JPMorgan Hints At Another Delay For Tesla Optimus Release

Tesla shares fell after JPMorgan said the company’s Optimus humanoid robot production timeline has slipped again. The bank now expects production to begin in the coming months, with commercial sales pushed to the second half of 2027, compared with Tesla’s earlier guidance of production starting this summer and sales potentially beginning by late 2026. The delay matters because investors have assigned meaningful value to Tesla’s future robotics business, and repeated slippage undermines confidence in the company’s long-term growth story. The article also notes that Tesla stock dropped more than 2% on the day and had already fallen 14.5% in late July after a weak earnings call, leaving the shares down about 24% for the year. The market takeaway is that execution risk on Optimus remains high, and near-term sentiment on TSLA is pressured by uncertainty around robotaxi, self-driving, and humanoid robot commercialization.