Tesla stock rises as TD Cowen reiterates buy rating after robotaxi launch

Published 23/06/2025, 16:18
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Investing.com - Tesla (NASDAQ:TSLA) stock climbed Monday after TD Cowen reiterated its buy rating and $330 price target following the company’s robotaxi service launch in Austin. According to InvestingPro data, Tesla, trading at a P/E ratio of 181, remains a prominent player in the automotive industry with a market cap exceeding $1.1 trillion.

The electric vehicle maker launched its highly anticipated robotaxi service in Austin on Sunday, with TD Cowen noting the first day appeared to be a success, with some aspects exceeding expectations, particularly regarding the operational design domain and pickup/drop-off capabilities.

TD Cowen observed that Tesla’s initial operating area in Austin was larger than expected, though smaller than competitor Waymo’s service area, and praised the well-developed user interface for an early-stage rideshare deployment.

The firm was particularly impressed by the robotaxi’s pickup and drop-off accuracy, including navigating within parking lots to reach specific destinations, which it noted can be challenging for autonomous vehicles during early launch phases.

No safety or major vehicle performance issues were reported during the first day of operations, which TD Cowen characterized as "pretty impressive" for an initial launch, reinforcing the firm’s bullish stance on Tesla’s autonomous vehicle opportunity.

In other recent news, Tesla has initiated limited testing of its robotaxi service in Austin, Texas, marking a significant step in its autonomous vehicle ambitions. The trial involves a small fleet of Model Y SUVs, equipped with full self-driving software and monitored by human operators to ensure safety. Tesla CEO Elon Musk has emphasized the importance of safety and expressed confidence in scaling the service quickly. UBS has raised its price target for Tesla to $215, citing the potential of the robotaxi market, although it maintains a Sell rating on the stock. Meanwhile, Barclays (LON:BARC) has kept its Equalweight rating and $275 price target, advising caution due to the long path ahead for scaling the service.

Additionally, Tesla plans to open its first showrooms in India, starting in Mumbai and followed by New Delhi, as it seeks to tap into new markets amid challenges in Europe and China. The company has already shipped Model Y SUVs to India and imported necessary components to support its operations. This move represents Tesla’s formal entry into the world’s third-largest automobile market, aiming to boost its global presence.

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