(BFM Stock Exchange) – The electric car manufacturer indicated to count on a return to the growth of its automotive activity in 2025 and confirmed that it would produce more affordable models from the first half and that it would launch robotaxis during of the year. These different announcements have completely overshadowed quarterly results lower than expectations.

If some business leaders sometimes show caution at the dawn of a new year, this is (really) not the case with Elon Musk. Tesla’s managing director was very optimistic on Wednesday evening at the conference presenting the quarterly results of the automaker.

The South African, who ardently supported US President Donald Trump during his campaign, notably said that the year 2026 would be “epic” for Tesla, before exercises 2027 and 2028 which he predicts to be “ridiculously good”. From 2026, “things will become ballistic,” he added.

Elon Musk even said that there was “a way”, a future, certainly not necessarily easy to reach, where Tesla’s stock market would exceed that combined with five largest current companies (Apple, Microsoft, Nvidia, Alphabet, Amazon ), thanks in particular to its autonomy technologies.

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Less ambitious for 2025?

In the meantime, for 2025, Tesla will focus on the launch of new vehicles and services. Elon Musk had previously mentioned growth of 20% to 30% for automotive activities this year, a forecast that he did not put back on the table on Tuesday evening.

However, the company reiterated, in the presentation of its results, that it aimed at the growth of its automotive activity. Last year, this division saw its income drop by 6%.

Garrett Nelson, analyst at CFRA quoted by Bloomberg, judged that Tesla’s new perspectives on vehicle sales in 2025 had found an echo with investors because they seemed more realistic than the previous promise of Musk of growth going up to 30%.

“The bar has been lowered to much more feasible levels, so they are much more likely to reach it in the future,” he added.

Tesla has also confirmed that new “more affordable” models would be produced in the first half of 2025.

Insofar as the group A, in the past, several times delivered new models late, the confirmation of this calendar is positive for the action, a portfolio manager invested in Tesla told Reuters.

Robotaxis launch in June

In addition, Elon Musk said that the manufacturer would start to launch its Robotaxis service in June in Austin in Texas, with no passenger on board at first. The Robotaxis will then be deployed in other American cities later in the year. The development of large -scale service is planned in 2026.

For Gene Munster, manager at Deepwater Asset Management, Tesla walks around 2025 “pivot”, in transition, during which investments will make it possible to ensure growth from 2026 to 2028.

“Tesla simply lowered the bar for 2025 on the ground and raised the bar for 2026, 2027 and 2028 to the stars,” said the active manager on X (ex-Twitter).

All of these comments on the plan produced by Tesla and on the prospects relegated to the background of the disappointing quarterly results.

From October to the end of December, Tesla saw its revenues of 25.7 billion dollars, against expectations listened to $ 27.26 billion, according to a LSEG consensus cited by CNBC. The profit per share has established 73 cents against 76 cents expected.

Gene Munster evokes “disorderly” results with in particular a gross margin of the automobile excluding credits of 13.6% while the market awaited a rate of 15%. This 13.6% ratio is the “worst figure in five years,” he added.

At Wall Street, the Tesla action took 4.1% Tuesday evening in post-cloth exchanges.

The Tesla title experienced a real rally after the election of Donald Trump at the White House last November. This allowed the action to take more than 60% last year. The market has anticipated Tesla favorable measures from the Trump administration, such as initiatives to promote the adoption and development of autonomous vehicles.