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Tesla’s (TSLA) ambitious push into humanoid robotics is no longer just a far-off concept—it’s starting to be factored into Wall Street valuations. According to new analysis from Stifel, the firm has raised its 12-month price target on TSLA to $483, assigning $29 of that valuation—about 6%—to the company’s Optimus robot project. That may not sound like much, but for a product still in development and years away from commercialization, it’s a meaningful acknowledgment of its potential.
The move signals growing confidence among some analysts that Tesla’s long-term story extends far beyond electric vehicles. From artificial intelligence-powered driver assistance and autonomous robotaxis to humanoid robotics, Elon Musk has repeatedly emphasized that Tesla’s future lies in AI and automation. Stifel’s valuation update suggests that Wall Street is starting to take those ambitions more seriously—at least partially.
