{
  "id": 8936328,
  "title": "Tesla Optimus sales revenue unlikely before 2029, Oppenheimer says",
  "url": "https://urgent.news/2026/09/21/tesla-optimus-sales-revenue-unlikely-before-2029-oppenheimer-says",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-21T14:05:18.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/stock-market-news/tesla-optimus-sales-revenue-unlikely-before-2029-oppenheimer-says-4909280"
  },
  "original_language": "en",
  "account": "Tesla's Optimus humanoid robot sales revenue is not expected to begin generating income before 2029, according to Oppenheimer analyst Colin Rusch. During a visit to Tesla's Austin operations, Rusch said the company had focused on finalizing the hardware design for Optimus, aiming for first commercial revenue by late 2027. However, Rusch was more cautious than market expectations, stating that limited production is likely due to hardware and software complexity, as well as supply chain preparation. He pushed his Optimus ramp assumptions by two quarters, noting that supply chain readiness and software intricacy will impede early revenue. Despite this, Rusch remains optimistic about other segments of Tesla's business. He highlighted the Cybercab, which is driving manufacturing costs down through a modular design, achieving up to 40% mass reduction. He also emphasized Tesla's 50% to 60% robotaxi cost advantage, becoming a reality. Additionally, Tesla's push into semiconductor manufacturing is described as bold and critically important, with a focus on de-risking supply and optimizing the most critical component, targeting a $25 billion-plus capital spending investment. Oppenheimer maintained its 2026 revenue estimate at $105 billion, but trimmed 2027 to $108.8 billion, reflecting the slower Optimus ramp and faster Cybercab production.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Investing.com",
        "title": "Oppenheimer maintains Tesla stock rating on AI platform shift",
        "url": "https://urgent.news/2026/09/21/oppenheimer-maintains-tesla-stock-rating-on-ai-platform-shift",
        "published": "2026-09-21T12:44:49.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}