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whip bullsman reported that on september 28, according to foreign reports, with thetesla the robotaxi is about to launch, and analysts are taking the opportunity to comment on the vehicle's impact on the company's stock.

many would say that robotaxi and tesla's eventual rollout of its full self-driving suite will be the biggest catalysts for the stock.

running a fleet of robotaxi for car owners so they can make money while they sleep, licensing the kit to other automakers, and various other things seems like it would obviously be a huge positive for the stock as a whole.

however, one analyst said that was not his focus and there were other, more exciting things going on.

the future fund's gary black believes the bigger catalyst for tesla's stock price is the $25,000 car.

this is because if tesla breaks into the affordable compact car segment andtoyota corolla(the only one behind last year’s best-seller list was Model Y car) and other models, tesla's sales will be better, which will lead to a better stock price.

black explained in an interview with schwab network:

“my $270 [price target] only includes fsd take-up. i’m not factoring in any price for robotaxi. over the next decade, i’m going to be significantly increasing energy spending, significantly increasing service spending. but the automotive business is a big part of that $270 part of that. look, you can be excited about owning a $tsla, the big deal for me is a $25,000 to $30,000 car... it's reminiscent of 2020 when they launched the model y. the model y was a new category... …the bears say it’s just a large Model 3. that's not the case, because you're getting a whole new tam into a new category... once you have a compact car, you're taking the tesla brand, its performance, its safety record, and the fact that people like tesla everything about tesla...and then you put it in the compact car category. by doing so, they will capture a large share of the market. "

it's an interesting take on the stock, but robotaxi's breakthrough and development of a fully self-driving suite doesn't seem like an apples-to-apples comparison compared to simply offering a new vehicle in a highly competitive space.

no one has a fully self-driving car, so if tesla brings one to market, it will open up a lot of new opportunities for the company's stock, potentially more than an economy sedan could.

however, that doesn't take away from the buzz that a $25,000 car could generate for tesla.