Throughout the first few months of the year, the US stock market has struggled, with the Magnificent 7 taking a notable hit. That has already changed this week, with many of the top companies eyeing a jump in value. That could be magnified for Tesla (TSLA), as it could be just weeks away from a crucial launch that may have the stock eyeing a return to $400.
The Elon Musk-led company has dominated the news cycle in 2025, but not for the best reasons. A brand crisis has stagnated its value, with many pondering if it could ever find its footing again. It has regained some of that value, with the arrival of one key product set to put it over the edge.
Also Read: Tesla (TSLA): The $10T Reason The Stock is a Hedge Fund Favorite in 2025
Tesla Set to Make Long-Awaited Plan a Reality, and It Could See the Stock Surge
The US stock market sell-off that was prevalent throughout the first few months of the year may have finally subsided. Indeed, a continued return to form has seen the S&P 500 nearly wipe out all 2025 losses as investors lean into a rejuvenated market. That could be set to help some top-tier tech stocks that have struggled.
There may be no bigger example of that than Tesla (TSLA), as the company is nearing a product launch that should be among its most important ever and could have the stock eyeing a return to $400. The question is, will the launch arrive the way that the company has promised it would?
Also Read: Tesla (TSLA) Gains For Third Straight Week: $350 Incoming?
Six years ago, Elon Musk promised the arrival of robotaxis for the first time. He raised billions of dollars, with the CEO projecting the arrival in 2020. That did not come to pass. However, Tesla has pushed that launch date back to June 2025, which will see the product arrive next month. Although it would be half a decade late, its timing may be unrivaled.
The EV manufacturer has recently lost its market share in Europe to Chinese competitor BYD. Specifically, the firm sold 11,123 units across Spain, Italy, France, the UK, and Germany. More importantly, BYD’s market share in the UK alone jumped 654% year-over-year. That showcases the need for Tesla to begin its long-awaited shift from EV automaker to full-blown robotics company.
The robotaxi would be a clear statement to that effect. Moreover, it would precede the arrival of the company’s Optimus robots. At his most recent earnings call, Musk promised they would have around 10-20 vehicles on the road. Although it may be late, it could coincide with macroeconomic sentiment that has share prices nearing a bull-case projection of $470 in 2025.