Shares of Tesla, Inc. (TSLA) slipped 0.3% overnight heading into Friday after Citizens initiated coverage with a cautious view, warning that Optimus and Robotaxi may take longer to contribute to revenue than Wall Street expects. Citizens initiated coverage with a 'Market Perform' rating and no price target, noting that the firm is launching coverage due to its potential in physical AI. The brokerage said its 2027 and 2028 revenue estimates are 4% and 12% below consensus, respectively, and expects Optimus to bring a new level of production complexity, with delays and higher spending. The research firm warned that Tesla’s “grand vision will take time to achieve.” Musk recently said on X: “No, Optimus production will be extremely slow at first, as everything is new. This is not like making a car.” Tesla is converting the former Model S/X manufacturing space at Fremont for initial Optimus production, with limited output expected to begin in late July or August 2026. Tesla’s Robotaxi rollout is advancing but remains limited, with a small geofenced Miami launch and about 59 vehicles operating across Austin, Dallas and Houston as of last month. TSLA stock rallied 3% on Thursday, putting shares on pace for a second straight winning week with a 3% gain so far.