Tesla Expands Cybercab Fleet to Strengthen Robotaxi Operations
Tesla, Inc. TSLA has doubled the size of its Cybercab fleet operating under its Robotaxi program in Austin, TX, to more than 100 vehicles over the weekend.
The expansion adds more steering-wheel-free and pedal-free Cybercabs to Tesla’s ride-hailing service and strengthens the overall size of its Robotaxi fleet, per Teslarati. Riders reportedly received notifications through the Robotaxi app stating that the “Cybercab fleet has doubled: more rides available.”
Tesla began offering Cybercab rides in early September, although its broader Robotaxi service has been operating for more than a year, with initial rides starting last summer. The Cybercab represents a significant milestone for Tesla, as the two-seat vehicle is specifically designed for fully autonomous operation without requiring human intervention.
For now, Cybercab rides are limited to Austin, though the vehicles have been spotted undergoing testing across several U.S. states and regions. Tesla has indicated plans to expand Cybercab deployments to additional U.S. cities in the coming months, assuming the rollout progresses as planned.
Cybercab availability increased from 58 vehicles on Sept. 21, 2026, to 125 on Sept. 25, 2026, marking a substantial fleet expansion. The additional vehicles could help address previously lengthy wait times, particularly for Cybercab rides.
The rapid increase in fleet size also indicates Tesla’s growing confidence in its driverless ride-hailing operations. In particular, the expansion suggests the company believes its Full Self-Driving software can manage a broad range of traffic conditions without direct human control or supervision.
TSLA’s Zacks Rank & Key Picks
Tesla currently has a Zacks Rank #4 (Sell).
Some better-ranked stocks in the auto space are Mobileye Global Inc. MBLY and Garrett Motion Inc. GTX. While MBLY sports a Zacks Rank #1 (Strong Buy), GTX has a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for MBLY’s 2026 sales and earnings implies year-over-year growth of 5.6% and 36.1%, respectively. The EPS estimate for 2026 and 2027 has improved 3 cents each over the past 60 days.
The Zacks Consensus Estimate for GTX’s 2026 sales and earnings implies year-over-year growth of 7.2% and 25.7%, respectively. The EPS estimate for 2026 and 2027 has improved 10 cents each over the past 60 days.
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This article originally published on Zacks Investment Research (zacks.com).
