Compound Planning Inc. Reduces Position in Tesla, Inc. $TSLA

Compound Planning Inc. decreased its holdings in Tesla, Inc. (NASDAQ:TSLA) by 15.0% in the first quarter, Holdings Channel reports. The fund owned 43,124 shares of the electric vehicle producer’s stock after selling 7,633 shares during the period. Compound Planning Inc.’s holdings in Tesla were worth $16,030,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in TSLA. PFS Partners LLC grew its holdings in Tesla by 4.2% in the 4th quarter. PFS Partners LLC now owns 590 shares of the electric vehicle producer’s stock valued at $265,000 after buying an additional 24 shares in the last quarter. Woodmont Investment Counsel LLC raised its holdings in shares of Tesla by 1.2% during the 4th quarter. Woodmont Investment Counsel LLC now owns 2,124 shares of the electric vehicle producer’s stock worth $955,000 after acquiring an additional 25 shares during the period. Aspect Partners LLC raised 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 acquiring an additional 25 shares during the period. Human Investing LLC boosted its position in shares of Tesla by 4.5% during the 4th quarter. Human Investing LLC now owns 578 shares of the electric vehicle producer’s stock valued at $260,000 after acquiring an additional 25 shares during the last quarter. Finally, SilverOak Wealth Management LLC grew its holdings in shares of Tesla by 2.3% in the fourth quarter. SilverOak Wealth Management LLC now owns 1,117 shares of the electric vehicle producer’s stock valued at $502,000 after purchasing an additional 25 shares during the period. 66.20% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Tesla

In related news, Director Kathleen Wilson-Thompson sold 26,409 shares of Tesla stock in a transaction on Thursday, April 30th. The stock was 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 in the company, valued at approximately $18,300,145.89. This trade represents a 35.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Vaibhav Taneja sold 3,000 shares of the business’s stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $450.00, for a total value of $1,350,000.00. Following the transaction, the chief financial officer directly owned 18,106 shares of the company’s stock, valued at $8,147,700. The trade was a 14.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders sold 32,015 shares of company stock valued at $12,383,640. Insiders own 19.90% of the company’s stock.

Wall Street Analysts Forecast Growth

TSLA has been the topic of several recent analyst reports. Wells Fargo & Company reiterated an “underweight” rating and issued a $130.00 target price (up from $125.00) on shares of Tesla in a report on Tuesday, July 14th. Zacks Research upgraded shares of Tesla from a “strong sell” rating to a “hold” rating in a report on Tuesday, April 28th. Barclays lifted their price target on shares of Tesla from $360.00 to $370.00 and gave the company an “equal weight” rating in a research report on Tuesday, July 14th. Glj Research reiterated a “sell” rating on shares of Tesla in a research report on Tuesday. Finally, Erste Group Bank raised Tesla from a “sell” rating to a “hold” rating in a research note on Friday, June 5th. Twenty-one investment analysts have rated the stock with a Buy rating, twenty-one have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $406.42.

Tesla Stock Down 14.5%

Shares of TSLA opened at $319.69 on Friday. The company’s 50-day simple moving average is $402.92 and its 200-day simple moving average is $403.16. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.62 and a current ratio of 2.04. Tesla, Inc. has a 1 year low of $297.82 and a 1 year high of $498.83. The stock has a market capitalization of $1.20 trillion, a PE ratio of 296.01, a P/E/G ratio of 12.55 and a beta of 1.80.

Tesla (NASDAQ:TSLA) last announced its quarterly earnings data on Wednesday, July 22nd. The electric vehicle producer reported $0.33 earnings per share for the quarter, missing analysts’ consensus estimates of $0.50 by ($0.17). Tesla had a net margin of 3.67% and a return on equity of 3.88%. The business had revenue of $28.24 billion during the quarter, compared to analyst estimates of $26.42 billion. During the same quarter last year, the firm posted $0.33 EPS. The company’s revenue for the quarter was up 25.5% on a year-over-year basis. Analysts forecast that Tesla, Inc. will post 1.34 earnings per share for the current fiscal year.

Tesla News Roundup

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla reported record quarterly revenue of $28.24 billion, up 25.5% year over year, and delivered a record number of vehicles, showing the core business is still growing. Tesla Q2 Earnings Report
• Positive Sentiment: Management highlighted progress in autonomous driving, Robotaxi expansion, Optimus production, and FSD adoption, which keeps the long-term AI and robotics story alive for bullish investors. Reuters Robotaxi Update
• Neutral Sentiment: Some analysts still see upside from the company’s autonomy strategy and reaffirmed Buy/Hold ratings, but several also cut price targets after the earnings call, signaling a more cautious stance. Analyst Price Target Cuts
• Negative Sentiment: Tesla missed EPS estimates, posted negative free cash flow for the first time in more than two years, and confirmed about $25 billion in full-year capex, raising concerns that heavy AI/robotics spending is squeezing near-term profits and liquidity. Reuters Cash Burn and Capex
• Negative Sentiment: Investor reaction also turned more negative because Elon Musk emphasized spending “as fast as we can” on AI and gave few near-term details on Robotaxi timing, which made the growth story look more like a long-dated promise than an immediate profit driver. MarketWatch Investor Reaction

Tesla 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.