Pacific Excel Wealth Advisors Inc. Acquires 2,069 Shares of Tesla, Inc. $TSLA

Pacific Excel Wealth Advisors Inc. lifted its holdings in shares of Tesla, Inc. (NASDAQ:TSLA) by 104.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,052 shares of the electric vehicle producer’s stock after purchasing an additional 2,069 shares during the quarter. Pacific Excel Wealth Advisors Inc.’s holdings in Tesla were worth $1,704,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of TSLA. Crestwood Advisors Group LLC grew its holdings in Tesla by 34.7% in 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 buying an additional 5,039 shares during the last quarter. Calamos Wealth Management LLC lifted its holdings in shares of Tesla by 5.9% during the fourth quarter. Calamos Wealth Management LLC now owns 41,907 shares of the electric vehicle producer’s stock worth $18,846,000 after buying an additional 2,341 shares during the last quarter. Private Capital Advisors Inc. boosted its position in shares of Tesla by 139.3% in the fourth quarter. Private Capital Advisors Inc. now owns 21,331 shares of the electric vehicle producer’s stock valued at $9,593,000 after acquiring an additional 12,417 shares during the period. Wealthquest Corp bought a new stake in shares of Tesla in the fourth quarter valued at approximately $1,035,000. Finally, Knights of Columbus Asset Advisors LLC grew 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 acquiring an additional 16,652 shares during the last quarter. Institutional investors and hedge funds own 66.20% of the company’s stock.

Tesla Trading Up 1.6%

Shares of Tesla stock opened at $327.35 on Wednesday. The firm has a market capitalization of $1.29 trillion, a PE ratio of 303.10, a price-to-earnings-growth ratio of 15.98 and a beta of 1.83. 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 company’s fifty day moving average price is $385.73 and its two-hundred day moving average price is $395.88. Tesla, Inc. has a 52-week low of $297.38 and a 52-week high of $498.83.

Tesla (NASDAQ:TSLA) last released its quarterly earnings data on Wednesday, July 22nd. The electric vehicle producer reported $0.33 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 business had revenue of $28.24 billion for the quarter, compared to the consensus estimate of $26.42 billion. During the same period in the previous year, the business posted $0.33 earnings per share. Tesla’s revenue was up 25.5% on a year-over-year basis. On average, analysts expect that Tesla, Inc. will post 0.89 EPS for the current year.

Analyst Ratings Changes

Several equities analysts recently commented on TSLA shares. DZ Bank upgraded shares of Tesla from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 23rd. Oppenheimer restated a “market perform” rating on shares of Tesla in a report on Thursday, July 23rd. JPMorgan Chase & Co. cut their price objective on shares of Tesla from $475.00 to $445.00 and set a “neutral” rating for the company in a research report on Thursday, July 23rd. Canaccord Genuity Group set a $410.00 target price on shares of Tesla and gave the company a “buy” rating in a research note on Thursday, July 23rd. Finally, Sanford C. Bernstein upgraded Tesla from an “underperform” rating to an “outperform” rating in a research note on Friday, June 5th. One analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, nineteen have assigned a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $401.74.

Insider Transactions at Tesla

In other Tesla news, CFO Vaibhav Taneja sold 3,000 shares of the firm’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $450.00, for a total transaction of $1,350,000.00. Following the completion of the transaction, the chief financial officer owned 18,106 shares in the company, valued at $8,147,700. This trade represents a 14.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, 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 company insiders.

Key Headlines Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: China sales accelerated: Tesla’s July China-made vehicle sales rose 37.8% year over year, marking the ninth consecutive month of growth. The improvement provides evidence that demand in one of Tesla’s most important markets may be stabilizing, despite intensifying competition from BYD. Tesla’s July China-made EV sales rise 37.8% year over year
• Positive Sentiment: Megapack demand is becoming a meaningful commercial relationship: SpaceX reportedly purchased $329 million of Tesla Megapacks during the first half of 2026, including $295 million in the second quarter, for use at xAI data centers. The purchases highlight growth in Tesla’s energy-storage business and create a direct Musk-company customer relationship. SpaceX has bought $329 million worth of Tesla Megapacks
• Positive Sentiment: California incentive participation could help demand: Tesla will participate in a limited California EV rebate program for first-time buyers. The program may improve affordability and support near-term deliveries in a key U.S. market. Tesla confirms participation in California EV program
• Neutral Sentiment: Investors remain focused on AI and autonomy: CEO Elon Musk continues emphasizing robotics, Full Self-Driving and robotaxis, while Tesla’s core revenue still depends heavily on vehicle sales. The strategy could support a higher long-term valuation, but it requires substantial execution and financial proof. Elon Musk emphasizes robots and AI on Tesla earnings calls
• Negative Sentiment: FSD policy could frustrate some owners: Tesla is defending its decision to remove the manual maximum-speed control from Full Self-Driving, arguing that the system should learn driver preferences instead. The change may improve automation over time but risks customer dissatisfaction and renewed scrutiny of FSD reliability. Tesla refuses to restore popular FSD speed control
• Negative Sentiment: Valuation and legal risks remain prominent: With Tesla trading at an exceptionally high earnings multiple, future gains depend heavily on successful robotaxi, FSD and robotics expansion. Separately, multibillion-dollar litigation exposure could pressure results, even though the company has substantial liquidity. Tesla’s multibillion-dollar legal exposure
• Negative Sentiment: China’s strategic importance creates additional uncertainty: Tesla’s Chinese operations could complicate any potential Tesla-SpaceX merger because of U.S. government concerns over SpaceX’s China exposure. Analysts also caution that selling or reducing the China business could damage Tesla’s growth prospects. Tesla’s China footprint complicates possible SpaceX merger

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.