Latest news with #Optimus
Yahoo
6 hours ago
- Automotive
- Yahoo
RBC: Tesla's (TSLA) Valuation Could Soar If AI Goals Succeed—$325 PT Maintained
Tesla, Inc. (NASDAQ:) is one of the . On July 29, RBC Capital raised the firm's price target on the stock to $325 from $319 and kept an 'Outperform' rating on the shares. According to the analysts, Tesla's valuation has the potential to exceed current levels provided it achieves its goals. 'Should Tesla be successful on all of its goals, its valuation could far exceed even current levels. The Austin robotaxi launch has been better than many feared and the company is looking to expand in more cities,' Narayan said in a Monday note to clients, adding that 'regulatory hurdles remain, however … we expect the end of IRA credits and high levels of used EV inventory to pressure the auto business for the next several quarters.' The Austin robotaxi launch was better than feared, there are regulatory hurdles that are still present. Moreover, IRA credits and high levels of used EV inventory is bound to put pressure on the auto business for the next several quarters. The analyst is optimistic about Tesla's robotaxi expansion, even though he doesn't believe that the company's goal is realistic. He's also betting on the company's humanoid robots efforts. 'Management maintained its goal to reach 1M units per year in less than 5 years. The prototype of its Optimus 3 will be ready by the end of this year and SOP still start next year. Our model only assumes this business will be used for manufacturing jobs. The reality is should these be used for home/retail purposes, the potential upside could be far greater than any other Tesla business.' Tesla, Inc. (NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives. While we acknowledge the potential of TSLA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Must-Watch AI Stocks on Wall Street and Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
9 hours ago
- Automotive
- Yahoo
Tesla stock: Wolfe sees an improving AI/Autonomy narrative
-- Wolfe Research said the investment case for Tesla (NASDAQ:TSLA) is shifting increasingly toward its artificial intelligence and autonomy ambitions, despite a mixed near-term outlook for the core auto business. 'This name trades more around the narrative than the numbers,' analysts wrote, adding: 'Confidence in Tesla's AI opportunities remains the most important driver of the stock.' Wolfe highlighted upcoming catalysts around Full Self-Driving (FSD) and robotaxis, including expansion into new markets, potential FSD approval in China and Europe, and hands-free functionality in parts of the U.S. The firm also noted that Tesla's Optimus humanoid robot is expected to enter scaled production in 2026, with management targeting 1 million units per year by 2030. However, near-term fundamentals remain under pressure. Wolfe's updated 2025 and 2026 earnings per share forecasts are $1.62 and $1.67, respectively, well below the consensus estimates of $1.76 and $2.53. The firm warned of a 'challenging' setup over the next 18 months, citing risks to Model 3 and Model Y demand once U.S. clean vehicle tax credits expire in late 2025. Tesla's Energy segment, by contrast, was described as a bright spot. 'We expect Energy revs to double in 2026 vs 2024 (to ~$18bn vs $9.2bn), with strong GMs,' Wolfe said, adding that Tesla's scale and integration expertise position it well as global battery storage demand continues to exceed supply. 'Success in Energy is critical in the medium term to avoid notable cash burn,' the analysts warned, especially as regulatory credit sales fade and investments in AI ramp up. Related articles Tesla stock: Wolfe sees an improving AI/Autonomy narrative Risks Rising? Smart Money Dodged 46%+ Drawdowns on These High-Flying Names Surge of 50% since our AI selection, this chip giant still has great potential Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Gulf Insider
14 hours ago
- Automotive
- Gulf Insider
China Robot Giant Unveils Tesla Optimus Killer
Unitree Robotics, China's dominant robot company, is turning heads with the release of its new humanoid that can fist-fight and perform cartwheels – capabilities that represent a direct challenge to Elon Musk's ambitions of establishing Tesla's Optimus as the world's leading humanoid Unitree Robotics R1, weighing 55 pounds and equipped with 26 joints for fluid movement, showcases advanced capabilities like cartwheels, spin-kicks, and a 'kip-up' maneuver, transitioning from a supine position to standing without using its hands, as demonstrated in a recent video released by the company. Unitree Introducing | Unitree R1 Intelligent Companion Price from $5900Join us to develop/customize, ultra-lightweight at approximately 25kg, integrated with a Large Multimodal Model for voice and images, let's accelerate the advent of the agent era!🥰 — Unitree (@UnitreeRobotics) July 25, 2025 The R1's launch directly challenges Elon Musk's vision for Tesla's Optimus, which aims to lead the global humanoid robotics market. Musk has outlined ambitious plans, predicting in January that Tesla could produce 'several thousand' Optimus robots this year for internal factory use, with goals to scale to 50,000–100,000 units in 2026 and achieve a tenfold increase the following year. However, reports from Taiwan's Digitimes suggest Tesla's Optimus faces production delays due to a redesign, with unnamed Chinese supply chain sources indicating ongoing refinements to key components before mass production can resume. The humanoid robotics market could see explosive growth, with projections estimating a $5 trillion industry by 2050, encompassing supply chains, maintenance, and support networks. Morgan Stanely analysts anticipate adoption will surge in the late 2030s, driven by technological advancements and increasing regulatory and societal acceptance. By 2050, over 1 billion humanoids could be in use, with 90% deployed in industrial and commercial roles. Venture capitalist Vinod Khosla, an early backer of OpenAI, has predicted a ChatGPT-like breakthrough in robotics within two to three years, envisioning adaptable humanoids capable of tasks like chopping vegetables or washing dishes. Also read: Iran Plans To Abandon GPS & Replace With China's BeiDou System
Yahoo
2 days ago
- Automotive
- Yahoo
Elon Musk Said He Would 'Walk The Line Personally' Following $16.5 Billion Samsung Deal, Is this A Return To 'Wartime CEO' Mode?
Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk recently announced he will be closely involved with Samsung Electronics (OTC:SSNLF) manufacturing the EV giant's next-gen AI6 chip following a $16.5 billion deal. What Happened: Taking to social media platform X, Musk announced the deal with Samsung on Monday. "Samsung's giant new Texas fab will be dedicated to making Tesla's next-generation AI6 chip," Musk said before adding that the deal had significant strategic 7,000+ investors have joined Timeplast's mission to eliminate microplastics—now it's your turn to However, what was interesting was the billionaire's comments after. Replying to the original post, Musk said that the deal was a critical point. "I will walk the line personally to accelerate the pace of progress," he said. This could signal Musk's renewed focus on his companies after a stint in politics and activism with the Trump administration and the Department of Government Efficiency (DOGE). Could this be a 'Wartime CEO' moment for Musk? Well, this isn't the first time Musk has expressed full commitment to his had earlier said in a post that he would "spend seven days a week" and would sleep at the office if his kids were away. That too wasn't an isolated case, as Musk had also shared that he would be "Back to spending 24/7 at work and sleeping in conference/server/factory rooms," following outages experienced by social media platform added that he would 'be super focused on 𝕏/xAI and Tesla (plus Starship launch next week), as we have critical technologies rolling out."Why It Matters: Musk's renewed commitment to his businesses could be a confidence booster for investors following a disappointing Q2 earnings call for Tesla that saw the EV giant post a 12% revenue decline as well as dwindling sales figures across multiple regions. Despite this, Musk has remained optimistic and promised to release a new affordable Model Y, a decision that has been slammed by critics as it could lead to cannibalization within the company's lineup. Musk has also laid out ambitious targets of producing over 100,000 units of the Optimus robot annually in 5 years and serving about half of the population of the U.S. with robotaxis by the end of the year. Elsewhere, Musk's SpaceX also aims to conduct a test launch of its Starship rocket next month and the billionaire has said that the next major milestone for the company is to achieve orbital propellant refilling. Read Next: $100k+ in investable assets? Match with a fiduciary advisor for free to learn how you can maximize your retirement and save on taxes – no cost, no obligation. These five entrepreneurs are worth $223 billion – they all believe in one platform that offers a 7-9% target yield with monthly dividends Photo courtesy: Shutterstock/Alessia Pierdomenico UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets. Get the latest stock analysis from Benzinga? This article Elon Musk Said He Would 'Walk The Line Personally' Following $16.5 Billion Samsung Deal, Is this A Return To 'Wartime CEO' Mode? originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved.
India Today
2 days ago
- India Today
This humanoid robot from China can cartwheel, punch, and run, is cheaper than an EV
A Chinese robotics company has caught the world's attention with the launch of a humanoid robot that can run, cartwheel, throw punches, and even perform backflips. The robot, called R1, has been created by Unitree Robotics and is priced at just CNY 39,999 or $5,900, which roughly translates to about Rs 5 lakh. That's less than a budget electric vehicle like a Tata Tiago EV and far cheaper than any other humanoid robot in the same league. With athletic moves and a sleek build, the R1 is being pitched as a 'sporty' robot, capable of pulling off complex stunts like a kip-up, handstand, and martial arts-style kicks. But while its flashy promo video has earned millions of views online, it has also sparked debates about what exactly a humanoid robot should be Unitree R1 stands 121 cm or 4 feet tall, weighs 25 kg, and is powered by 26 joints that allow for a surprising range of motion. In the video released by Unitree, the R1 is seen flipping through the air, sprinting, and mimicking combat moves with impressive balance and coordination. For a robot in this price range, those abilities are quite rare. Most humanoids with comparable mobility cost several times more. Tesla's Optimus robot, still in early development, is expected to be priced under $20,000 (roughly Rs 17.4 lakh) — but only if it's produced at scale. Meanwhile, rival bots like UBTech's Walker S and EngineAI's PM01 are priced significantly higher, making the R1 the most affordable option for a dynamic course, the aforementioned humanoids — apart from Tesla's Optimus — are all China-made, which begs the question: where does this leave India in the race? While the country is still making small moves in a game that's scaling fast, there has been some development. For instance, take Reliance. It has partnered with Addverb, a robotics company, and is building an India-made humanoid for industrial use. ISRO is building a half-humanoid astronaut called Vyommitra. DRDO recently announced work on defence-use humanoid robots. And startups like Vanar Robotics are prototyping service robots out of Indian cities. That said, this is a story for another time — because right now there's a bigger question: what's the point of a robot that can do flips and kicks if it can't handle basic household chores? That's what many people online have been asking. Here's how some netizens reacted to the viral R1 video:One user questioned the robot's abilities with household chores, stating, 'Can it vacuum? Can it run the washing machine? Can it fold clothes? Can it iron? Can it cook? As a security robot, it seems interesting, but honestly, at the moment, it's not what interests me most.'Another user shared the same sentiment, stating, 'Are the hands developed enough to make breakfast, cook, make, mow the lawn?'One user did add a valid point by pointing out folks who are missing the whole point. The user writes, 'A lot of people ask if it can cook and clean. Completely missing the point of a cheap humanoid. At this price, it's A) a toy and B) a research tool; if you want to build out the software for a robot servant, then you need plentiful hardware for testing and development.'Another user posted, 'Very dubious that this represents real-world performance, today. But something like this will be common sooner than most think.'While the R1 may not be folding laundry anytime soon, for $5,900, it's one of the first humanoids that's financially within reach for researchers, hobbyists, and maybe even early adopters looking for more than just company, based in Hangzhou, is also preparing to go public soon and could become the first humanoid robotics firm to be listed on China's stock exchange.- Ends
