10 AI Stocks Making Waves on Wall Street

3. Tesla, Inc. (NASDAQ:TSLA)

Number of Hedge Fund Holders: 99

Tesla, Inc. (NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives. One of the biggest analyst calls for Thursday, January 16, was for Tesla, Inc. Goldman Sachs reaffirmed its “Neutral” rating with a steady price target of $345. The company continues to dominate the automotive market with a market capitalization of $1.37 trillion. As such, the firm is optimistic about its full self-driving technology but has also cautioned that it will take time. Analysts have revised their model to include Tesla’s Full Self Driving (FSD) capabilities and robotaxi revenues in the forecast for 2027. It said that internal demos, crowdsourced feedback, and third-party evaluation have revealed how the company has been making strides in FSD technology. Nevertheless, the firm states that these gains also come with some caveats. This is particularly true for Level 3 (L3) autonomy where drivers can turn away their attention from the road safely. Tesla’s robotaxi business is expected to go live in the second half of 2026, generating a revenue of roughly $115 million in 2027. However, the firm expects the Robotaxi segment to have a neutral effect on Tesla’s consolidated (EPS) in the early stages.

“We do not expect FSD to be safer than a human in 2Q of this year, as Tesla targets. However, we believe FSD attach rates/monetization could pick up from what we believe are relatively low levels currently as performance improves, and we assume some increase in Tesla’s automotive gross margin in 2026/2027 in part as a result of higher FSD revenue.”