Tesla (NASDAQ:TSLA) Price Target Cut to $400.00 by Analysts at Morgan Stanley

Tesla (NASDAQ:TSLA) had its price target dropped by equities research analysts at Morgan Stanley from $417.00 to $400.00 in a note issued to investors on Thursday. The firm presently has an “equal weight” rating on the electric vehicle producer’s stock. Morgan Stanley’s price target points to a potential upside of 24.15% from the stock’s current price.

A number of other research analysts have also recently weighed in on TSLA. Sanford C. Bernstein upgraded Tesla from an “underperform” rating to an “outperform” rating in a research report on Friday, June 5th. Roth Capital restated a “buy” rating on shares of Tesla in a report on Monday, July 13th. HSBC restated a “hold” rating on shares of Tesla in a research report on Monday, June 15th. Cantor Fitzgerald restated an “overweight” rating and set a $485.00 price objective (down from $510.00) on shares of Tesla in a research report on Thursday. Finally, Canaccord Genuity Group set a $410.00 price target on Tesla and gave the stock a “buy” rating in a research report on Thursday. Twenty-one research 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. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $406.42.

Tesla Price Performance

NASDAQ:TSLA traded down $51.81 during trading hours on Thursday, hitting $322.20. The company’s stock had a trading volume of 42,639,536 shares, compared to its average volume of 56,312,199. The company has a market capitalization of $1.21 trillion, a PE ratio of 296.50, a PEG ratio of 12.72 and a beta of 1.80. Tesla has a 52-week low of $297.82 and a 52-week high of $498.83. The business’s 50-day moving average is $405.39 and its two-hundred day moving average is $404.00. 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 (NASDAQ:TSLA) last posted its quarterly earnings results on Thursday, July 23rd. The electric vehicle producer reported $0.33 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.50 by ($0.17). The company had revenue of $28.24 billion for the quarter, compared to analyst estimates of $26.42 billion. Tesla had a net margin of 3.95% and a return on equity of 4.89%. Tesla’s revenue was up 25.5% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.33 earnings per share. As a group, research analysts anticipate that Tesla will post 1.34 EPS for the current fiscal year.

Insider Buying and Selling at Tesla

In other news, Director Kathleen Wilson-Thompson sold 26,409 shares of the company’s stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $378.11, for a total transaction of $9,985,506.99. Following the completion of the transaction, the director owned 48,399 shares in the company, valued at approximately $18,300,145.89. This represents a 35.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Vaibhav Taneja sold 2,606 shares of the company’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $402.20, for a total transaction of $1,048,133.20. Following the completion of 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 SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders sold 32,015 shares of company stock valued at $12,383,640. 19.90% of the stock is owned by insiders.

Hedge Funds Weigh In On Tesla

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Crestwood Advisors Group LLC increased its position in Tesla by 34.7% during the 4th quarter. Crestwood Advisors Group LLC now owns 19,567 shares of the electric vehicle producer’s stock valued at $8,799,000 after purchasing an additional 5,039 shares during the period. Calamos Wealth Management LLC lifted its holdings in Tesla by 5.9% in the fourth quarter. Calamos Wealth Management LLC now owns 41,907 shares of the electric vehicle producer’s stock valued at $18,846,000 after buying an additional 2,341 shares during the period. Private Capital Advisors Inc. lifted its stake in shares of Tesla by 139.3% in the 4th quarter. Private Capital Advisors Inc. now owns 21,331 shares of the electric vehicle producer’s stock valued at $9,593,000 after purchasing an additional 12,417 shares during the period. Wealthquest Corp acquired a new position in Tesla during the 4th quarter worth approximately $1,035,000. Finally, Knights of Columbus Asset Advisors LLC raised its stake in shares of Tesla by 34.8% in 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 own 66.20% of the company’s stock.

Tesla News Summary

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla reported record quarterly revenue and strong vehicle deliveries, showing that demand for its core business remains solid. Tesla Inc (TSLA) Q2 2026 Earnings Call Highlights
• Positive Sentiment: The company expanded its unsupervised robotaxi service into Orlando and Tampa, reinforcing the long-term autonomy growth story. Tesla expands robotaxi service to Orlando, Tampa ahead of earnings
• Positive Sentiment: Elon Musk and Tesla continue to emphasize upside from robotaxis, Optimus, and AI, which keeps the long-term bull case intact. Musk Calls Optimus ‘Biggest Product Ever’ as Tesla Stock Drops after Q2 Earnings Miss

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.