Oppenheimer & Co. Inc. Raises Position in Tesla, Inc. $TSLA

Oppenheimer & Co. Inc. grew its stake in Tesla, Inc. (NASDAQ:TSLA) by 6.1% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 146,483 shares of the electric vehicle producer’s stock after purchasing an additional 8,436 shares during the period. Tesla makes up about 0.8% of Oppenheimer & Co. Inc.’s portfolio, making the stock its 16th biggest position. Oppenheimer & Co. Inc.’s holdings in Tesla were worth $65,144,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently modified their holdings of TSLA. Brighton Jones LLC increased its position in Tesla by 11.8% during the fourth 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 boosted its stake in shares of Tesla by 21.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,317 shares of the electric vehicle producer’s stock worth $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 4th 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 last quarter. Sivia Capital Partners LLC raised its position in Tesla by 9.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 12,135 shares of the electric vehicle producer’s stock worth $3,855,000 after purchasing an additional 1,011 shares during the period. Finally, AGP Franklin LLC lifted its stake 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 last quarter. Institutional investors own 66.20% of the company’s stock.

Tesla News Roundup

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla is hiring to support Elon Musk’s expanded U.S. solar strategy, signaling capital allocation and execution toward scaling rooftop and cell production — a clear revenue diversification play beyond cars. Tesla executives say hiring is ramping up to support Musk’s expanded solar strategy
• Positive Sentiment: Tesla is scouting U.S. sites and pushing to expand solar cell manufacturing with a 100‑GW ambition tied to AI/data center power needs — a strategic commitment that could drive long-term revenue and vertical integration. Tesla Eyes US Solar Cell Expansion, Musk Targets 100-Gigawatt Power Push For AI Data Centers
• Positive Sentiment: Tesla launched a vehicle‑to‑grid pilot in Texas for Cybertruck owners to earn bill credits by sending power back to the grid — commercializing vehicle energy services and improving EV ownership economics. Tesla Lets Cybertruck Owners Earn Bill Credits by Powering the Grid
• Positive Sentiment: Reports show Tesla training AI systems in China and promoting its Optimus robotics/robotaxi initiatives — continued investment in “physical AI” supports the higher‑margin, optionality narrative that bulls cite. Tesla is training its AI technology in China, local media reports
• Neutral Sentiment: Market commentary frames today’s move as a tech‑sector rebound after a volatile week — momentum-driven buying can lift TSLA short-term even if fundamentals remain mixed. Tesla’s stock rallies to end a rough week
• Neutral Sentiment: High‑profile buys (ARK/Cathie Wood) and trademark filings (Roadster hype) add retail and thematic interest but are speculative near-term catalysts. Cathie Wood Doubles Down On Tesla With $14.5 Million Stock Purchase, Ark Invest Pounces On AMD Dip
• Negative Sentiment: Legal risk: a judge indicated Tesla/Musk likely can’t escape a ‘Blade Runner 2049’ lawsuit — ongoing litigation creates headline risk and potential costs. Tesla, Musk likely can’t escape ‘Blade Runner 2049’ lawsuit, judge says
• Negative Sentiment: Competitive pressure: Volkswagen overtook Tesla as Europe’s top EV seller in 2025 and BYD is expanding in key markets — market‑share erosion and intensifying competition could weigh on auto margins. Volkswagen overtook Tesla as Europe’s top EV seller in 2025
• Negative Sentiment: Valuation and sales concerns persist: recent selloffs were driven by a near‑400–plus P/E, mixed sales headlines, and analyst debate over the car business vs. “physical AI” optionality. That makes TSLA sensitive to sentiment shifts. BLBD vs. TSLA: Which Stock Is the Better Value Option?

Tesla Stock Up 3.5%

NASDAQ:TSLA opened at $411.11 on Monday. The company has a debt-to-equity ratio of 0.08, a current ratio of 2.16 and a quick ratio of 1.77. Tesla, Inc. has a 1-year low of $214.25 and a 1-year high of $498.83. The company has a 50-day moving average of $446.45 and a 200 day moving average of $411.71. The firm has a market cap of $1.54 trillion, a PE ratio of 380.66, a price-to-earnings-growth ratio of 13.77 and a beta of 1.86.

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

Insider Buying and Selling

In related news, Director Kimbal Musk sold 56,820 shares of the company’s stock in a transaction 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 in the company, valued at $627,145,215.90. This represents a 3.92% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, Director James R. Murdoch sold 60,000 shares of the firm’s stock in a transaction dated 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 sale, the director directly owned 577,031 shares in the company, valued at approximately $257,009,607.40. The trade was a 9.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 119,457 shares of company stock valued at $53,501,145 over the last 90 days. Corporate insiders own 19.90% of the company’s stock.

Analyst Ratings Changes

TSLA has been the topic of a number of analyst reports. iA Financial set a $300.00 target price on Tesla in a research note on Monday, October 13th. Dbs Bank raised Tesla to a “hold” rating in a research report on Wednesday, November 5th. DZ Bank reiterated a “sell” rating on shares of Tesla in a research report on Thursday, January 29th. Benchmark reissued a “buy” rating on shares of Tesla in a research note on Thursday, October 23rd. Finally, Phillip Securities reduced their price target on shares of Tesla from $220.00 to $215.00 and set a “sell” rating on the stock in a research note on Monday, February 2nd. Seventeen analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and nine have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $403.92.

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.