Analysts downgraded Tesla from Buy to Hold, citing hardware limitations expected to delay mass-market commercialization of its Optimus humanoid robots. They say the robots require advanced 2–3-nanometer AI chips. Sufficient quantities are not expected until 2027 or 2028, potentially postponing a significant future revenue stream for the automaker.
The delay has raised concerns about market volatility and investor disappointment because robotics is considered a cornerstone of Tesla’s long-term valuation. Analysts still see long-term potential in Tesla’s robotics leadership.
As of early October 17, 2026, Tesla shares traded around $351.56. The stock was down about 3% over the past day.