Business Insider
17 Oct 2026, 09:09 UTC · 1h ago
Here's how Tesla's new Roadster is a completely different car from the 2017 version
Impact · against what's priced in
The unveiling of the new Roadster is not a material catalyst for TSLA. The 2028 production target ensures that this halo vehicle will not contribute to top-line revenue or margins in the near term, leaving the stock's valuation dependent on FSD v15 and robotaxi commercialization.
- TSLA+0.00
Doesn't touch the price's assumptions
- The price assumes
The current, contracting automotive business
The Roadster is a low-volume halo car with production not targeted until 2028, meaning it cannot offset the current annual contraction of the core automotive business.
What TSLA's price assumes · Aug 25
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