Tesla’s $420 Price Includes Free Optimus: Piper

A new investment analysis suggests investors buying Tesla (TSLA) stock today are acquiring a major future business at no extra cost. Specifically, Piper Sandler analyst Alexander Potter states that purchases near the $420 level come with the Optimus robot venture included for free.

Consequently, the firm’s detailed discounted cash flow model values Tesla’s 17 existing product lines at roughly $400 per share. “Critically, this analysis excludes Optimus, Tesla’s forthcoming humanoid robot,” Potter wrote. He therefore argues that at the current price, the market is not assigning any value to the humanoid robotics division.

However, the broader Tesla stock forecast for 2026 shows a deeply divided Wall Street. Bulls focus on AI and robotaxi progress, while bears highlight the stock’s elevated P/E ratio above 364.

Meanwhile, the consensus price target from 41 analysts averages just $398.42, notably below the recent trading price of $446.45. This disparity creates a case for potential share price weakness as May continues.

On the other hand, Potter reiterated an optimistic $500 price target for Tesla. The calculation is straightforward: $500 minus the $400 base valuation leaves $100 per share for Optimus and other excluded assets.

Potter believes this $100 allocation for future projects is actually quite conservative. “Some would argue that’s far too low (we’re inclined to agree),” he noted in his analysis.

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