Tesla: Will It Be Enough?

  • Tesla, Inc.'s Model Y Juniper refresh is driving some sales gains, but global Tesla sales remain under pressure, especially in Europe and China. Tesla's investment case now hinges more on the upcoming robotaxi launch and FSD progress than on immediate vehicle sales numbers. Multiple upcoming catalysts—robotaxi, Model Q, energy expansion, and Optimus—could reignite positive sentiment and drive the stock higher.