Tesla's automotive sales are declining, yet the company remains a long-term investment target due to its potential in the robotaxi market. Analysts suggest this emerging sector could significantly boost Tesla's market value by 2029.
- Tesla's car sales declined by 9% in 2025, outpacing the 2% drop in overall EV sales.
- First-quarter 2026 deliveries fell 14% from the previous quarter.
- Tesla's stock ended 2025 with a positive performance despite declining sales.
- Ark Invest predicts the robotaxi business could represent ~90% of Tesla's enterprise value by 2029.
- The global robotaxi market is projected to reach $10 trillion.
- Tesla's production capabilities, including 5,000+ vehicles daily and 2–4 million Cybercabs annually, support its robotaxi ambitions.
Sign up free to read the full analysis
Create a free account to unlock full AI-curated market articles, personalized alerts, and more.
Share this article