An analyst sees 2026 as a crucial year for Tesla. The company could gain significant value during this phase.
• Wedbush analyst sees 2026 as key moment for Tesla
• Tesla’s market cap could rise to $2 trillion to $3 trillion
• Autonomous technologies could be the focus of Tesla’s growth in 2026
Wedbush analyst Daniel Ives wrote on X (formerly Twitter) on December 15, 2025 that Tesla was facing a pivotal year. In his opinion, the market capitalization of the US company could rise to around $2 trillion in 2026 and even reach $3 trillion by the end of the year.
Heading into 2026 this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026…as the AI chapter takes hold at TSLA???????? @elonmusk
– Dan Ives (@DivesTech) December 15, 2025
Tesla shares reach record high: Ives sees great robotaxi potential
According to TipRanks, Ives describes Tesla using Elon Musk will reach a decisive growth phase. In this context, he predicts that Tesla will deploy robotaxis in over 30 US cities by 2026, estimating the potential of AI and autonomous driving to be at least $1 trillion.
On December 14, an X user posted a video showing a Tesla robotaxi without a safety driver in Austin, Texas. Elon Musk responded to the post and stated that Tesla is now testing autonomous vehicles without a safety driver.
Ives, who is one of the top analysts on TipRanks, reiterated his buy recommendation for the stock and gave the highest price target among analysts, which is $600.
Ives sees rapid robotaxi expansion at Tesla
Ives expects Tesla’s robotaxi plans to gain significant momentum in the coming months as Full Self-Driving (FSD) regulations are expected to be relaxed under President Trump, TipRanks continued. According to Ives, Tesla could capture around 70 percent of the global autonomous vehicle market in the next decade, despite competition from Waymo. He also expects the use of FSD to increase to over 50 percent, which could significantly improve the company’s business model and margins.
The Wedbush analyst uses the current market cap of $1.5 trillion as a starting point and estimates that Tesla could reach as much as $3 trillion in 2026. He describes 2026 as a crucial year for Tesla, in which robotaxis will come to market more quickly and production of the Cybercab will begin. Experts assume that the US company will expand its testing and pave the way for the Cybercab model, according to a report on Reuters.
Ives expects Tesla to make significant progress in its AI strategy, focusing on autonomy and robotics in 2026. In his opinion, this could mark a turning point that will decisively shape the company’s future growth and strategic direction.
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