Summary
- Tesla has the potential to reach a $2 trillion market cap, making it one of the most valuable companies in the world
- The company’s growth may be stalling if it only relies on automotive growth and needs to focus on autonomous driving and other projects
- Wedbush outlines that Tesla’s autonomous vehicle projects alone could be worth $1 trillion and play a significant role in reaching the $2 trillion market cap
- The launch of the Tesla Cybercab before 2027 will also contribute to adding value to the company
- Although Tesla has faced delays in solving full self-driving, recent progress indicates that they are closer than ever before
Article
Tesla has been on a winning streak, with its market capitalization swelling over 73 percent since election night on November 4 and making it one of the best investments on Wall Street. Despite being the most valuable automaker in the world, there is still room for growth. Wedbush’s Dan Ives included Tesla in the firm’s Top 10 Christmas List for the Tech Sector in 2025, outlining a clear path for the company to reach a $2 trillion market cap, becoming the sixth-most valuable company in the world.
The key to Tesla reaching a $2 trillion market cap lies in its ability to diversify beyond automotive growth. While increasing deliveries to two or three million cars annually would be a significant accomplishment, it is not enough to set Tesla apart from other car companies. Instead, Tesla will rely on projects like fully autonomous driving and its Full Self-Driving suite to drive future growth. Ives believes that the autonomous vehicle projects Tesla is working on could be worth $1 trillion alone in a bull-case scenario, potentially achieving this by the end of 2025.
In addition to autonomous driving, the release of the Tesla Cybercab is expected to play a major role in adding value to the company. While Tesla has announced plans to launch the Cybercab before 2027, it could have an advanced suite for autonomous driving even before the vehicle is released. Despite Tesla’s history of pushing back timelines for autonomy, recent progress suggests that it may be closer than ever to achieving fully autonomous driving. The autonomous driving project, which Tesla has been committed to for several years, holds significant value in the company’s overall story.
Elon Musk has repeatedly claimed that Full Self-Driving would be solved by the end of the year, but the recent release of FSD v13.2 indicates that Tesla is making progress. With every mile driven, Tesla collects valuable data that brings it closer to achieving autonomy. The autonomous driving project, along with the potential value of the Cybercab launch, could be key factors in Tesla reaching a $2 trillion market cap. If Ives’s forecast of $1 trillion in autonomous driving value holds true, investors stand to benefit greatly from their investment in Tesla.
While Tesla’s current market capitalization is impressive, there is still potential for significant growth in the coming years. By focusing on autonomous driving projects, including the potential launch of the Cybercab, Tesla has a clear path to reaching a $2 trillion market cap by 2025. Investors are banking on Tesla’s ability to innovate and lead the way in the autonomous driving industry, which could drive the company’s value to new heights. With the right strategies and continued progress in its autonomous driving technology, Tesla is poised for continued growth and success in the market.
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