Tesla, Inc. $TSLA Shares Bought by ARK Investment Management LLC

ARK Investment Management LLC increased its holdings in shares of Tesla, Inc. (NASDAQ:TSLA) by 16.6% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 3,589,622 shares of the electric vehicle producer’s stock after acquiring an additional 512,158 shares during the period. Tesla comprises about 9.5% of ARK Investment Management LLC’s investment portfolio, making the stock its biggest position. ARK Investment Management LLC owned 0.11% of Tesla worth $1,596,377,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the business. Manning & Napier Advisors LLC bought a new position in shares of Tesla during the 3rd quarter worth approximately $29,000. Westend Capital Management LLC bought a new position in shares of Tesla during the third quarter valued at $32,000. Chapman Financial Group LLC acquired a new stake in shares of Tesla in the 2nd quarter valued at $26,000. CoreFirst Bank & Trust bought a new stake in shares of Tesla in the 2nd quarter worth about $30,000. Finally, ESL Trust Services LLC increased its position in shares of Tesla by 1,900.0% during the 2nd quarter. ESL Trust Services LLC now owns 100 shares of the electric vehicle producer’s stock worth $32,000 after purchasing an additional 95 shares in the last quarter. Institutional investors and hedge funds own 66.20% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have commented on TSLA shares. Cantor Fitzgerald restated an “overweight” rating and issued a $510.00 price target on shares of Tesla in a research report on Thursday, January 29th. New Street Research boosted their target price on Tesla from $520.00 to $600.00 and gave the stock a “buy” rating in a report on Tuesday, January 6th. Morgan Stanley set a $415.00 price target on Tesla and gave the company an “equal weight” rating in a report on Thursday, January 29th. Mizuho set a $540.00 price objective on Tesla and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Finally, JPMorgan Chase & Co. lowered their target price on Tesla from $150.00 to $145.00 and set an “underweight” rating for the company in a research note on Friday, January 30th. Nineteen 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. According to MarketBeat, Tesla presently has an average rating of “Hold” and an average target price of $406.84.

Insider Activity at Tesla

In related 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 value of $26,724,000.00. Following the sale, the director directly owned 577,031 shares of the company’s stock, valued at approximately $257,009,607.40. The trade was a 9.42% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CFO Vaibhav Taneja sold 2,637 shares of the stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $443.93, for a total value of $1,170,643.41. Following the transaction, the chief financial officer owned 13,757 shares of the company’s stock, valued at approximately $6,107,145.01. This trade represents a 16.09% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 145,188 shares of company stock valued at $64,193,919. Corporate insiders own 19.90% of the company’s stock.

Trending Headlines about Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Bank of America resumed coverage with a Buy rating and $460 price target, calling Tesla the current leader in consumer autonomy and robotaxis — a high‑profile vote of confidence that lifts sentiment. Tesla Stock Is Rising as It Gets a New Vote of Confidence From Wall Street
• Positive Sentiment: Analysts and outlets are emphasizing Tesla’s autonomy upside — some argue the self‑driving/robotaxi opportunity could be worth more than the EV division, supporting a higher multiple. Tesla’s self-driving effort could be worth more than double its EV division
• Positive Sentiment: New footage and reports of a Model Y completing a long FSD run without intervention have reignited optimism about software progress and commercial autonomy prospects. Tesla Model Y Completes Huge FSD Run Without Intervention, Tesla Stock (NASDAQ:TSLA) Surges
• Positive Sentiment: Some European markets showed signs of sales stabilization/rebound in February (France, Portugal), reducing near‑term delivery worries in key markets. Does Tesla’s February Sales Surge Signal a Turnaround in Europe?
• Neutral Sentiment: Elon Musk’s comments about Tesla developing AGI and humanoid robots keep long‑term upside narratives alive but are speculative and unlikely to affect near‑term fundamentals. ‘Tesla Will Probably Be the First to Make AGI in Humanoid Form,’ Says Elon Musk
• Neutral Sentiment: CATL’s announced AI spending push highlights faster innovation across the battery supply chain — a reminder of technology competition that could be either supportive or competitive for Tesla. Chinese Battery Giant CATL Ready to Rattle the World With AI Spending Splurge
• Negative Sentiment: Regulatory risk: Tesla must submit detailed FSD data to the NHTSA by March 9 — a missed or problematic filing could escalate scrutiny and hit sentiment, making autonomy progress a near‑term risk. Tesla’s 2026 May Hinge on a March 9 Outcome
• Negative Sentiment: Regionally weak data: UK registrations reportedly plunged in February, underscoring ongoing demand variability in Europe. Tesla’s UK sales plummet in February but outpace BYD, New Automotive data shows
• Negative Sentiment: Some sell‑side skepticism persists: BNP Paribas recently cut its target to $280 (Underperform), and labor/union pressure at the Berlin Gigafactory adds operational risk. BNP Paribas adjusts price target on Tesla to $280 from $313, maintains underperform rating German union aims for breakthrough at Tesla Berlin plant

Tesla Stock Performance

Shares of TSLA stock opened at $405.94 on Thursday. The stock has a market cap of $1.52 trillion, a PE ratio of 375.87, a price-to-earnings-growth ratio of 13.97 and a beta of 1.89. The stock has a 50-day moving average of $428.32 and a 200-day moving average of $422.35. 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 one year low of $214.25 and a one year high of $498.83.

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, topping the consensus estimate 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 net margin of 4.00% and a return on equity of 4.86%. The business’s revenue for the quarter was down 3.1% compared to the same quarter last year. During the same period last year, the business posted $0.73 earnings per share. As a group, sell-side analysts expect that Tesla, Inc. will post 2.56 earnings per share for the current year.

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.