Core Insights - Tesla's CEO Elon Musk announced that the production of the anticipated Cybercab will ramp up in 2026, with real production starting in April [2][3]. Group 1: Production and Development - Tesla's Cybercab prototype has been spotted in various locations, including Austin and California, indicating progress in its development [3]. - Musk confirmed that the images shared on social media were from production tests, emphasizing that the actual production ramp will begin in April [2]. Group 2: Autonomous Operations - Musk experienced a ride in a Tesla Model Y Robotaxi in Austin, moving closer to the goal of achieving driverless operations by the end of the year [3]. - Despite the advancements, there has been no official announcement regarding the rollout of driverless Robotaxis in Austin, raising questions about the operational scale [4]. Group 3: Delivery Estimates - Tesla provided delivery estimates for Q4 2025, projecting 423,000 deliveries, which fell short of the market consensus of 445,000 [5]. - Investor Gene Munster predicted an even lower figure of 415,000 deliveries, citing policy changes as a contributing factor to the decline [5]. Group 4: Stock Performance - Tesla scores well on Momentum and Quality metrics but has a poor Value rating, with a favorable price trend observed in the short, medium, and long term [6]. - During after-hours trading, Tesla's stock (TSLA) slid 0.08% to $454.05 [6].
Elon Musk Teases Tesla Cybercab Scale-Up As Robotaxi Push Accelerates - Tesla (NASDAQ:TSLA)