Four key points to remember from Tesla’s latest gains and Elon Musk’s call conference

The Tesla winning report and the conference on Wednesday highlighted the plans of the manufacturer of electric vehicles for the new versions of its autonomous software and its humanoid robot, Optimus.

The call, with the CEO Elon Musk and other leaders, followed A profits report that has seen adjusted income and profits are not estimates after Tesla (TSLA) reported its very first annual decrease in vehicle deliveries.

The title, on the other hand, has recently increased by more than 4%.

Self -conducting not supervised, launch of Robotaxi expected this year

Musk said Tesla vehicles are driving independently to the Fremont factory, California of the company, with plans to make unopenable vehicles also used in its Austin factory, Texas, in the coming months . Musk said that he expects the unattended autonomous software to start as a paid service around June in Texas and California, with other possible markets this year.

Once the unopensed system has been approved, said Musk, Tesla will also be able to put the first versions of her autonomous taxis “Cybercab” on the road. “I expect that we operate – by doing not monitored activities with our internal fleet in several cities by the end of the year,” said Musk during the call.

Tesla owners could be able to rent their vehicles so that others can use independently next year, said Musk, although he joked that he had been the “boy who cried The wolf “on projections in the past.

The latest versions of Tesla stock analysts are mixed

Jpmorgan analysts, reiterating their “under-pondeed” note and its price of courses of $ 135, said Thursday in a note that the increase in action “had no relation to the financial performance of the company” fourth quarter or its projections for 2025.

They have said that the estimates of Tesla’s future financial objectives have been reduced several times in recent months, but the price and analyst price objectives have increased at the same time. They concluded that Tesla’s actions were “completely divorced fundamentals” and expressed their caution with regard to investment in the electric vehicle manufacturer.

Oppenheimer’s analysts said they “remain cautious” about the Chronology of Tesla Autonomous Development Given the “History of performance” of functionality.

Analysts of Morgan Stanley, with an “overweight” note and a price target of $ 430, said that it thought it was to know how much the call was focused on Optimus and artificial intelligence rather than on the activities of existing vehicles of the company.

Tesla expects a return to the growth of deliveries in 2025

After having experienced its first annual decrease in vehicle deliveries in the history of the company this year, Tesla declared in the Wednesday report that it expects that deliveries return to growth in 2025.

Tesla declared a drop in deliveries from one year to another for the first time in 2024, going to 1.79 million last year against 1.81 million a year earlier. Analysts expect Tesla to book about 1.94 million vehicles in 2025, some 8% in annual shift, according to Visible Alpha.

JPMorgan analysts said that the projection of a “return to growth” is less optimistic than growth leaders from 20% to 30% over the planned year for 2025 during the Tesla third quarter call.

Optimus sales projections are in dollars

Musk was again optimistic about the development of Tesla’s Humanoid Optimus robot, reiterating its conviction that robots will ultimately be a wider source of Tesla income than its vehicles.

He said the company was on the right track to produce “thousands” robots to perform tasks in Tesla factories this year, with the possibility of selling them to other companies for factory work similar to second half of next year.

The total opportunity for the income that Musk visualizes for robots is in the thousands of dollars, he said yesterday.