Zacks Investment Ideas feature highlights: TSLA, GOOGL, LYFT, UBER, BYDDF and XPEV

For Immediate ReleaseChicago, IL – December 11, 2025 – Today, Zacks Investment Ideas feature highlights Tesla TSLA, Alphabet GOOGL, Lyft LYFT, Uber Technologies UBER, BYD BYDDF, Nio NIO and Xpeng XPEV.Tesla's New Bull Case: FSD, Brand Recovery & China StrengthAfter a long and frustrating transitional period, three catalysts suggest that Tesla has turned the corner and is ready to have a strong 2026, including:Tesla Unsupervised FSD is Becoming RealityAlphabet’s ‘Waymo’ service is off to a wide lead in the battle for robotaxi supremacy. Earlier this week, Waymo announced that it is far ahead of its robotaxi competition and that the company has completed over 14 million paid robotaxi trips in 2025, and that it is on pace to reach the one million rides per week milestone by the end of 2026. Nevertheless, with Waymo currently operating in only five major cities, the battle for robotaxi supremacy is in its infancy.Meanwhile, Tesla’s robotaxi program has only debuted in two cities (Austin, Texas & San Francisco, California). Nevertheless, Tesla has two critical advantages that will allow it to catch up to and even surpass Waymo rapidly – scalability and cost. Waymo robotaxis rely on expensive lidar technology that can cost ~$10-$12k. Conversely, Tesla robotaxis rely on camera and vision technology that costs ~$400 per vehicle.Until now, Tesla’s robotaxi roadblock has been the long wait to achieve full self-driving (FSD) and to deliver robotaxis without a safety rider. However, data sourced from the betting market Kalshi suggests the wait may be over. According to Kalshi, there is a 77% chance that Tesla will launch unsupervised FSD before 2026.Tesla CEO Elon Musk recently exhibited high confidence in his company’s robotaxi future, posting on X that “Waymo never really had a chance against Tesla. This will be obvious in hindsight.” Meanwhile, in another interview, Elon Musk said that unsupervised FSD is “pretty much solved at this point.” In related news, rideshare giants Lyft and Uber Technologies sold off hard on Wednesday on above-average volume turnover.Tesla Brand Reputation Has HealedIn early 2025, Elon Musk stepped away from his numerous businesses (including Tesla) to become a “special government employee” and spearhead the “Department of Government Efficiency” (DOGE) under the Trump Administration. However, Musk’s decision to tackle government waste, fraud, and abuse backfired significantly for his own businesses. Tesla cars and dealerships across the country were vandalized as sales plunged.That said, data from predictive insight firmHundredX suggests that enough time has passed and that the Tesla brand has healed. The data shows that Tesla’s net purchase intent (NPI) and brand value/trust have fully recovered after plunging in early 2025.Tesla China has Turned the CornerAmid a weak economy and cutthroat competition from automakers such as BYD, Nio and Xpeng, Tesla has experienced stagnant sales in its second-largest market, China. That said, fresh data suggests Tesla China has turned the corner. Last week, the Model Y was the top-selling vehicle in China.Meanwhile, the Tesla Model S is completely sold out in China.Bottom LineAfter a turbulent stretch, the pieces are finally aligning for Tesla. With unsupervised FSD nearing launch, brand trust recovering, and renewed Chinese demand, Tesla enters 2026 with momentum.Free: Instant Access to Zacks' Market-Crushing StrategiesSince 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.Get all the details here >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.Free Report: Profiting from the 2nd Wave of AI ExplosionThe next phase of the AI explosion is poised to create significant wealth for investors, especially those who get in early. It will add literally trillion of dollars to the economy and revolutionize nearly every part of our lives.Investors who bought shares like Nvidia at the right time have had a shot at huge gains.But the rocket ride in the "first wave" of AI stocks may soon come to an end. The sharp upward trajectory of these stocks will begin to level off, leaving exponential growth to a new wave of cutting-edge companies.Zacks' AI Boom 2.0: The Second Wave report reveals 4 under-the-radar companies that may soon be shining stars of AI’s next leap forward.Access AI Boom 2.0 now, absolutely free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Tesla, Inc. (TSLA): Free Stock Analysis Report Alphabet Inc. (GOOGL): Free Stock Analysis Report NIO Inc. (NIO): Free Stock Analysis Report Lyft, Inc. (LYFT): Free Stock Analysis Report Uber Technologies, Inc. (UBER): Free Stock Analysis Report XPeng Inc. Sponsored ADR (XPEV): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks