Behind SpaceX's IPO, Tesla Is Quietly Preparing for Major Growth
2026-06-08
Tesla is once again in the global market spotlight. Amid massive speculation regarding SpaceX IPO which is rumored to be one of the largest share offerings in history, investor attention is turning back to Tesla.
Interestingly, it is not the electric vehicle business that is the main reason for this optimism, but rather Tesla’s expansion into robotics, artificial intelligence (AI), and autonomous vehicles.
This view is further strengthened after JP Morgan upgraded Tesla stock from underweight to neutral while significantly raising the price target.
This move indicates that several institutions are beginning to see Tesla as a future technology company, not just an electric vehicle manufacturer.
Key Takeaways
- JP Morgan raised Tesla’s price target from US$145 to US$475 due to the potential of robotaxi, AI, and humanoid robots.
- SpaceX IPO is expected to increase investor attention to Elon Musk’s overall technology ecosystem.
- Traders can now gain exposure to the Tesla narrative through tokenized stock TSLAX available on Bittime.
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JP Morgan Reverses Course on Tesla Stock
For the past few years, many analysts focused on the slowdown in Tesla’s electric vehicle sales growth. However in 2026, that narrative is beginning to change.
JP Morgan now believes that Tesla’s long-term value no longer comes solely from its automotive business.
According to the analyst team led by Rajat Gupta, investors are increasingly paying attention to several new business lines that have the potential to become the company’s main revenue sources in the coming decade.
Some of the sectors considered to be Tesla’s new growth engines include:
- Robotaxi and autonomous vehicles
- Optimus humanoid robot
- AI infrastructure and computing chips
- Energy storage
- Technology licensing and software
Based on the report, Tesla has a vertical integration advantage between hardware and software that is difficult for competitors to replicate.
This is why the Tesla stock price target was raised by more than 227%, from US$145 to US$475 per share.
Also read: When Did Tesla Invest in Bitcoin?
SpaceX IPO Creates Positive Effect for Tesla
At the same time, market attention is also focused on SpaceX’s planned IPO, which is estimated to have a valuation of up to US$1.7 trillion.
If realized, the SpaceX IPO has the potential to become one of the largest share offerings in modern capital market history.
Although Tesla and SpaceX are different entities, both are led by Elon Musk and share similarities in developing advanced technology.
Therefore, many investors see the SpaceX momentum as a catalyst that can increase market interest in Elon Musk’s entire business ecosystem.
The Tesla vs SpaceX narrative is no longer about which company is bigger, but how both companies can mutually strengthen investor perception of future technology.
The greater the expectations for SpaceX, the higher the market attention toward Tesla as an AI, robotics, and autonomous transportation company.
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Tesla is No Longer Just an Electric Car Company
One of the most interesting points from JP Morgan’s report is how they redefine Tesla.
According to analysts, Tesla currently operates in five interconnected main markets:
- Electric vehicles
- Energy storage
- Robotaxi
- Humanoid robots
- Technology infrastructure and software
The total potential market from these five sectors is estimated to reach US$3.9 trillion by 2035.
In other words, the future of Tesla stock in 2026 no longer depends solely on the number of cars sold each year.
Instead, investors are beginning to calculate the potential monetization of AI technology, robotics, and autonomous services which have higher profit margins than traditional automotive businesses.
Also read: SPCX Token Soars Nearly 100%, Is the SpaceX IPO Memecoin on Solana Still Worth Buying?
Tesla Stock Prediction Until 2030
JP Morgan also provided quite aggressive projections for Tesla’s financial performance.
According to their estimates:
- Tesla’s revenue has the potential to increase from around US$95 billion in 2025 to US$203 billion in 2030.
- Earnings Per Share (EPS) is projected to rise from around US$1.95 in 2026 to US$7.50 in 2030.
- Nearly 50% of revenue growth is expected to come from new businesses outside of electric vehicles.
These projections form the main basis for a more optimistic long-term Tesla stock forecast compared to previous years.
Nevertheless, investors still need to pay attention to various risks such as autonomous vehicle regulations, AI safety, and Tesla’s ability to execute mass production of technologies that are still in development.
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How to Get Tesla Exposure Through TSLAX on Bittime
For investors who want to follow Tesla’s growth narrative without having to access the US stock market directly, one available alternative is tokenized stock TSLAX.
Bittime currently presents a TSLAX trading campaign that allows users to earn rewards based on trading volume.
TSLAX Campaign Reward on Bittime
The campaign period runs from June 3–17, 2026.
Users who trade have the opportunity to earn TSLAX rewards of up to Rp10 million.
The bigger the trading volume achieved, the greater the chance to earn rewards.
This program is one way for traders to gain exposure to the Tesla narrative that is once again becoming the center of global market attention.
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Conclusion
JP Morgan’s upgrade shows a major shift in how the market values Tesla.
If previously the company was viewed as an electric vehicle manufacturer, Tesla is now increasingly seen as a technology company operating in AI, robotics, and autonomous transportation.
On the other hand, speculation about the SpaceX IPO further strengthens investor interest in Elon Musk’s overall ecosystem. The combination of these two factors makes Tesla stock prospects an interesting topic to watch in the coming years.
For investors who want to follow this narrative, tokenized stocks like TSLAX can be one alternative to gain exposure to Tesla’s continuously evolving growth story.
Besides TSLAX, you can also trade other tokenized stocks such as AAPLX, AMZNON, NVDAX, and many more available only on Bittime market.
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FAQ
Why did JP Morgan raise Tesla’s stock price target?
JP Morgan believes Tesla’s future growth will be driven more by robotaxi, humanoid robots, AI, and software rather than traditional electric vehicle business.
What is JP Morgan’s price target for Tesla stock?
JP Morgan raised Tesla’s price target from US$145 to US$475 per share, an increase of more than 227%.
What is the relationship between Tesla and SpaceX?
Both companies are led by Elon Musk. Although they operate in different sectors, investors often see them as part of the future technology ecosystem that mutually reinforces each other.
Can SpaceX IPO affect Tesla?
Indirectly, yes. The SpaceX IPO has the potential to increase investor interest in all companies related to Elon Musk, including Tesla.
What is TSLAX on Bittime?
TSLAX is a tokenized stock asset that provides exposure to the Tesla narrative. Bittime users can also participate in the TSLAX trading campaign to earn rewards of up to Rp10 million.
Disclaimer: The views expressed belong exclusively to the author and do not reflect the views of this platform. This platform and its affiliates disclaim any responsibility for the accuracy or suitability of the information provided. It is for informational purposes only and not intended as financial or investment advice.
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