Tesla (NASDAQ:TSLA) Now Covered by Analysts at Bank of America

Bank of America initiated coverage on shares of Tesla (NASDAQ:TSLA) in a research report released on Wednesday. The firm issued a buy rating and a $460.00 target price on the electric vehicle producer’s stock.

Several other analysts have also recently weighed in on TSLA. President Capital decreased their price objective on shares of Tesla from $517.00 to $500.00 and set a “buy” rating on the stock in a research note on Friday, January 30th. Wells Fargo & Company decreased their target price on Tesla from $130.00 to $125.00 and set an “underweight” rating on the stock in a report on Thursday, January 29th. William Blair restated a “market perform” rating on shares of Tesla in a research note on Friday, January 2nd. BNP Paribas Exane reduced their price target on shares of Tesla from $313.00 to $280.00 and set an “underperform” rating on the stock in a research report on Monday. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Tesla in a report on Tuesday, January 27th. Nineteen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and nine have given a Sell rating to the stock. According to MarketBeat, Tesla currently has a consensus rating of “Hold” and an average price target of $406.84.

Tesla Trading Up 3.4%

NASDAQ:TSLA opened at $405.94 on Wednesday. Tesla has a 12 month low of $214.25 and a 12 month high of $498.83. The company’s 50 day moving average is $428.32 and its 200-day moving average is $422.35. The company has a quick ratio of 1.77, a current ratio of 2.16 and a debt-to-equity ratio of 0.08. The firm has a market cap of $1.52 trillion, a price-to-earnings ratio of 375.87, a P/E/G ratio of 13.97 and a beta of 1.89.

Tesla (NASDAQ:TSLA) last posted its quarterly earnings data 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. The business had revenue of $24.90 billion during the quarter, compared to analysts’ expectations of $24.75 billion. Tesla had a return on equity of 4.86% and a net margin of 4.00%.The firm’s revenue was down 3.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.73 EPS. Equities analysts anticipate that Tesla will post 2.56 EPS for the current year.

Insider Buying and Selling at Tesla

In related news, Director James R. Murdoch sold 60,000 shares of the stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $445.40, for a total value of $26,724,000.00. Following the transaction, the director directly owned 577,031 shares in the company, valued at $257,009,607.40. This represents a 9.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Kimbal Musk sold 56,820 shares of the firm’s stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $450.66, for a total transaction of $25,606,501.20. Following the completion of the transaction, the director directly owned 1,391,615 shares in the company, valued at approximately $627,145,215.90. The trade was a 3.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 145,188 shares of company stock valued at $64,193,919. 19.90% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Brighton Jones LLC increased its stake in shares of Tesla by 11.8% in the 4th quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer’s stock valued at $35,509,000 after acquiring an additional 9,293 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in Tesla by 21.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,317 shares of the electric vehicle producer’s stock valued at $2,147,000 after purchasing an additional 931 shares during the period. Bison Wealth LLC grew its holdings in Tesla by 52.2% during the fourth quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer’s stock valued at $4,187,000 after purchasing an additional 3,558 shares during the period. Sivia Capital Partners LLC increased its stake in Tesla by 9.1% in the second quarter. Sivia Capital Partners LLC now owns 12,135 shares of the electric vehicle producer’s stock valued at $3,855,000 after purchasing an additional 1,011 shares in the last quarter. Finally, AGP Franklin LLC raised its holdings in Tesla by 21.2% in the second quarter. AGP Franklin LLC now owns 4,861 shares of the electric vehicle producer’s stock worth $1,544,000 after purchasing an additional 851 shares during the period. 66.20% of the stock is currently owned by institutional investors.

Tesla News Summary

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Bank of America resumed coverage with a Buy rating and $460 price target, calling Tesla the current leader in consumer autonomy and robotaxis — a high‑profile vote of confidence that lifts sentiment. Tesla Stock Is Rising as It Gets a New Vote of Confidence From Wall Street
• Positive Sentiment: Analysts and outlets are emphasizing Tesla’s autonomy upside — some argue the self‑driving/robotaxi opportunity could be worth more than the EV division, supporting a higher multiple. Tesla’s self-driving effort could be worth more than double its EV division
• Positive Sentiment: New footage and reports of a Model Y completing a long FSD run without intervention have reignited optimism about software progress and commercial autonomy prospects. Tesla Model Y Completes Huge FSD Run Without Intervention, Tesla Stock (NASDAQ:TSLA) Surges
• Positive Sentiment: Some European markets showed signs of sales stabilization/rebound in February (France, Portugal), reducing near‑term delivery worries in key markets. Does Tesla’s February Sales Surge Signal a Turnaround in Europe?
• Neutral Sentiment: Elon Musk’s comments about Tesla developing AGI and humanoid robots keep long‑term upside narratives alive but are speculative and unlikely to affect near‑term fundamentals. ‘Tesla Will Probably Be the First to Make AGI in Humanoid Form,’ Says Elon Musk
• Neutral Sentiment: CATL’s announced AI spending push highlights faster innovation across the battery supply chain — a reminder of technology competition that could be either supportive or competitive for Tesla. Chinese Battery Giant CATL Ready to Rattle the World With AI Spending Splurge
• Negative Sentiment: Regulatory risk: Tesla must submit detailed FSD data to the NHTSA by March 9 — a missed or problematic filing could escalate scrutiny and hit sentiment, making autonomy progress a near‑term risk. Tesla’s 2026 May Hinge on a March 9 Outcome
• Negative Sentiment: Regionally weak data: UK registrations reportedly plunged in February, underscoring ongoing demand variability in Europe. Tesla’s UK sales plummet in February but outpace BYD, New Automotive data shows
• Negative Sentiment: Some sell‑side skepticism persists: BNP Paribas recently cut its target to $280 (Underperform), and labor/union pressure at the Berlin Gigafactory adds operational risk. BNP Paribas adjusts price target on Tesla to $280 from $313, maintains underperform rating German union aims for breakthrough at Tesla Berlin plant

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.