According to Sawyer Merritt, Truist Securities analyst William Stein has raised Tesla's price target to $444, citing the company's AI-driven products and services as the core of its market value (Sawyer Merritt, Dec 19, 2025). The most immediate AI opportunity is Tesla's Robotaxi service, powered by its Full Self-Driving (FSD) technology, which is expected to expand to new cities in 2026. However, Stein notes that the unpredictable rollout schedule and ongoing imperfections in FSD performance, along with competitive pressures, may contribute to volatility for TSLA. These developments emphasize the growing significance of AI applications in mobility and highlight substantial business opportunities in autonomous vehicle services and AI-powered transportation solutions.

According to Sawyer Merritt, Tesla has introduced a new centralized feedback portal allowing users to submit feature requests, report issues, and provide feedback on AI-driven services like Robotaxi and Supercharging. This platform routes feedback directly to relevant Tesla teams, improving internal tracking and customer service efficiency (source: @SawyerMerritt). Users receive an ECHO number for reference, enhancing transparency and accountability. The feature is currently available via web accounts and will soon be integrated into the Tesla mobile app. This move demonstrates Tesla's commitment to leveraging AI and automation for scalable customer engagement, offering business opportunities in workflow automation and data-driven service optimization.