2 Things Every Tesla Investor Needs to Know

• Tesla faces steeper contention successful 2026.

• Robotaxis could present a multitrillion-dollar opportunity.

• These 10 stocks could mint the adjacent question of millionaires ›

With a $1.2 trillion marketplace cap, Tesla (NASDAQ: TSLA) is the largest electrical conveyance (EV) banal successful the world. And 2026 could beryllium a pivotal twelvemonth for the company. CEO Elon Musk precocious made a bold prediction for 1 of Tesla's astir breathtaking divisions. But earlier you leap in, determination are 2 things each capitalist indispensable cognize astir this promising maturation stock.

Tesla is known for galore things: star rooftops, self-driving vehicles, robotic humanoids. But erstwhile it comes down to elemental dollars and cents, electrical car income stay the company's biggest fiscal mover. Roughly 80% of the company's income inactive travel from EVs. More than 90% of EV sales, meanwhile, travel from conscionable 2 models: the Model Y and the Model 3.

In a nutshell, these 2 models power a bulk of Tesla's fiscal concern erstwhile it comes to income and profits. It's nary astonishment that these models are besides Tesla's cheapest options, with prices for some starting beneath $50,000.

For years, Tesla has dominated the cheaper extremity of the EV income spectrum. The Model Y and Model 3 person been the apical 2 EV models industrywide for galore years. But successful 2026, contention could vigor up significantly. More than a twelve caller EV models are expected to debut adjacent year, with respective cardinal models expected to beryllium priced nether $50,000. EV rival Rivian Automotive, for example, is expected to statesman accumulation connected up to three caller models priced nether that captious threshold.

For years, EV buyers person flocked to Tesla's cheaper models owed to a deficiency of meaningful competition. But adjacent year, we could spot income unit connected Tesla's best-selling models. That's a interest considering Tesla's income maturation already stagnated successful 2025. But each of this won't substance if Tesla tin execute connected the large maturation accidental outlined below.

Tesla banal trades astatine an astounding 15 times sales. Rivian, for comparison, trades astatine conscionable 3 times sales. There are galore reasons for this valuation discount. But the biggest origin is apt Tesla's accidental to turn arsenic a robotaxi provider. Some analysts deliberation that the robotaxi marketplace could yet beryllium worthy $5 trillion to $10 trillion. And by galore accounts, Tesla is successful the driver's spot for growth, competing lone with a fistful of different robotaxi ventures tally by the likes of Alphabet and Uber Technologies.