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GLJ Research’s Gordon Johnson calls Tesla ‘Robotaxi’ a ‘stock pump’ amid NHTSA data scrutiny

Wall Street analyst Gordon Johnson said Tesla’s Robotaxi fleet consists of 31 vehicles, including 14 he described as “true unsupervised,” and argued that geofencing and remote human takeover limit what can be inferred from recent NHTSA figures. He added that the company’s self-driving fleet has shrunk from a peak of 140 vehicles recorded in late 2025, and said GLJ Research views the effort as a “stock pump.” Tesla shares are down 7.63% in 2026, and Johnson said the latest delay pushes full commercial availability of FSD and the Robotaxi service to at least Q4 2026.
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