Tesla started his robotaxi service with a small test fleet in Austin. Analysts see the potential to fundamentally change the entire car market.
• Tesla starts in Austin with a small robotaxi test fleet
• Analysts see important drivers for Tesla’s share price
• Piper Sandler sees significant consequences for the car market
On June 22, 2025, Tesla in Austin officially put his much discussed Robotaxi service into operation – but for the time being with a very limited fleet of only 10 to 20 cars. Initially, only selected test subjects, including influencers and investors, were allowed to try out new self-driving vehicles as part of an exclusive “early access” program.
UBS confident
According to UBS analyst Joseph Spak, the initial Robotaxi service from Tesla can begin small and limited, i.e. with 10 to 20 vehicles, geofenced, employees or only in the invitation, security monitors, telephoto operations. However, this does not differ from the way other autonomous Ride-hailing services started. Despite limited initial companies, the start of the Tesla service can help to control the robotaxi narrative and at the same time to steer more interest and focus on this opportunity, “reports the shareholder.
Wedbush analyst sees Robotaxi service as an important driver
WEDBUSH analyst Dan Ives sees Teslas Robotaxi development as a possibly most important driver for the share in the coming years. He is convinced that Tesla will play a leading role in this future market and set trends. His assessment: “The golden age of autonomy is now at the door for Tesla.”
According to Ives, the robotaxi start was “extremely smooth”, reports CNBC. “Not only from the perspective of security. The maneuverability was very impressive. I thought that it was even better than Waymo out of the gates. I thought at the beginning that it would be an eight of ten points. I think it is a 10 of 10 compared to our experience.”
Robotaxis could change car markets
The analysts of Piper Sandler also reaffirm their positive assessment of Tesla in a current message to their customers. They highlight the company’s pioneering role in autonomous vehicle software and continue to see Tesla as the decisive impulse conveyor in the industry. “Tesla is still the most transformative company in the automotive industry,” Yahoo Finance quotes the analysts around Alexander Potter. “Tesla will probably win over time.”
In addition, the analysts warn that the increasing distribution of self -driving vehicles could have significant consequences for the car market – including falling sales figures, more busy fleets and a relocation to service -oriented business models.
Piper Sandler assumes that Tesla could play a dominant role in the future. According to the analysts, other US companies such as GM and Ford are behind software development, while Rivian has to deal with implementation risks and Stellantis is primarily braked by internal changes and geographical complexity.
According to the analysts, Tesla’s lead in autonomous technologies is likely to expand further through the increasing spread of the “Full Self-Driving” system in various cities as well as potentially cheaper regulatory framework under a Trump government.
Although Tesla has the best starting position in the eyes of Piper Sandler, the analysts also point out possible risks: weaker results in the second quarter or technical problems with the robotaxis could burden the high rating of the stock.
Editor finance.net
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