Emmanuel Rosner of Wolfe Research just made a bullish call on Tesla's Robotaxi business.

Tesla, Inc. faces intensifying global competition, weakening demand, and persistent delays in autonomy and robotics, warranting a Strong Sell rating. TSLA's Q4 2025 deliveries are forecast to fall ...

Tesla’s aim seems to be to pivot to robotics, autonomous solutions, and AI. That is a pivot that does make sense. At the same time, we should keep timeline risks and commercialization success in mind.