Tesla's 45 Cybercabs Face a $1.3 Trillion Reality Check
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Tesla's 45 Cybercabs Face a $1.3 Trillion Reality Check Khac Phu Nguyen Thu, September 3, 2026 at 5:34 PM EDT 1 min read TSLA GOOG This article first appeared on GuruFocus . Tesla ( NASDAQ:TSLA ), the electric-vehicle and artificial-intelligence powerhouse, puts its Cybercab center stage Thursday while shares trade at $381.25. Reuters reported that the two-seat machine eliminates the steering wheel and sits at the heart of Tesla's autonomous ride-hailing ambitions. The vision is enormous. The operating footprint is notat least not yet. Warning! GuruFocus has detected 5 Warning Signs with TSLA. Is TSLA fairly valued? Test your thesis with our free DCF calculator. Texas data counted 420 registered Tesla autonomous vehicles, but just 45 were Cybercabs. Alphabet's Waymo had 988 vehicles registered in the state. Cybercab production started in April, yet volumes remain thin, federal rules restrict vehicles without traditional controls and crucial California permits are still missing. Tesla has built the headline. Now it needs regulatory clearance and thousands more vehicles. Cybercabs make up only about 10.7% of Tesla's registered autonomous fleet in Texas, leaving the company closer to a controlled rollout than a scaled commercial network. Tesla delivered more than 480,000 vehicles last quarter, proving it can manufacture at breathtaking scalebut robotaxis must still produce permits, utilization and paying passengers. The valuation picture raises the pressure: Tesla's $381.25 share price sits 14.22% above its $333.79 GF Value, signaling that investors already expect serious execution.
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