Dan Ives Sees A ‘Monster Year Ahead’ For Tesla And Musk – His Bull Case Says EV Giant’s Market Cap Could Hit $3 Trillion By 2026-End

The analyst expects Tesla’s market capitalization to rise by 33% to $2 trillion, with the surge expected to hit around 100% in a bull case scenario.
Tesla CEO Elon Musk attends the official opening of the new Tesla electric car manufacturing plant on March 22, 2022 in Germany. (Photo by Christian Marquardt - Pool/Getty Images)
Tesla CEO Elon Musk attends the official opening of the new Tesla electric car manufacturing plant on March 22, 2022 in Germany. (Photo by Christian Marquardt - Pool/Getty Images)
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Rounak Jain·Stocktwits
Published Dec 15, 2025   |   6:38 AM EST
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Dan Ives, Global Head of Tech Research at Wedbush, on Monday predicted that Tesla Inc.'s (TSLA) market capitalization could double to $3 trillion by the end of 2026.

“Heading into 2026 this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins,” Ives said in a post on X.

Ives expects Tesla’s market capitalization to rise by 33% to $2 trillion in 2026, while his bull case scenario sees a 100% rally by the end of the year. 

Dan Ives' post on X
Dan Ives' post on X | @divestech/X

Tesla shares were up more than 1% in Monday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘bullish’ territory at the time of writing.

Get updates to this story developing directly on Stocktwits.

Also See: Is TSLA Stock Fully Priced For Autonomy? Here's What Gary Black Thinks

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