TD Cowen Raises Tesla (NASDAQ:TSLA) Price Target to $519.00

Tesla (NASDAQ:TSLA) had its target price upped by investment analysts at TD Cowen from $509.00 to $519.00 in a research report issued on Thursday, Marketbeat.com reports. The brokerage presently has a “buy” rating on the electric vehicle producer’s stock. TD Cowen’s price objective suggests a potential upside of 20.58% from the company’s previous close.

A number of other research firms have also issued reports on TSLA. Barclays restated a “neutral” rating on shares of Tesla in a research report on Friday, January 23rd. Piper Sandler restated an “overweight” rating and set a $500.00 price target on shares of Tesla in a research report on Thursday, January 8th. Bank of America increased their price objective on shares of Tesla from $341.00 to $471.00 and gave the stock a “neutral” rating in a report on Wednesday, October 29th. Melius Research set a $520.00 target price on shares of Tesla and gave the stock a “buy” rating in a research report on Monday, October 13th. Finally, China Renaissance lifted their price target on Tesla from $349.00 to $380.00 and gave the company a “hold” rating in a report on Friday, October 24th. Seventeen analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and eight have given a Sell rating to the company’s stock. According to data from MarketBeat, Tesla has an average rating of “Hold” and an average target price of $409.58.

Tesla Stock Up 3.3%

TSLA stock opened at $430.41 on Thursday. The firm has a market cap of $1.43 trillion, a price-to-earnings ratio of 398.53, a PEG ratio of 7.11 and a beta of 1.83. Tesla has a 1-year low of $214.25 and a 1-year high of $498.83. The firm has a fifty day moving average price of $447.69 and a two-hundred day moving average price of $407.49. The company has a debt-to-equity ratio of 0.08, a current ratio of 2.16 and a quick ratio of 1.67.

Tesla (NASDAQ:TSLA) last posted its quarterly earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 EPS for the quarter, beating the consensus estimate of $0.45 by $0.05. The business had revenue of $24.90 billion during the quarter, compared to analyst estimates of $24.75 billion. Tesla had a net margin of 4.00% and a return on equity of 4.86%. The company’s quarterly revenue was down 3.1% on a year-over-year basis. During the same period in the previous year, the business posted $0.73 EPS. Research analysts predict that Tesla will post 2.56 EPS for the current year.

Insiders Place Their Bets

In other Tesla news, Director James R. Murdoch sold 60,000 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $445.40, for a total transaction of $26,724,000.00. Following the sale, the director directly owned 577,031 shares of the company’s stock, valued at $257,009,607.40. The trade was a 9.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Kimbal Musk sold 56,820 shares of the stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $450.66, for a total transaction of $25,606,501.20. Following the completion of the sale, the director directly owned 1,391,615 shares of the company’s stock, valued at $627,145,215.90. This trade represents a 3.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 119,457 shares of company stock worth $53,501,145. Corporate insiders own 19.90% of the company’s stock.

Institutional Investors Weigh In On Tesla

Several hedge funds and other institutional investors have recently made changes to their positions in TSLA. Norges Bank bought a new stake in Tesla in the 2nd quarter valued at $11,839,824,000. Vanguard Group Inc. raised its holdings in shares of Tesla by 2.6% in the 4th quarter. Vanguard Group Inc. now owns 258,925,024 shares of the electric vehicle producer’s stock worth $116,443,762,000 after buying an additional 6,538,720 shares in the last quarter. Holocene Advisors LP lifted its holdings in shares of Tesla by 132.2% during the third quarter. Holocene Advisors LP now owns 6,157,000 shares of the electric vehicle producer’s stock valued at $2,738,141,000 after acquiring an additional 3,505,000 shares during the period. Amundi boosted its position in Tesla by 20.4% in the second quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer’s stock valued at $6,374,284,000 after buying an additional 3,422,270 shares in the last quarter. Finally, Jennison Associates LLC raised its position in Tesla by 38.3% in the 3rd quarter. Jennison Associates LLC now owns 10,909,666 shares of the electric vehicle producer’s stock valued at $4,851,747,000 after purchasing an additional 3,021,550 shares during the last quarter. 66.20% of the stock is owned by institutional investors and hedge funds.

Tesla News Summary

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: SpaceX merger talk fuels optimism that Elon Musk could further consolidate his tech assets, a scenario investors view as value-accretive for Tesla (merger talk helped push TSLA higher). Tesla jumps as SpaceX merger talks fuel Musk empire consolidation hopes (Reuters)
• Positive Sentiment: Q4 beats and clear robotaxi/FSD progress: Tesla topped EPS and revenue estimates, disclosed 1.1M active FSD subs and reiterated Cybercab/robotaxi production targets — evidence that software and services can offset weaker vehicle volume. Could Tesla’s Q4 Earnings Fuel the Next Rally? (MarketBeat)
• Positive Sentiment: Investment in xAI and AI positioning: Tesla disclosed a multi‑billion involvement with Musk’s xAI and is pushing chip/TeraFab plans — reinforcing the market view of Tesla as a “physical AI” play rather than a pure auto OEM. Tesla reveals $2 billion investment in Elon Musk’s xAI (Fortune)
• Neutral Sentiment: Model S/X discontinuation and factory retooling — strategic for long‑term robotics capacity but implies short-term restructuring and transition risk; impact depends on execution and timing. Tesla Kills Legacy Models: Analyst Response Is Meh (MarketBeat)
• Neutral Sentiment: Mixed analyst reactions and target churn — some firms raised targets on the AI/robotics story while others trimmed them, leaving consensus sentiment split and volatility likely to persist.
• Negative Sentiment: Massive capex and cash‑burn risk: management guided to >$20B capex to reshuffle factories for robots, Cybercab and batteries — a heavy near‑term cash demand that could pressure margins and free cash flow. Tesla plans $20 billion capital spending spree (Reuters)
• Negative Sentiment: First annual revenue decline and softer vehicle deliveries raise near‑term execution concerns — investors worry Optimus/robotaxi revenue is far out and that margins could be pressured during the transition.
• Negative Sentiment: Notable bearish analyst moves (e.g., JPMorgan cut to underweight with a $145 target) increase downside headline risk and may cap rallies until clarity on capex pacing and robot/robotaxi ramps arrives.

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.