Sep. 8 at 8:44 PM
Goldman Sachs analyst Mark Delaney said Tesla’s Cybercab could have a significant cost advantage in autonomous vehicles, with operating costs potentially
$0.05-
$0.30 per mile lower than rivals such as Alphabet’s Waymo. The comments helped revive investor confidence after Tesla shares fell nearly 6% following a disappointing Cybercab launch event in Austin and a federal safety review of nearly 1,000 vehicles.
Delaney noted that Tesla’s camera-only sensor system and low-cost vehicle design could strengthen robotaxi profitability, although software scalability—not manufacturing alone—will be the main driver of long-term valuation. Tesla’s autonomous fleet has also surpassed 1 million unsupervised miles. Goldman maintained a Hold rating and
$360 price target.
Tesla also gained regulatory momentum after Slovenia approved FSD Supervised, becoming the sixth European country to authorize the system, while a potential EU-wide vote could come on Oct. 6.
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