In the past six months, Tesla has seen a decline in EV deliveries and increasing competitive pressure. Key competitors include:
A recent event highlighted the challenges of autonomous driving: during a blackout in San Francisco, competitor Waymo’s robotaxis stopped completely at intersections because traffic lights were out and their systems lost power, halting service and stranding vehicles in traffic. Elon Musk noted that Tesla vehicles continued operating without apparent issues, emphasizing the perceived robustness of Tesla’s AI system, which relies primarily on cameras and algorithms rather than complex infrastructure.
Tesla continues to focus on autonomy and transforming cars into AI-powered robotaxi platforms, with initial services running in Austin and plans to expand Full Self-Driving and robotaxi mobility services in Europe and China in 2026. Tesla is developing advanced AI chips and internal supercomputing infrastructure to support autonomy and robotics, while new products like the Cybercab and more affordable EV models could boost demand.
For 2026, the main drivers will be: robotaxi expansion, FSD rollout, new EV models, and growth in recurring services. Key risks remain increasing competition, margin pressure, and regulatory approvals.
From a technical standpoint, the stock appears to have completed a minor degree wave 5 and is currently in a corrective phase of the primary degree, suggesting potential consolidation before the next impulse.
This is not financial advice, please make your own research before make any investment decisions.
- BYD: the global EV sales leader in 2025, known for a wide range of electric and hybrid models, strong penetration in China, and vertically integrated production that allows cost efficiency and scalable manufacturing.
- Nio: the innovative Chinese automaker famous for Battery Swap, a system that lets customers quickly exchange a depleted battery for a fully charged one in minutes, drastically reducing downtime compared to traditional charging.
A recent event highlighted the challenges of autonomous driving: during a blackout in San Francisco, competitor Waymo’s robotaxis stopped completely at intersections because traffic lights were out and their systems lost power, halting service and stranding vehicles in traffic. Elon Musk noted that Tesla vehicles continued operating without apparent issues, emphasizing the perceived robustness of Tesla’s AI system, which relies primarily on cameras and algorithms rather than complex infrastructure.
Tesla continues to focus on autonomy and transforming cars into AI-powered robotaxi platforms, with initial services running in Austin and plans to expand Full Self-Driving and robotaxi mobility services in Europe and China in 2026. Tesla is developing advanced AI chips and internal supercomputing infrastructure to support autonomy and robotics, while new products like the Cybercab and more affordable EV models could boost demand.
For 2026, the main drivers will be: robotaxi expansion, FSD rollout, new EV models, and growth in recurring services. Key risks remain increasing competition, margin pressure, and regulatory approvals.
From a technical standpoint, the stock appears to have completed a minor degree wave 5 and is currently in a corrective phase of the primary degree, suggesting potential consolidation before the next impulse.
This is not financial advice, please make your own research before make any investment decisions.
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As informações e publicações não se destinam a ser, e não constituem, conselhos ou recomendações financeiras, de investimento, comerciais ou de outro tipo fornecidos ou endossados pela TradingView. Leia mais nos Termos de Uso.