Tesla Shares Rise After Cramer Touts Robotics Potential

CNBC host sees Tesla's future in humanoid robots, not just electric vehicles

Mar. 28, 2026 at 1:49pm

Got story updates? Submit your updates here. ›

Tesla's stock price has risen 36% over the past year and 36% since June 2025, when CNBC's Jim Cramer discussed the company's potential in the humanoid robotics industry. Cramer believes Tesla's self-driving technology and robotics capabilities are key to its future, rather than just its electric vehicle business. The stock saw a 2.8% jump in September 2025 after Elon Musk announced a $1 billion share buyback, and a 3.4% drop in October after the company reported Q3 earnings that missed analyst expectations.

Why it matters

Tesla's shift towards robotics and AI represents a strategic pivot for the company, as it seeks to diversify beyond its core electric vehicle business. Cramer's positive commentary on Tesla's robotics potential could influence investor sentiment and drive further stock price appreciation, though the company's financial performance will ultimately determine its long-term success.

The details

Throughout 2025, Cramer has asserted that Tesla should be viewed in the context of its ability to operate in the humanoid industry, rather than just as an electric vehicle manufacturer. Tesla held an event in Las Vegas in September 2025 where it announced new products for its energy storage business, which has been thriving even as the EV business has faced challenges. In its Q3 2025 earnings report, Tesla reported earnings per share of $0.50, missing analyst expectations of $0.56.

  • In June 2025, Cramer discussed Tesla's robotics potential on CNBC's Squawk on the Street.
  • On September 16, 2025, Tesla's stock closed 2.8% higher after Elon Musk announced a $1 billion share buyback.
  • On October 24, 2025, Tesla's stock closed 3.4% lower after the company reported Q3 2025 earnings that missed analyst expectations.

The players

Jim Cramer

The host of CNBC's Mad Money program, who has been touting Tesla's potential in the robotics and AI industry.

Elon Musk

The CEO of Tesla, who shares Cramer's view that the company's future lies in robotics and AI, not just electric vehicles.

Tesla, Inc.

The electric vehicle and clean energy company that is diversifying into robotics and AI as part of its long-term strategy.

Got photos? Submit your photos here. ›

What they’re saying

“I think, obviously, Tesla's challenged, but Tesla has something entirely else going for it. […] Tesla obviously has robots. Tesla's self-driving. It has options.”

— Jim Cramer, CNBC TV host

What’s next

Investors will be closely watching Tesla's future product announcements and financial results to see if the company's robotics and AI initiatives can drive growth and offset any challenges in its core electric vehicle business.

The takeaway

Tesla's shift towards robotics and AI represents a strategic pivot for the company, as it seeks to diversify beyond its core electric vehicle business. Cramer's positive commentary on Tesla's robotics potential could influence investor sentiment, though the company's financial performance will ultimately determine its long-term success.