Core News Facts
Tesla (NASDAQ: TSLA) is currently valued at over $1 trillion but faces declining electric vehicle sales, which could challenge its valuation as it pivots towards Robotaxi and humanoid robotics. Analysts warn that unless Tesla can rapidly scale its Robotaxi and Optimus projects, its valuation may fall significantly, potentially by 50%.
In contrast, Toyota (NYSE: TM) remains the world’s most valuable legacy automotive company with a market cap of $246 billion and a profit margin exceeding Tesla’s by more than 3%. If the market re-evaluates Tesla’s value more like an automotive manufacturer, Toyota could surpass Tesla’s valuation.
Additionally, Alphabet (NASDAQ: GOOG), valued at over $2.3 trillion, is recognized as a significant leader in autonomous driving through its Waymo division. Analysts suggest it may outperform Tesla in the self-driving market due to its strong existing businesses that can support investment in self-driving technology.
