Tesla’s Self-Driving Ambitions Could Add $1 Trillion To Valuation In 2026, Says Dan Ives

Speaking to CNBC, Ives stated that he views 2026 as a milestone for CEO Elon Musk and Tesla’s broader strategy, highlighting autonomous technology as a key growth driver.
Dan Ives, Chairman of Eightco ($ORBS) attends during the Fan Event at World Flagship Space Seoul.
Dan Ives, Chairman of Eightco ($ORBS) attends during the Fan Event at World Flagship Space Seoul.(Photo by Myunggu Han/Getty Images for Eightco ($ORBS))
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Shivani Kumaresan·Stocktwits
Updated Dec 30, 2025   |   7:23 AM EST
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Dan Ives, managing director at Wedbush Securities, reportedly said on Tuesday that Tesla Inc. (TSLA) is positioning itself for a pivotal year in 2026 as the company advances its autonomous vehicle technology.

Speaking to CNBC, Ives stated that he views 2026 as a milestone for CEO Elon Musk and the company’s broader strategy, highlighting autonomous technology as a key growth driver.

“2026 could be the most important year in its history for Musk.”

-Dan Ives, Managing Director, Wedbush Securities

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According to Ives, Tesla’s self-driving capabilities could create enormous value, potentially adding a trillion dollars to the company’s overall valuation.

“We think autonomous is worth a trillion dollars alone to the Tesla story,” said Ives. 

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