Tesla shares slipped after an analyst warned 2027 and 2028 revenue will trail consensus forecasts, citing a delayed Optimus humanoid robot rollout. The report flagged a slower mass deployment of the Robotaxi network as a key driver behind the reduced top-line outlook.
An analyst has projected Tesla’s full-year revenues for 2027 and 2028 will come in below Wall Street consensus, marking a notable shift from prior bullish forecasts. The reduction reflects revised growth curves for Tesla’s emerging robotics and autonomous services divisions.
The revised outlook hinges on a slower rollout schedule for Optimus humanoid robots, which had been anticipated to contribute initial revenues in late 2026. Supply-chain constraints and extended development timelines have pushed full-scale production into 2028.
The forecast also assumes a delayed mass launch of Tesla’s Robotaxi fleet, shifting the revenue ramp beyond the original 2027 target. Regulatory approvals and software validation processes have extended the timetable for autonomous ride-hailing services.
Tesla shares dipped in after-hours trading following the report, as investors recalibrated growth expectations for key long-term drivers. The outlook shift underscores emerging uncertainties around Tesla’s diversification into robotics and autonomous mobility.
