Segall Bryant & Hamill LLC Takes $1.17 Million Position in Tesla, Inc. $TSLA

Segall Bryant & Hamill LLC purchased a new position in shares of Tesla, Inc. (NASDAQ:TSLA) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 2,874 shares of the electric vehicle producer’s stock, valued at approximately $1,172,000.

Several other institutional investors also recently added to or reduced their stakes in the company. Crestwood Advisors Group LLC boosted its position in Tesla by 34.7% during the fourth quarter. Crestwood Advisors Group LLC now owns 19,567 shares of the electric vehicle producer’s stock worth $8,799,000 after acquiring an additional 5,039 shares during the last quarter. Calamos Wealth Management LLC raised its holdings in Tesla by 5.9% in the 4th quarter. Calamos Wealth Management LLC now owns 41,907 shares of the electric vehicle producer’s stock valued at $18,846,000 after acquiring an additional 2,341 shares during the last quarter. Private Capital Advisors Inc. lifted its stake in shares of Tesla by 139.3% during the 4th quarter. Private Capital Advisors Inc. now owns 21,331 shares of the electric vehicle producer’s stock worth $9,593,000 after purchasing an additional 12,417 shares during the period. Wealthquest Corp purchased a new position in shares of Tesla during the 4th quarter worth $1,035,000. Finally, Knights of Columbus Asset Advisors LLC boosted its holdings in shares of Tesla by 34.8% during the fourth quarter. Knights of Columbus Asset Advisors LLC now owns 64,481 shares of the electric vehicle producer’s stock worth $28,998,000 after purchasing an additional 16,652 shares during the last quarter. Institutional investors and hedge funds own 66.20% of the company’s stock.

Insider Activity

In other news, CFO Vaibhav Taneja sold 2,606 shares of the firm’s stock in a transaction on Monday, June 8th. The shares were sold at an average price of $402.20, for a total value of $1,048,133.20. Following the transaction, the chief financial officer owned 22,039 shares of the company’s stock, valued at approximately $8,864,085.80. This trade represents a 10.57% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 19.90% of the stock is owned by insiders.

Key Stories Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Megapack demand is accelerating. SpaceX purchased $295 million of Tesla Megapacks in the second quarter and $329 million year to date to support AI data centers in Memphis. The sales provide evidence of growing demand for Tesla’s energy-storage business and a potential commercial relationship with SpaceX. SpaceX ramps up Tesla Megapack purchases in Q2
• Positive Sentiment: China sales remain a bright spot. Tesla’s China-made vehicle sales increased 37.8% year over year in July, marking the ninth consecutive month of growth. The performance could help ease concerns about demand in one of Tesla’s most important markets. Tesla’s July China-made EV sales rise
• Positive Sentiment: Long-term bulls continue to support the stock. ARK Invest’s Cathie Wood reportedly bought another $14.3 million of Tesla shares, while bullish commentary continues to focus on autonomy, robotics, AI, and energy storage as future growth drivers. Cathie Wood’s ARK Invest Tesla position
• Neutral Sentiment: Technical analysts see rebound potential. One forecast identifies support near current levels and a possible move toward $386.61, but this remains a technical scenario rather than a change in Tesla’s underlying fundamentals. Tesla price forecast
• Negative Sentiment: Profitability remains the central concern. Tesla’s latest quarter included an earnings miss, sharply lower operating income, and negative free cash flow despite record deliveries and revenue growth. With the shares trading at an exceptionally high earnings multiple, investors require substantial future success from autonomy and robotics to justify the valuation.
• Negative Sentiment: Autonomous-driving competition is intensifying. Uber is investing aggressively in robotaxis, while Amazon’s Zoox received approval to deploy up to 2,500 purpose-built driverless vehicles annually. A study examining how accident data could be used to train robotaxis also renewed safety concerns surrounding Tesla’s autonomous-driving ambitions. Uber robotaxi competition
• Negative Sentiment: Bearish sentiment remains visible. Investor Michael Burry is maintaining short positions in Tesla and warning of a potential broader market sell-off, adding pressure to an already volatile stock. Michael Burry’s Tesla short position

Tesla Stock Performance

Tesla stock opened at $321.55 on Thursday. The company has a market cap of $1.27 trillion, a price-to-earnings ratio of 297.73, a price-to-earnings-growth ratio of 16.24 and a beta of 1.83. Tesla, Inc. has a 12 month low of $297.38 and a 12 month high of $498.83. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.94 and a quick ratio of 1.55. The stock’s 50-day moving average is $383.35 and its 200-day moving average is $395.05.

Tesla (NASDAQ:TSLA) last issued its earnings results on Wednesday, July 22nd. The electric vehicle producer reported $0.33 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.50 by ($0.17). Tesla had a return on equity of 3.82% and a net margin of 3.67%.The firm had revenue of $28.24 billion for the quarter, compared to analysts’ expectations of $26.42 billion. During the same quarter in the previous year, the firm posted $0.33 EPS. The firm’s revenue for the quarter was up 25.5% compared to the same quarter last year. Equities analysts anticipate that Tesla, Inc. will post 0.89 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on TSLA shares. Barclays upped their target price on Tesla from $360.00 to $370.00 and gave the company an “equal weight” rating in a research note on Tuesday, July 14th. Wedbush restated an “outperform” rating and issued a $600.00 price target on shares of Tesla in a report on Tuesday, April 21st. DZ Bank raised shares of Tesla from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 23rd. JPMorgan Chase & Co. decreased their target price on shares of Tesla from $475.00 to $445.00 and set a “neutral” rating on the stock in a research report on Thursday, July 23rd. Finally, Jefferies Financial Group set a $400.00 target price on shares of Tesla and gave the company a “hold” rating in a report on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, nineteen have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $401.74.

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.