Aditya Raghunath
4 min read
In This Article:
A groundbreaking UBS report projects the humanoid robot market will explode from 2 million units by 2035 to 300 million by 2050, creating a massive $1.4 trillion to $1.7 trillion addressable market. This technological revolution addresses critical labor shortages and aging populations worldwide, positioning three key stocks as primary beneficiaries.
Tesla (TSLA) leads the charge with its Optimus humanoid robot, designed to revolutionize manufacturing and household applications. Its vertical integration and AI expertise position Tesla perfectly for mass production of humanoid robots.
-
These 3 Stocks Have Been Hot in 2025. Should You Sell Them Now Before It’s Too Late?
-
Is Tesla a Buy or Sell as TSLA Stock Zooms on Austin Robotaxi Launch?
Tesla transformed from selling 32,000 electric vehicles in its early days to almost 2 million units in 2024, becoming the world’s largest electric automaker for most of that period. However, CEO Elon Musk has dramatically shifted the company’s focus from its original 2006 mission of transitioning the world to sustainable transportation.
Musk now positions Tesla as “the world’s biggest robotics company,” emphasizing autonomous vehicles and humanoid robots over traditional EVs. Musk has in recent years unveiled the Cybercab robotaxi and Robovan prototypes.
Tesla plans to invest $10 billion in autonomous technology and produce 5,000 Optimus humanoid robots in 2025. Musk boldly predicts Optimus will become “the biggest product of all time by far.”
Tesla bulls view robotics as crucial for future growth, while skeptics argue the company has abandoned its sustainable transportation mission for uncertain ventures, questioning whether robotics will deliver compared to focusing on affordable EVs with massive market potential.
Out of the 41 analysts covering TSLA stock, 14 recommend “Strong Buy,” two recommend “Moderate Buy,” 15 recommend “Hold,” and 10 recommend “Strong Sell.” The average TSLA stock price target is $292, below the current price near $345. Investors should note that UBS does not have a “Buy” rating on Tesla but does acknowledge the company is poised to benefit from the rise of robotics.
Taiwan Semiconductor (TSM) emerges as a critical enabler, manufacturing the advanced chips that power robot brains. As humanoids require sophisticated processing capabilities, TSM’s cutting-edge semiconductor technology becomes indispensable.
