Tesla 'Intentionally' Not Adding EVs To Robotaxi Fleet; Semi Truck Set For Europe

Tesla 'Intentionally' Not Adding EVs To Robotaxi Fleet; Semi Truck Set For Europe

Tesla indicated it won't add more Model Y cars to its robotaxi service, instead opting to wait until the Cybercab's public release to grow its fleet, according to JPMorgan.

Tesla's Cybercab Is About To Carry Real Passengers

After training Austin's first responders on Cybercab issues, Tesla looks ready to let the public ride its robotaxi this month

Tesla (TSLA) Stock Dips as Cybercab Hype Builds – JPMorgan Weighs In

TLDR Tesla stock dropped 0.5% to $349.26 Thursday, a day after gaining 4.2%, which was driven by a Cybercab event teaser. Tesla teased an upcoming Cybercab event, signaling the purpose-built robo-taxi may be entering its fleet soon. JPMorgan analyst Rajat Gupta says the next major fleet inflection...

Tesla ‘Intentionally Holding Back’ Model Y Robotaxis for Cybercab, JPMorgan Says

Tesla told JPMorgan it is deliberately holding back Model Y units from its Robotaxi fleet as it prepares to scale the purpose-built Cybercab. The disclosure came in a new client note published on Wednesday by analyst Rajat Gupta, following a tour of the company’s Fremont factory and a meeting with the Investor Relations team. Earlier this week, Tesla also confirmed a Cybercab launch event is approaching — the timing aligning closely with reports…

Tesla Stock Revs Up On Cybercab Buzz: Analyst Sees ‘Good Entry Point’ As Robotaxis Drive 30% Of Bull Case

Morningstar expects Cybercab’s low costs to support “strong profits” and “strong growth in 2027.” Robotaxis generated under 0.5% of Tesla’s 2025 revenue but account for over 30% of Morningstar’s valuation.Tesla could launch Cybercab publicly in Austin this month, beginning with employee rides before adding it to Robotaxi.Waymo holds a 580-fold driverless-mile lead, while Tesla’s unsupervised [...]