Tesla Reports 5 Robotaxi Crashes; Ratings Span $25.28 to $480
Five Austin Robotaxi crashes in December 2025 and January 2026 raise NHTSA-reported total to 14 since June as Tesla targets service rollout to seven more U.S. cities by mid-2026. Among 54 analysts, 42% rate Tesla Buy with a $480 median target; GLJ’s Sell stands at $25.28.
1. Robotaxi Fleet Collision Update
Tesla disclosed five new collisions in its Austin-based Robotaxi fleet that occurred in December 2025 and January 2026, pushing the NHTSA-reported incident count to 14 since June 2025.
2. Divergent Analyst Ratings
Among 54 analysts, 42% maintain Buy ratings with a one-year median price target of $480 (implying 17% upside), while GLJ Research’s Gordon Johnson retains a Sell rating at $25.28, highlighting stark valuation differences.
3. Autonomous Service Expansion Plans
Tesla plans to deploy its Robotaxi service across seven additional U.S. metropolitan areas by mid-2026, reflecting its commitment to scaling autonomous ride-hailing despite recent collision reports.