Tesla Cybercab Adds 150 New Registrations in a Single Day, Texas Autonomous Fleet Expands to 739 Vehicles
nashnova research
Tesla registered 150 Cybercabs in Texas on October 8 — the model's biggest single-day jump — pushing the total autonomous fleet to 739 vehicles; Wall Street's top price target now sits at $600, a bet that self-driving can underpin a trillion-dollar valuation.
150 in one day — what does that pace signal?
Texas DMV records show Cybercab added 150 registrations on October 8, lifting the total from 169 to 319 — the largest single-day increase since the model entered the system on August 31.
Combined with 420 retrofitted Model Ys, Tesla's Texas autonomous fleet now stands at roughly 739 vehicles.
This means → Cybercab is no longer a concept-stage showpiece; it is hitting real roads at a trackable, registry-verified pace.
Why did a few hundred cars move the stock?
Tesla shares rose over 2% on Friday, closing at $384.48, after the registration data surfaced.
In plain terms = Tesla's core car-selling business is under pressure, and the market needs a fresh narrative to support the valuation. Robotaxi expansion data fills that gap.
This reflects a broader dynamic: as vehicle-sales growth slows, every concrete self-driving milestone carries outsized weight on the stock.
How high are Wall Street's price targets?
Tigress Financial reiterated a "buy" rating with a $550 target — implying roughly 47% upside from the current price.
The firm lists Cybercab as one of five growth drivers, arguing it forms a "physical-AI growth flywheel" alongside FSD subscriptions (Tesla's monthly-fee self-driving software), the Optimus robot, the energy business, and SpaceX synergies.
Wedbush analyst Daniel Ives goes further — $600, the Street's highest target. He values Tesla's autonomous and AI businesses at "at least" $1 trillion and sees the company's market cap reaching $2–3 trillion within a year or two.
What does it take for these forecasts to hold up?
One metric matters most: whether Cybercab registrations can sustain their pace, not just spike on a single day.
This means → if weekly registrations drop back to single digits, today's bullish thesis is built on sand; if the triple-digit pace holds, the trillion-dollar narrative gains a data foundation.
Put simply = Wall Street has written a very large check, but the cash-it window hangs on a registration curve that is still very short.
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