According to investment management firm ARK Invest, shares of #Tesla could rise to as much as US$4,400 by 2031, with a bull-case estimate of US$5,000 and a bear-case estimate of US$3,300, driven largely by its Robotaxi service. The autonomous ride-hailing service will account for approximately 80% of Tesla’s enterprise value by 2031. In its base case, ARK estimates a fleet of 8.1 million robotaxis generating around US$753 billion in annual net revenue.
ARK estimates that by 2031, Tesla could sell around 1 million Optimus units annually, contributing more than US$200 billion in revenue. The firm expects Tesla’s cumulative spending on AI infrastructure to rise from US$7 billion to US$225 billion by 2031 to support autonomy and Optimus capabilities.
ARK estimates that by 2031, Tesla could sell around 1 million Optimus units annually, contributing more than US$200 billion in revenue. The firm expects Tesla’s cumulative spending on AI infrastructure to rise from US$7 billion to US$225 billion by 2031 to support autonomy and Optimus capabilities.