Client 1ST Advisory Group LLC Acquires Shares of 2,377 Tesla, Inc. $TSLA

Client 1ST Advisory Group LLC bought a new position in shares of Tesla, Inc. (NASDAQ:TSLA) during the fourth quarter, HoldingsChannel reports. The institutional investor bought 2,377 shares of the electric vehicle producer’s stock, valued at approximately $1,069,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Foster Group Inc. grew its holdings in Tesla by 4.2% during the 4th quarter. Foster Group Inc. now owns 7,358 shares of the electric vehicle producer’s stock valued at $3,309,000 after purchasing an additional 295 shares in the last quarter. Fiduciary Financial Group LLC lifted its holdings in Tesla by 6.7% in the 4th quarter. Fiduciary Financial Group LLC now owns 2,207 shares of the electric vehicle producer’s stock worth $993,000 after buying an additional 139 shares in the last quarter. Curated Wealth Partners LLC boosted its position in Tesla by 4.8% in the 4th quarter. Curated Wealth Partners LLC now owns 1,207 shares of the electric vehicle producer’s stock valued at $543,000 after buying an additional 55 shares during the last quarter. M.E. Allison & CO. Inc. grew its stake in shares of Tesla by 3.9% during the fourth quarter. M.E. Allison & CO. Inc. now owns 1,328 shares of the electric vehicle producer’s stock valued at $597,000 after acquiring an additional 50 shares in the last quarter. Finally, Wealth Group Ltd. grew its stake in shares of Tesla by 6.8% during the fourth quarter. Wealth Group Ltd. now owns 501 shares of the electric vehicle producer’s stock valued at $225,000 after acquiring an additional 32 shares in the last quarter. 66.20% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Wedbush analyst Daniel Ives reiterates a bullish view on Tesla and calls the Terafab chip push “an emerging AI powerhouse,” supporting upside thesis for Tesla’s AI/robotics roadmap and the stock’s re-rating. Daniel Ives Doubles Down on Tesla Stock, Calls TeraFab Push an ‘Emerging AI Powerhouse’
• Positive Sentiment: Elon Musk’s Terafab plan — a reported multi‑billion-dollar chip venture with SpaceX to build advanced fabs in Texas — bolsters Tesla’s vertical integration for AI chips, addressing a key supply bottleneck for Optimus, FSD and future data-center ambitions. Execution risk remains, but market reaction is positive. Tesla (TSLA) Unveils $20B Terafab Chip Manufacturing Venture to Challenge TSMC
• Positive Sentiment: European registrations reversed a year-plus decline in February (nearly +12% YoY), easing concerns about demand in a key market and supporting near-term sales momentum. Investors view this as a tangible recovery signal for vehicle volumes. European car sales rise modestly in February, Tesla reverses year-long skid
• Positive Sentiment: Positive Semi/battery headlines — including “million‑mile” battery claims tied to the Semi and celebrity praise after test drives — are supporting the product pipeline narrative and could improve long‑term revenue mix if commercial adoption scales. “Million-Mile Battery”: Tesla Stock (NASDAQ:TSLA) Jumps With New Semi Battery Claims Tesla Semi Gets Jay Leno Talking — And He Says This Could Be A Game‑Changer
• Neutral Sentiment: Reports that Tesla is vertically integrating semiconductor production (beyond Terafab coverage) show strategic alignment with autonomy/robotics goals — positive strategically but high capex and execution timelines keep near‑term impact uncertain. Tesla (TSLA) Accelerates Its Autonomous Driving Roadmap By Vertically Integrating Its Semiconductor Production
• Neutral Sentiment: Robotics/robot policy visibility at the White House increases public awareness of the space but the showcased humanoid wasn’t Tesla’s Optimus — a reminder that government attention can help the sector but doesn’t guarantee Tesla leadership. First Humanoid Robot Appears At White House With Melania Trump — And No, It Wasn’t Elon Musk’s Optimus
• Negative Sentiment: Intensifying competition in Europe — BYD’s sales surge (triple‑digit growth) and market share gains — remains a material threat to Tesla’s pricing and volume recovery in the region. That competitive pressure is a key risk to margins and growth expectations. Tesla’s Global Sales Crisis Deepens As BYD Surges 162% In Europe
• Negative Sentiment: Legal and reputational noise around Elon Musk (judge recusal request, political headlines, and offers like paying TSA) keeps regulatory/PR risk elevated — this can affect investor sentiment and invites short‑term volatility. Elon Musk asks judge to recuse herself in Tesla shareholder case, saying she hearted post about him losing a lawsuit White House Rejects Elon Musk Offer to Cover TSA Pay During DHS Shutdown
• Negative Sentiment: Regulatory scrutiny and uncertainty around the robotaxi/self‑driving timeline remain significant — any adverse findings or slower‑than‑expected progress could materially impair the high multiple investors assign to Tesla’s non‑auto growth opportunities. Is Tesla’s Robotaxi Future at Risk? (Hint: Yes, but It’s Complicated)

Analysts Set New Price Targets

TSLA has been the topic of several recent analyst reports. William Blair reiterated a “market perform” rating on shares of Tesla in a research note on Friday, January 2nd. China Renaissance lifted their price objective on Tesla from $380.00 to $382.00 and gave the stock a “hold” rating in a report on Monday, February 2nd. Needham & Company LLC reaffirmed a “hold” rating on shares of Tesla in a research report on Thursday, January 29th. Barclays reiterated a “neutral” rating on shares of Tesla in a research note on Wednesday, March 4th. Finally, JPMorgan Chase & Co. dropped their price target on shares of Tesla from $150.00 to $145.00 and set an “underweight” rating for the company in a research note on Friday, January 30th. Nineteen equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and nine have assigned a Sell rating to the company. According to MarketBeat, Tesla currently has a consensus rating of “Hold” and an average price target of $406.84.

Tesla Trading Up 0.8%

Shares of NASDAQ TSLA opened at $385.95 on Thursday. 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 stock’s 50 day moving average price is $411.05 and its two-hundred day moving average price is $428.07. Tesla, Inc. has a 52-week low of $214.25 and a 52-week high of $498.83. The stock has a market capitalization of $1.45 trillion, a P/E ratio of 357.36, a PEG ratio of 11.33 and a beta of 1.89.

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

Insider Activity

In other news, CFO Vaibhav Taneja sold 2,264 shares of the stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $397.03, for a total transaction of $898,875.92. Following the sale, the chief financial officer directly owned 18,106 shares in the company, valued at approximately $7,188,625.18. This represents a 11.11% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director James R. Murdoch sold 60,000 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $445.40, for a total value of $26,724,000.00. Following the completion of the sale, the director directly owned 577,031 shares in the company, valued at approximately $257,009,607.40. This trade represents a 9.42% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 87,995 shares of company stock valued at $38,315,650. 19.90% of the stock is currently owned by insiders.

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.