Tesla Inc. (NASDAQ:TSLA) is one of the best pure-play robotics stocks to buy now.
Tesla Inc. (NASDAQ:TSLA) is among the best pure-play robotics stocks to buy now. The company’s exposure to robotics is through its bipedal, autonomous humanoid robot, Optimus. According to some reports, this area is set for significant expansion, as Tesla has indicated long-term targets to produce 100 million Optimus robots annually. CEO Elon Musk is even looking at deploying tens of billions of robots over the next decade or so. Tesla’s recently announced Terafab chip-manufacturing initiative will support this expansion.
In a report early this week, Goldman Sachs noted that Tesla is gradually addressing the engineering challenges of its Optimus project as the company moves closer to commercialization. While the firm highlighted AI training as a crucial component for the robots, it indicated that Tesla plans to use these in internal operations initially to monitor performance and will deploy them commercially later.
Earlier, around March 18, Morgan Stanley argued that an unsupervised robotaxi fleet is the most important catalyst for the stock in 2026. The firm was encouraged after a tour of Tesla’s Giga Texas facility and believes that the successful rollout of robotaxis could create a flywheel across Tesla’s ecosystem. Morgan Stanley rates the stock an Equalweight with a $415 price target.
Meanwhile, investment management firm Tsai Capital Corporation also cited Tesla’s scope for substantial expansion in the robotics space as part of its investment case in its fourth quarter 2025 investor letter. The fund said:
“We also believe Tesla’s AI capabilities remain underestimated—and consequently undervalued. In fact, we think the company is at the beginning of a hypergrowth phase. We anticipate that it will eventually operate millions of autonomous vehicles and will own the majority of the autonomous market; that it will extend licenses for its self-driving software to rivals, generating recurrent revenues with 70-80% margins from those licenses; and that it will scale substantially in robotics.”
Tesla Inc. (NASDAQ:TSLA) is a developer, manufacturer, designer, lessor, and seller of electric vehicles and energy generation and storage systems. The company operates across the United States, China, and globally.
While we acknowledge the risk and potential of TSLA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than TSLA and that has 10,000% upside potential, check out our report about this cheapest AI stock.
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