Wolfe Sees Catalyst-Rich Year Ahead for Tesla (TSLA) Despite Fundamental Concerns

Tesla, Inc. (NASDAQ:TSLA) is one of the 10 AI Stocks to Keep on Your Radar. On February 4, Wolfe Research analyst Emmanuel Rosner said that it sees a “catalyst rich” year ahead for the EV maker despite fundamental concerns and that investors are still looking out for more progress.

The firm highlighted several potential catalysts for Tesla, including the Optimus launch in Q1, Cybercab in April, new robotaxi markets, FSD updates, and a new Megapack facility launch. The firm contended that even though the timing of these initiatives may shift, Tesla’s planned spending increase is a reflection of strong company confidence.

As it relates to the stock, we remain tactically constructive, with a steady stream of potential catalysts ahead. Of course, it’s difficult to have high confidence in the success of all of TSLA’s initiatives, especially as timing can shift around. But ultimately, the company’s plan to ramp up spending considerably suggests they are very confident.

Investors will be looking out for significant progress in 2026 across key performance indicators. These include robotaxi expansion, initial Optimus production ramp, and unsupervised FSD expansion.

Photo by Obi Onyeador on Unsplash

Tesla, Inc. (NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives.

While we acknowledge the potential of TSLA to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than TSLA and that has 100x upside potential, check out our report about this cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.