Barclays has upgraded $TSLA to Overweight and set a $450 price target, pointing to a significant acceleration in Robotaxi miles driven. Tesla has reportedly accumulated nearly 2 million unsupervised miles, with activity growing around 8x last quarter. Meanwhile, FSD adoption has exceeded 75% of new vehicle deliveries across North America. These developments highlight growing momentum in Tesla’s autonomous driving ambitions, though execution and wider adoption remain key factors to watch.
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