Robotaxi and FSD adoption outlook
Tesla’s own Q2 update showed full self-drive, or FSD, adoption in North America cleared 55% of new deliveries, and paid subscriptions hit 1.48 million—up 56% year over year. The robotaxi opportunity alone accounts for 90% of Ark Invest's long-term price prediction for Tesla.
NHTSA gave Tesla until September 30 to prove the Cybercab is legally compliant. Tesla has 45 Cybercabs deployed in Texas despite the manufacturing capacity to produce 125,000 annually, and that gap between ambition and deployment is the single most damaging optic for the bull case right now.
Tesla: To FSD And Beyond (NASDAQ:TSLA) | Seeking AlphaCathie Wood Never Sold Ark's Core Stake in Tesla Despite the Stock Trailing Every Other Magnificent Seven Name in 2026. Here's Why Her Multi-Year Conviction Hasn't Wavered. | The Motley FoolTesla (TSLA), Why Is Everyone Watching It Again? - Simply Wall St NewsTSLA Price Prediction: $390 Is the Gate — Bulls Need a Cybercab Verdict Before This Stock Breaks Out - Blockchain.News