FY2026 EPS Estimates for Tesla Boosted by Erste Group Bank

Tesla, Inc. (NASDAQ:TSLA) – Equities researchers at Erste Group Bank increased their FY2026 earnings per share (EPS) estimates for shares of Tesla in a report released on Thursday, June 25th. Erste Group Bank analyst S. Lingnau now expects that the electric vehicle producer will post earnings per share of $1.11 for the year, up from their prior forecast of $1.08. Erste Group Bank has a “Hold” rating on the stock. The consensus estimate for Tesla’s current full-year earnings is $1.20 per share. Erste Group Bank also issued estimates for Tesla’s FY2027 earnings at $1.59 EPS.

Several other brokerages have also recently commented on TSLA. JPMorgan Chase & Co. restated a “neutral” rating on shares of Tesla in a research note on Wednesday, June 24th. Citigroup reissued a “neutral” rating on shares of Tesla in a report on Tuesday, June 16th. Barclays reaffirmed a “neutral” rating on shares of Tesla in a research report on Wednesday, May 13th. Sanford C. Bernstein upgraded Tesla from an “underperform” rating to an “outperform” rating in a research note on Friday, June 5th. Finally, Canaccord Genuity Group upped their price target on Tesla from $420.00 to $450.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Twenty-one investment analysts have rated the stock with a Buy rating, twenty have given a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat, Tesla has a consensus rating of “Hold” and an average target price of $403.07.

Tesla Price Performance

Shares of NASDAQ:TSLA opened at $425.30 on Thursday. Tesla has a twelve month low of $288.77 and a twelve month high of $498.83. The company has a current ratio of 2.04, a quick ratio of 1.62 and a debt-to-equity ratio of 0.09. The company has a market cap of $1.60 trillion, a PE ratio of 390.18, a price-to-earnings-growth ratio of 16.72 and a beta of 1.80. The company’s 50 day moving average is $407.13 and its 200 day moving average is $412.38.

Tesla (NASDAQ:TSLA) last announced its quarterly earnings data on Thursday, April 23rd. The electric vehicle producer reported $0.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.39 by $0.02. The firm had revenue of $22.39 billion during the quarter, compared to analysts’ expectations of $22.96 billion. Tesla had a return on equity of 4.89% and a net margin of 3.95%.The company’s revenue for the quarter was up 15.8% compared to the same quarter last year. During the same period last year, the business posted $0.27 earnings per share.

Institutional Investors Weigh In On Tesla

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. PFS Partners LLC lifted its stake in shares of Tesla by 4.2% in the fourth quarter. PFS Partners LLC now owns 590 shares of the electric vehicle producer’s stock worth $265,000 after buying an additional 24 shares in the last quarter. Boltwood Capital Management lifted its stake in Tesla by 1.2% in the 4th quarter. Boltwood Capital Management now owns 2,120 shares of the electric vehicle producer’s stock worth $953,000 after purchasing an additional 25 shares in the last quarter. Woodmont Investment Counsel LLC lifted its stake in Tesla by 1.2% in the 4th quarter. Woodmont Investment Counsel LLC now owns 2,124 shares of the electric vehicle producer’s stock worth $955,000 after purchasing an additional 25 shares in the last quarter. Aspect Partners LLC boosted its holdings in shares of Tesla by 12.5% during the 4th quarter. Aspect Partners LLC now owns 225 shares of the electric vehicle producer’s stock worth $101,000 after purchasing an additional 25 shares during the last quarter. Finally, Human Investing LLC grew its position in shares of Tesla by 4.5% in the fourth quarter. Human Investing LLC now owns 578 shares of the electric vehicle producer’s stock valued at $260,000 after purchasing an additional 25 shares in the last quarter. Institutional investors and hedge funds own 66.20% of the company’s stock.

Insider Buying and Selling

In related news, CFO Vaibhav Taneja sold 3,000 shares of the business’s stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $450.00, for a total transaction of $1,350,000.00. Following the completion of the sale, the chief financial officer directly owned 18,106 shares in the company, valued at approximately $8,147,700. The trade was a 14.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Kathleen Wilson-Thompson sold 26,409 shares of the stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $378.11, for a total value of $9,985,506.99. Following the completion of the transaction, the director directly owned 48,399 shares of the company’s stock, valued at approximately $18,300,145.89. This represents a 35.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 32,015 shares of company stock valued at $12,383,640 in the last three months. Insiders own 19.90% of the company’s stock.

Tesla News Roundup

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla began rolling out a long-awaited FSD update, giving investors a concrete sign of progress in its autonomy strategy and boosting confidence in the company’s long-term growth story.
• Positive Sentiment: Expectations are building for a stronger Q2 delivery report, with improving European demand helping offset weaker U.S. sales trends.
• Positive Sentiment: Erste Group Bank raised Tesla’s FY2026 and FY2027 EPS estimates, reinforcing the view that earnings could improve from current expectations.

About Tesla

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.