Tesla (NASDAQ: TSLA) recently talked about a number of topics with Wall Street company Piper Sandler as the company released a new note on Friday about their meeting with the company’s team for investor relationship.
According to the note from Piper Sandler, Tesla spoke detailed about the semi-program, Optimus and its potential valuation in view of its capabilities, roll-out of robotaxia in Austin and full self-driving progress in the United States.
Tesla Semi Ramp
Tesla Semi is set to enter mass production in 2026 at a dedicated factory near the company’s gigafactory in Reno, Nevada.
SEMI has already been in pilot program testing, as Tesla has collaborated with a few companies, such as Frito-Lay and Pepsico., To perform regional logistics. It has been met with excellent reviews from drivers, and it has helped to give Tesla a good idea of what to expect when it makes its way to more companies in the coming years.
Piper Sandler said it is clear that Tesla is preparing for a “bigger ramp” but it keeps its expectations low:
“We never expected much of this product, but we would very much like to be proven wrong (Tesla is clearly prepared for a larger ramp).”
Tesla Optimus and its value internally and externally
Optimus has worked in Tesla factories for some time, but its expectations as a product offering outside the company have internally major consequences.
Its role in Tesla factories is for now relatively low, but Optimus is still doing things to help. At this point next year, Piper Sandler said Optimus should have greater responsibility:
“By this time in 2026, Optimus should move/stage parts within Tesla’s facilities.”
Outside of Tesla, Optimus could be an important recipient for businesses, as it could be a more affordable way to deal with boring tasks and manual labor. The company believes that if Optimus can work 18-hour shifts, a cost of $ 100,000 per Unit “be eligible.”
Tesla Robotaxi Expansion
The company’s major focus with Robotaxi was Tesla’s expansion of Geofence in Austin this week. It was significant, which brought Robotaxi’s total service area to about 170 square miles, up from the approx. 90 square miles that rival Waymo offers in the city.
Tesla Robotaxi Geofence Expansion enters Plaid mode and includes a surprise
Tesla has doubled its geofence three times since the launch at the end of June, and it also revealed that its fleet of vehicles has been expanded by 50 percent. It did not provide a solid number of how many vehicles operate in the fleet.
Tesla full self-driving V14 launch
Tesla’s full self -propelled suite is set to have a fresh version, V14, rolled out in either September or October, and there are some pretty high expectations for it.
CEO Elon Musk said:
“The FSD release of about 6 weeks will be a dramatic gain with a 10x higher parameter number and many other improvements. It goes through training and testing now. When we first confirm the real world’s security of FSD 14, which we think will be amazing, the car will fool you much less.”
There is also some expectation that the V14 could be the public release of what Tesla is running in Austin for Robotaxi. The company confirmed this in their note by stating that it “should enable Tesla owners to use software on par with Robotaxis in Austin.”
The only real attitude would be regulator skepticism, but Tesla can relieve this with strong data.
The company maintained its ‘overweight’ rating and the $ 400 price target it has on the stock.