Tesla Shares Gain as Analyst Deems Humanoid Robot Project 'Delusion'
A prominent analyst warned Tesla’s humanoid robot initiative could incur per-unit costs above $100,000 and delay mass production past 2030. Despite that criticism, Tesla shares rose 1.7% on February 25 as investors focused on a record 500,000 EV deliveries in Q4 and expanding margins.
1. Analyst Critiques Tesla Bot Project
The analyst highlighted that Tesla’s humanoid robot faces unrealistic cost targets, projecting production expenses could exceed $100,000 per unit and push broad commercialization beyond 2030. Such skepticism underscores concerns over Tesla’s ability to scale its Optimus robot at competitive price points given current R&D burn rates.
2. Stock Reaction Driven by Record EV Deliveries
On February 25, Tesla shares climbed 1.7% as market focus shifted to robust operational results, including a record 500,000 electric vehicles delivered in Q4. Investors cited improving automotive margins and accelerating software revenue as driving near-term value despite long-term questions around robotics initiatives.