FY2027 EPS Estimates for Tesla Increased by Erste Group Bank

Tesla, Inc. (NASDAQ:TSLA) – Equities researchers at Erste Group Bank lifted their FY2027 earnings per share estimates for shares of Tesla in a research report issued to clients and investors on Tuesday, March 24th. Erste Group Bank analyst S. Lingnau now anticipates that the electric vehicle producer will post earnings of $1.96 per share for the year, up from their prior estimate of $1.88. The consensus estimate for Tesla’s current full-year earnings is $2.56 per share.

Tesla (NASDAQ:TSLA) last posted its earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share for the quarter, beating analysts’ consensus estimates of $0.45 by $0.05. The company had revenue of $24.90 billion for the quarter, compared to analyst estimates of $24.75 billion. Tesla had a return on equity of 4.86% and a net margin of 4.00%.The company’s revenue for the quarter was down 3.1% on a year-over-year basis. During the same quarter last year, the company earned $0.73 earnings per share.

Several other brokerages have also recently weighed in on TSLA. Benchmark restated a “buy” rating on shares of Tesla in a research note on Wednesday, February 11th. China Renaissance increased their target price on shares of Tesla from $380.00 to $382.00 and gave the company a “hold” rating in a report on Monday, February 2nd. Bank of America began coverage on shares of Tesla in a research report on Wednesday, March 4th. They set a “buy” rating and a $460.00 price target on the stock. Mizuho set a $540.00 price target on shares of Tesla and gave the stock an “outperform” rating in a report on Thursday, January 29th. Finally, Wells Fargo & Company reduced their price objective on shares of Tesla from $130.00 to $125.00 and set an “underweight” rating for the company in a research report on Thursday, January 29th. Nineteen research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and nine have assigned a Sell rating to the company. Based on data from MarketBeat.com, Tesla has a consensus rating of “Hold” and an average price target of $406.84.

Tesla Trading Down 2.8%

Shares of Tesla stock opened at $361.83 on Thursday. The company has a market capitalization of $1.36 trillion, a P/E ratio of 335.03, a price-to-earnings-growth ratio of 11.01 and a beta of 1.89. The stock has a fifty day simple moving average of $408.20 and a 200 day simple moving average of $427.78. Tesla has a 12-month low of $214.25 and a 12-month high of $498.83. The company has a current ratio of 2.16, a quick ratio of 1.77 and a debt-to-equity ratio of 0.08.

Institutional Investors Weigh In On Tesla

Several large investors have recently modified their holdings of the stock. Networth Advisors LLC bought a new position in Tesla during the fourth quarter valued at $26,000. Chapman Financial Group LLC bought a new stake in shares of Tesla in the second quarter valued at $26,000. Davidson Capital Management Inc. raised its stake in shares of Tesla by 79.4% in the fourth quarter. Davidson Capital Management Inc. now owns 61 shares of the electric vehicle producer’s stock valued at $27,000 after buying an additional 27 shares during the period. Manning & Napier Advisors LLC purchased a new position in shares of Tesla during the 3rd quarter valued at $29,000. Finally, CoreFirst Bank & Trust bought a new position in shares of Tesla during the 2nd quarter worth $30,000. Hedge funds and other institutional investors own 66.20% of the company’s stock.

Insider Transactions at Tesla

In related news, CFO Vaibhav Taneja sold 2,264 shares of the business’s stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $397.03, for a total value of $898,875.92. Following the transaction, the chief financial officer directly owned 18,106 shares of the company’s stock, valued at approximately $7,188,625.18. The trade was a 11.11% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Kathleen Wilson-Thompson sold 25,731 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $415.56, for a total transaction of $10,692,774.36. Following the transaction, the director owned 19,669 shares of the company’s stock, valued at approximately $8,173,649.64. The trade was a 56.68% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 87,995 shares of company stock worth $38,315,650 in the last ninety days. Company insiders own 19.90% of the company’s stock.

Key Stories Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Wedbush reaffirmed an “outperform” rating and keeps a $600 price target on TSLA, giving bulls a high‑conviction upside case that supports long‑term holders. Wedbush $600 PT
• Positive Sentiment: Some data suggest Tesla is relatively resilient within a weak EV market — one headline calls Tesla a “big winner” amid a steep 28% U.S. EV sales slump, which could mean share gains if Tesla maintains share vs. peers. Tesla winner in EV slump
• Neutral Sentiment: Analysts and strategists note deliveries will be the key catalyst next week — Gene Munster says delivery figures could move broader equities, so TSLA may swing sharply on the print. Gene Munster on deliveries
• Neutral Sentiment: Market participants are watching Tesla’s Q1 delivery release scheduled for April 2 as the near‑term event that will likely determine whether the stock stabilizes or sells off further. Mark calendars for April 2
• Negative Sentiment: Delivery fears and downward revisions are pressuring the stock: Tesla‑published and independent consensus for Q1 deliveries sits near ~365k and Tesla recently trimmed its 2026 delivery outlook to ~1.69M, prompting analyst cuts and delta‑sized positioning. Q1 delivery consensus Tesla cuts 2026 delivery outlook
• Negative Sentiment: Macro and geopolitical risk (Iran war → rising oil) have knocked broader tech and auto stocks lower; headlines pushing oil toward $100 are creating rate/inflation fear that amplifies selling in TSLA. Oil near $100, markets slide Tech stocks suffer worst week
• Negative Sentiment: Competitive pressure in China and Canada (BYD expansion and record orders) plus weakening brand perception and higher EV prices/borrowing costs are weighing on demand expectations for Tesla. BYD moving into Canada

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.