which the parent company Alphabet also benefits. With a market capitalization of more than 2.4 trillion US dollars, Alphabet is already valued higher than Tesla. While investor Cathie Wood puts a strong thrust for Tesla through the robot taxis, other observers predominate whether this is realistic at short notice.
Alphabet, on the other hand, has several pillars: In addition to its strong position in artificial intelligence, the cloud business and digital advertising ensure funds. This enables the company to manage the costly development of Waymo and the expansion of the Robotaxi offer. Since Waymo continuously opens up new markets, Alphabet currently appears better positioned than Tesla, as long as the US electric car maker does not drive its robotaxi plans faster, explains Pope.
Tesla share in focus
The Tesla share on the US Tech Exchange Nasdaq has been able to get around 52 percent within the past twelve months. Since the beginning of the year, however, the shareholders have lost about a fifth. Most recently, the Tesla share cost $ 320.11 (as of the final course from August 21, 2025).
According to Tipranks, 37 WALL Street analysts have given a 12-month course goal for Tesla in the last 3 months. Of these rates 14 to buy the share, 15 gave a “hold” recommendation and eight recommend the share for sale. The average price target is $ 307.23, the highest forecast at $ 500.00 and the lowest $ 19.05. The average price target corresponds to a downward potential of 4.19 percent compared to the last course.
Editor finance.net
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