Charleswood Limited Highlights Analysts Eye Tesla's Robotaxi Launch After Stock Drop

(MENAFN- Market Press Release) June 10, 2025 8:50 pm - Charleswood Limited, a Hong Kong financial advising business, presented a report today on investor interest in Tesla Inc.'s (NASDAQ: TSLA) robotaxi service debut after a sharp stock price decrease. Tesla shares are down 26% year-to-date.

Charleswood Limited, a Hong Kong based investment advisory firm, today published an analysis spotlighting growing investor focus on Tesla Inc.'s (NASDAQ: TSLA) upcoming launch of its robotaxi service following a steep decline in stock value. Tesla's shares have plunged approximately 26% year-to-date, driven by concerns over CEO Elon Musk's public spat with President Trump and uncertainty surrounding the financial outlook-a backdrop that may heighten impact of the robotaxi debut on June 12 in Austin, Texas.

“Tesla's stock has been under pressure this year, with analysts like Baird downgrading the stock to 'Neutral' amid geopolitical distractions and elevated expectations for the robotaxi,” said Linda Young, Chief Market Strategist at Charleswood Limited.“Now, all eyes are on whether the operational launch can refocus investor sentiment.”

Key Concerns & Expectations
Robust vs Overhyped – Baird cautions that investor projections of hundreds of thousands of robotaxis by 2026 may be overly optimistic; their estimates are closer to ~6,000 in the same timeframe.

Political Toll – The Musk–Trump feud heightened brand and regulatory risk, with Argus and Baird citing increased volatility and“key?person” concerns.

Competitor Pressure – Chinese automakers like BYD and Waymo-backed rival services are gaining ground, particularly in autonomous capabilities, intensifying competition for Tesla.

Market Outlook
Analysts agree: the robotaxi launch is a potential catalyst but also a crucial inflection point. Baird and Argus have maintained "hold" or "neutral" ratings, while 10 of 18 analysts tracked maintain "buy" ratings-reflecting a confident long-term but cautious near-term outlook.

Candidly summarizing the view from Wolfe Research:“Robotaxi performance is likely to be the key driver of the stock in 2025.” The firm forecasts an initial pilot with 10–20 Model Y vehicles in Austin, expanding rapidly thereafter-though widespread adoption and profitability remain years away.

Charleswood's Perspective

Charleswood notes that while the robotaxi rollout could re-energize Tesla's narrative, investor caution remains warranted. Key triggers include:

Safety record and reliability metrics during live operations

Regulatory approvals in major markets like California

Early usage and profitability data

Broader resolution of CEO-related political and leadership distractions

“If Tesla delivers a smooth robotaxi launch with reliable performance, it could reclaim investor trust. But anything less than solid results may prolong the valuation discount,” concluded Young.

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