Tesla (NASDAQ:TSLA – Get Free Report) had its target price lowered by equities researchers at TD Cowen from $519.00 to $490.00 in a research report issued on Wednesday,MarketScreener reports. The brokerage presently has a “buy” rating on the electric vehicle producer’s stock. TD Cowen’s price target would suggest a potential upside of 34.58% from the company’s current price.
Several other brokerages have also weighed in on TSLA. Stifel Nicolaus set a $508.00 price objective on Tesla in a research report on Thursday, January 29th. Tigress Financial began coverage on Tesla in a research report on Thursday, February 12th. They set a “buy” rating and a $550.00 price objective for the company. Barclays reaffirmed a “neutral” rating on shares of Tesla in a research report on Wednesday, March 4th. Needham & Company LLC reaffirmed a “hold” rating on shares of Tesla in a research note on Thursday, January 29th. Finally, China Renaissance boosted their price target on shares of Tesla from $380.00 to $382.00 and gave the company a “hold” rating in a research note on Monday, February 2nd. Nineteen research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and nine have issued a Sell rating to the company. Based on data from MarketBeat, Tesla currently has a consensus rating of “Hold” and a consensus price target of $398.61.
View Our Latest Stock Analysis on Tesla
Tesla Price Performance
Tesla (NASDAQ:TSLA – Get Free Report) last issued its earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share for the quarter, topping the consensus estimate of $0.45 by $0.05. Tesla had a return on equity of 4.86% and a net margin of 4.00%.The business had revenue of $24.90 billion for the quarter, compared to analysts’ expectations of $24.75 billion. During the same period in the previous year, the firm posted $0.73 EPS. The business’s revenue for the quarter was down 3.1% compared to the same quarter last year. On average, equities analysts anticipate that Tesla will post 2.56 EPS for the current fiscal year.
Insider Activity
In other news, Director Kathleen Wilson-Thompson sold 25,809 shares of Tesla stock in a transaction dated Monday, March 30th. The stock was sold at an average price of $359.33, for a total transaction of $9,273,947.97. Following the sale, the director owned 33,860 shares in the company, valued at approximately $12,166,913.80. The trade was a 43.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Vaibhav Taneja sold 2,264 shares of the company’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $397.03, for a total transaction of $898,875.92. Following the transaction, the chief financial officer owned 18,106 shares of the company’s stock, valued at approximately $7,188,625.18. The trade was a 11.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 53,804 shares of company stock worth $20,865,598. Corporate insiders own 19.90% of the company’s stock.
Institutional Trading of Tesla
Several institutional investors and hedge funds have recently modified their holdings of TSLA. Narwhal Capital Management raised its holdings in Tesla by 32.8% in the third quarter. Narwhal Capital Management now owns 9,516 shares of the electric vehicle producer’s stock valued at $4,232,000 after buying an additional 2,350 shares during the period. Gamco Investors INC. ET AL lifted its holdings in shares of Tesla by 29.6% during the 3rd quarter. Gamco Investors INC. ET AL now owns 32,576 shares of the electric vehicle producer’s stock valued at $14,487,000 after acquiring an additional 7,446 shares in the last quarter. China Universal Asset Management Co. Ltd. boosted its position in Tesla by 8.8% during the 3rd quarter. China Universal Asset Management Co. Ltd. now owns 48,504 shares of the electric vehicle producer’s stock worth $21,571,000 after purchasing an additional 3,935 shares during the period. Ashton Thomas Private Wealth LLC raised its position in Tesla by 26.0% in the third quarter. Ashton Thomas Private Wealth LLC now owns 18,032 shares of the electric vehicle producer’s stock valued at $8,019,000 after purchasing an additional 3,724 shares during the period. Finally, Nations Financial Group Inc. IA ADV lifted its stake in shares of Tesla by 20.0% during the third quarter. Nations Financial Group Inc. IA ADV now owns 16,565 shares of the electric vehicle producer’s stock worth $7,367,000 after purchasing an additional 2,765 shares in the last quarter. Hedge funds and other institutional investors own 66.20% of the company’s stock.
Tesla News Summary
Here are the key news stories impacting Tesla this week:
- Positive Sentiment: UBS upgraded TSLA to Neutral (from Sell), saying current levels better balance near-term demand headwinds with long‑term Physical AI upside — a key driver cited for the recent lift in shares. Tesla upgraded by UBS analysts who see balanced setup between near-term headwinds and AI optimism
- Positive Sentiment: CEO Elon Musk flagged an AI5 chip milestone and teased AI6 — signaling progress on Tesla’s in‑house AI hardware roadmap that underpins robotaxi/Optimus ambitions and investor expectations for future profit pools. Tesla Stock (TSLA) Gains as Elon Musk Reveals AI5 Chip Milestone, Teases AI6
- Positive Sentiment: Dutch regulators approved supervised FSD and notified the EU commission of plans to seek bloc‑wide approval — a regulatory milestone that supports the autonomy narrative and potential revenue/insurance upside from expanded FSD use. Dutch regulator notifies European Commission of plan to seek EU approval for Tesla’s FSD
- Positive Sentiment: Big‑name buying (Cathie Wood/ARK added TSLA) signals conviction among long‑term bulls that near‑term weakness is a buying opportunity ahead of key autonomy/robotics catalysts. Why Is Cathie Wood Buying Tesla, and Should You Do the Same?
- Neutral Sentiment: Speculative AI commentary (e.g., ChatGPT projections about Cybercab lifting valuation) adds noise and hype but is not a substitute for execution on launches and regulatory approvals. ChatGPT predicts Tesla stock price after Cybercab launch
- Neutral Sentiment: Tesla is positioning GigaShanghai as a potential Optimus production hub — positive for scale if Tesla executes, but timing and costs remain uncertain. Tesla (TSLA) Stock: GigaShanghai Tagged as Future Optimus Robot Manufacturing Hub
- Negative Sentiment: Competition from lower‑cost humanoid robots (Unitree) and its global push/IPO plans intensifies the market risk to Tesla’s robot business and could compress valuation assumptions if Unitree scales faster than expected. Unitree Announces Free Shipping of Humanoid Robots to the U.S. in New Challenge to Tesla
- Negative Sentiment: Near‑term fundamental risks ahead of April 22 earnings — Terafab capex, margin headwinds, and Physical AI progress — plus recent delivery misses and heavy insider selling, create downside catalysts if guidance disappoints. Tesla (TSLA) Stock: 3 Critical Issues Investors Must Watch on April 22
- Negative Sentiment: Some broker moves are mixed: RBC trimmed its price target (from $500 to $480), underscoring divergent analyst views and continued valuation uncertainty. Royal Bank Of Canada Lowers Tesla (NASDAQ:TSLA) Price Target to $480.00
Tesla Company Profile
Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.
Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.
Further Reading
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