In the universe of Tesla, there is never a slow day. While other companies take years to get one product line just right, Elon Musk’s electric empire is masterminding a new way to revolutionize city transport, turn over the power grid, and deploy humanoid robots, all before our next phone upgrade. This week, Tesla continues to be in the limelight as Cantor Fitzgerald reiterates its Overweight rating with a $355 price target for Tesla stock. This is barely higher than its current trading price of $352.01 as of Tuesday.

As per InvestingPro analysis, with a market cap of $1.13 trillion, Tesla continues to be a leader in the electric vehicle (EV) and clean energy space. With the first fleet of autonomous vehicles planned to quietly drive itself through Austin by the end of June (presumably without stopping to ask directions), Tesla appears poised to keep analysts optimistic about its long-term prospects.

Launching Robotaxis

One of the most important reasons for Cantor’s persistence of optimism is Tesla’s scheduled launch of its robotaxi fleet, which will kick off with a small-scale deployment in Austin, Texas, by the end of June. The fleet will be based on Model Y vehicles fitted with Tesla’s unsupervised Full Self-Driving (FSD) technology. Although the initial rollout will be limited, the company expects to ramp up operations to other cities within the remainder of the year.

Tesla’s FSD software has already achieved more than 3.5 billion miles under human observation as of Q1 2025. The move to progress towards an unsupervised mode, which is LiDAR-free, is a high-risk gamble that could make Tesla the first company to operationalize fully autonomous ride-hailing at scale.

Tesla Facing Macroeconomic Challenges & Resilient Fundamentals

Cantor’s analysts recognize the macroeconomic headwinds that Tesla is experiencing, such as global tariff pressures, possible phase-out of EV tax credits, and softening growth in energy generation and storage categories. Nevertheless, they also refer to Tesla’s excellent balance sheet, mentioning a current ratio of 2.0 and a net cash position as signs of its financial strength as per InvestingPro data. Looking forward, the planned introduction of a cheaper Tesla model in early 2025, with a projected base price of $30,000 after tax credits, is viewed as a tactical step to support mass market take-up and balance economic weakness.

Musk’s Devotion and Tesla’s Momentum

Tesla CEO Elon Musk recently reiterated his long-term commitment to the firm, even though he will be taking a step back from his position at DOGE. His leadership is reassuring as Tesla is about to update its 2025 growth forecasts. For its energy storage unit, Tesla is projecting more than 50% year-over-year growth, after 100% growth in fiscal year 2024. Moreover, Tesla’s global play is gathering momentum. Tesla started FSD deployment in China during Q1 2025, with a European launch being planned for later this year, pending regulatory approval.

Optimus Bot & Semi Truck as Catalysts in Sight

Aside from cars, Tesla’s Optimus Bot and Semi Truck initiatives are tantalizing investors. Large-scale production of the Optimus humanoid robot is envisioned for 2026, with delivery starting in 2027. Tesla’s highly awaited entrance into autonomous trucking through the Tesla Semi is also planned for production in 2026, paving the way for a potentially enormous new revenue source in logistics and freight automation. Cantor Fitzgerald thinks these efforts, particularly if run effectively, will set Tesla’s multi-vertical leadership in EVs, autonomy, robotics, and energy systems.

Mixed Analysts Sentiment

Though Cantor and others, such as Piper Sandler (Overweight rating with a $400 price target) are still optimistic, the wider analyst community is more passive. Truist Securities recently reaffirmed a Hold rating with a $280 price target, citing concerns regarding macro uncertainty and the speed of FSD adoption. Nevertheless, enthusiasm for autonomous mobility is increasing, and Tesla’s position at the nexus of software, AI, and manufacturing keeps optimism penetrating from some corners of Wall Street.

Tesla’s Tokenized Inclusion

To this news, Kraken, one of the leading cryptocurrency exchanges, has introduced a service that enables non-U.S. clients to trade tokenized stocks of leading technology firms, such as Tesla, Nvidia, and Apple. This venture connects traditional equities and blockchain, empowering international investors from Europe, Asia, Latin America, and Africa to access U.S shares through digital tokens. This leaves behind U.S citizens because of regulatory limitations.

This innovation follows more broadly an industry momentum to combine digital assets with traditional finance, and Tesla’s inclusion within the initial tokenized offering further solidifies its position as a market leader with robust global investor support.

Tesla’s Future Bet

Tesla is not only betting on electric cars, it’s wagering on an entirely autonomous, software-defined future that stretches from robotaxis to humanoid robots. Though near-term volatility and regulatory challenges persist, Cantor Fitzgerald’s bullish position reflects faith in Tesla’s long-term potential value. With future rollouts planned for autonomy, energy, and robotics, Tesla’s growth story seems to be moving into a high-tech second act, one in which the company might once again surprise the market’s most ambitious expectations.

Tesla’s path almost doesn’t feel like the path of a car company and more like a science-fiction movie that shows an advanced level technological vision of the future. Robotaxis whizzing through cities, human-like robots in the pipeline, and electric trucks rumbling along highways, these are not simply product plans, they’re new paradigms. For all the critics crying over valuation issues and regulatory risks, it’s difficult to overdo Tesla’s capability of staying out in front of the story. Whether it’s self-driving cars, renewable energy, or robotics, Tesla isn’t waiting around for the future to arrive. It’s constructing it, one unsupervised mile, one Optimus Bot, one jump at a time.