Key Facts on Tesla’s Future
Analysts predict that Tesla’s upcoming robotaxi service could enhance the company’s value by over $1 trillion by the end of 2026. However, the recent legislation signed by President Donald Trump is anticipated to eliminate federal regulatory credits in the U.S., which currently contribute significantly to Tesla’s revenue.
In the past five quarters, Tesla has generated $3.3 billion through regulatory credits, with $595 million in the last quarter alone. A notable 75% of this revenue is estimated to come from U.S. sources, primarily from California’s state-level program. Despite this loss, experts believe that while this will not cripple Tesla’s operations, it could hinder growth initiatives, impacting profits by $100 million to $200 million per quarter.
