Tesla: The Overlooked Lunar Strategy That Can Drive Optimus Adoption (Upgrade)

2026-03-23 13:16:21 ET

2026 may be a year set for a major paradigm shift for Tesla, Inc. ( TSLA ) as the company undergoes the beginning of what may be a multi-year investment cycle in developing new production facilities for its next generation Cybercab, Optimus, and chip fabrication. With promising developments and early scaling of the robotaxi program, Tesla may be in a position to begin scaling operations over the coming quarters while entering new regions for testing. As for Optimus, recent announcements regarding the development of an autonomous operating society on the moon may deliver a market opportunity for Tesla in 2027 and beyond, delivering a market niche that can drive growth for the humanoid robotics program. Given the developing market environment, I am upgrading TSLA shares to a Hold rating with a price target of $383/share at 55.37x eFY27 EV/aEBITDA....

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