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Investor enthusiasm around tesla optimus is helping push Tesla shares higher as analysts race to quantify the emerging humanoid robot opportunity. Tesla stock rallies on renewed robot optimism Tesla shares closed at $454.48 on Thursday, up 1.7% for the day. The move followed a 4.1% rally on Wednesday, when growing excitement about the company’s robotics plans captured Wall Street’s attention. This was only the 13th time Tesla finished above $450. The prior close at that level came about a month earlier, on November 5. However, the latest surge has a different driver than past moves, with humanoid robots quickly becoming a central narrative. The latest push began after Barclays analyst Dan Levy highlighted potential White House support for robotics. He pointed to a possible 2026 executive order focused on humanoid robot development that is reportedly under consideration. Levy argued that advanced robotics are emerging as a key competitive front with China. Moreover, he noted that companies are positioning to secure federal funding and tax incentives aimed at industrial automation and next-generation manufacturing. The research note immediately boosted interest in Tesla’s Optimus project. Elon Musk has said he plans to start selling Optimus to external customers in 2026, though the product is still in development and remains unproven at scale. That said, the robot is not yet commercially available. There is still no confirmed pricing, cost structure, or reliable demand data, leaving investors to model the economics with only Musk’s high-level comments as a guide. Analysts build early models for the Optimus business Wall Street analysts are now attempting to size the humanoid robot market despite scarce hard data. Baird analyst Ben Kallo built his framework around Musk’s remarks that Optimus unit costs could reach roughly $20,000, with potential gross margins near 50% once the line matures. Kallo upgraded Tesla to…

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Filed under: News - @ December 5, 2025 8:17 pm