Barclays: Tesla's Robotaxi Core to AI Strategy, Names $360 Price Target

According to Barcleys' latest report, Robotaxi is the most critical component of Tesla's AI strategy. The bank maintains an equal-weight rating on Tesla with a $360 price target. Barcleys outlined Tesla's three growth engines: FSD (Full Self-Driving), Robotaxi, and Optimus humanoid robot. While Optimus holds the largest potential market, Robotaxi combines significant market opportunity with operational commercialization, positioning it as Tesla's most important AI business currently.
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