Market not satisfied with the Robotaxi answers provided by Musk, making the market more bullish. $Uber Technologies (UBER.US)$ And online car-hailing companies $Lyft Inc (LYFT.US)$.

On Friday, Uber's stock surged nearly 11% to a record high, while Lyft soared over 9%.

On the other hand, $Tesla (TSLA.US)$ It then fell nearly 9%.

Citigroup analyst Ronald Josey said:

"Tesla's activities have given us a clearer understanding of the company's plans and timing for self-driving rental cars, which makes us more bullish on Uber's stocks. There are not many specific details about the Cybercab's sales and ride-hailing app, which leads us to believe that Tesla may still collaborate with Uber for sales in the future."

Jefferies analyst John Colantuoni believes:

"This event is good news for Uber. He described Tesla's taxis as 'not competitive' and pointed out that the company has provided no verifiable evidence of its progress in autonomous driving capabilities, nor disclosed how many self-driving taxis it plans to produce."

Barclays analyst Dan Levy gives Tesla a "neutral" rating with a target price of $220. He said:

"Tesla's Cybercab prototype is similar to previous designs, but this release lacks specific details. Consumers can buy Cybercab, and Tesla may also operate its own fleet. The recent drop in Tesla's stock price may be due to people choosing to sell after seeing the news. Now the market is more focused on the company's fundamentals, which seem just average and not particularly good."

However, Morgan Stanley analyst Brian Nowak believes:

"Tesla's estimated charge of $0.20 per mile meets expectations, confirming its cost advantage. He pointed out that this validates Tesla's theoretical cost advantage over Uber's existing cars and Waymo."

Editor/Somer