How much is expectation of FSD/robotaxis overvaluing TSLA?

[hooty]

What percentage/$ value is TSLA stock price overvalued due to the expectation of FSD/robotaxis?

20%? 70%?
$100B? $800B?

 

[Grabthar]

I'd say about 0. No serious analyst puts a huge amount of value on something like that. Even if they did in the beginning, it's been talked about for so many years (without substantial progress), that the analyst community would now discount that to pretty close to 0.

 

[JohnB007]

I'm invested into TSLA but I have zero faith on Robotaxi (HW3/4) nor do I think the current price is taking this into account.

FSD on the other hand, some % are buying them, so it should add some value to TSLA and it is probably reflected into the current price.

P/E ratio is higher than other auto manufacturers because Tesla does more than just selling cars...

 

[hooty]

Looking at Twitter posts & considering the amount of TSLA investors that are retail, I’d say a large percentage of stock valuation comes from robotaxi expectations