Tesla (TSLA-US) Executive: $100B Valuation Not Impossible with Massive Integration

Tesla CEO Elon Musk said on February 7, 2026, a $100 billion market valuation is not impossible if the company makes extraordinary efforts and invests heavily to integrate automotive, autonomous ride-hailing, energy storage, and manufacturing capabilities. Currently valued at about $1.5 billion, reaching $100 billion would require roughly 65x growth. Analysts see an upside hingeing on commercialization of autonomous and robotaxi fleets, where at 30% penetration and 50% market share, the ride-hailing unit could reach $2.5 trillion in revenue by 2035. However, the path is uncertain amid competition from Waymo and other AV firms, volatility in EV demand, and higher CAPEX. While some view Tesla as a platform for AI and automation, achieving the $100B target remains speculative until core technologies generate sustainable cash flow.