Tesla's (TSLA) 'Investment Year' Strategy Is Turning Heads on Wall Street

Tesla, Inc. (NASDAQ:TSLA) is one of the AI stocks currently on Wall Street’s radar.

Benchmark has framed 2026 as an investment year for Tesla, believing in the EV maker’s long-term value tied to its valuation into a physical AI and platform-based company. On February 11, analyst Mickey Legg reiterated a Buy rating on the stock with a $475.00 price target.

The firm noted that Tesla has entered 2026 amid a strategic shift, prioritizing reinvestment and platform development over near-term earnings optimization. Even though the company has been facing this transition, Q4 results have been a reflection of margins resilience, energy growth, and cash generation.

That said, Benchmark believes that its outlook for 2026 reflects “an investment year as spending accelerates across autonomy, AI, robotics, and energy infrastructure.” The firm maintains its valuation framework against this backdrop, contending that any near-term upside is likely to be driven by technical and sentiment-driven factors.

Meanwhile, longer-term value creation for the company remains tied to Tesla’s evolution into a physical AI, software, and fleet-based platform.

“Maintain Buy & $475 Price Target.”

Tesla, Inc. (NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives.

While we acknowledge the potential of TSLA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.