Dan Ives Maintains TSLA Price Target: Can A.I. & Robotaxi Propel Stock to $3T?

分组1 - Dan Ives projects that Tesla will reach a $2 trillion market cap in 2026, with a bull case scenario suggesting it could hit $3 trillion by the end of that year, driven by advancements in AI and robotics [2][3] - The anticipated $2 trillion market cap represents approximately a 30% upside from Tesla's current trading levels [3] - Tesla's ongoing development of its AI programs aims to transition the company from being perceived solely as a car manufacturer to a leader in the autonomous and robotics space, including the introduction of robo taxis [6][8] 分组2 - Elon Musk confirmed that Tesla's robo taxi service in Austin has been tested without a safety monitor, which could significantly impact the company's valuation and future earnings potential [4][5] - Morgan Stanley has downgraded Tesla's rating from overweight to equal weight, citing that high expectations around Tesla's AI narrative have brought the stock closer to fair valuation, although they raised the price target to $425 [7] - The success of the robo taxi initiative is seen as a potential game changer for Tesla, especially if it expands to major cities beyond Austin [12][13]