CIBC Private Wealth Group LLC Raises Holdings in Tesla, Inc. $TSLA

CIBC Private Wealth Group LLC grew its stake in Tesla, Inc. (NASDAQ:TSLA) by 7.4% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 69,280 shares of the electric vehicle producer’s stock after buying an additional 4,789 shares during the quarter. CIBC Private Wealth Group LLC’s holdings in Tesla were worth $30,810,000 as of its most recent filing with the SEC.

A number of other large investors have also recently made changes to their positions in TSLA. Chapman Financial Group LLC purchased a new position in Tesla in the second quarter worth approximately $26,000. Manning & Napier Advisors LLC purchased a new stake in shares of Tesla in the 3rd quarter valued at approximately $29,000. CoreFirst Bank & Trust acquired a new stake in shares of Tesla in the 2nd quarter valued at $30,000. Turning Point Benefit Group Inc. acquired a new stake in shares of Tesla in the 3rd quarter valued at $30,000. Finally, Texas Capital Bancshares Inc TX purchased a new stake in shares of Tesla during the 3rd quarter worth $31,000. 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: Tesla’s new Class 8 Semi is getting strong early reviews from truckers for range (~500 miles), fast charging and a centered driving position — a positive commercial‑vehicle validation that could expand revenue beyond consumer EVs. Tesla Finally Has Its First Semi-Truck and It’s Already a Hit With Truckers
• Positive Sentiment: Elon Musk reiterated plans around in‑house AI chips (AI5/AI6) and Tesla’s Terafab chip project with a target tape‑out window, and Samsung is slated to manufacture Tesla chips — this supports Tesla’s self‑driving and Optimus plans and reduces some supplier risk. Tesla targets December 2026 for next-generation AI6 chip tape-out
• Positive Sentiment: Tesla and LG Energy confirmed a $4.3B U.S. battery plant for Megapack/energy storage — strengthens domestic supply for high‑margin energy products and supports revenue diversification. Tesla, LG Bet on U.S. Batteries With $4.3 Billion Plant
• Neutral Sentiment: Operational bright spots: Model Y remains a top global seller, and Tesla’s multiple chip and fab announcements keep a long‑term optionality narrative intact — but these are longer‑dated drivers. Tesla Model Y Emerges As World’s Best-Selling Car
• Negative Sentiment: The biggest near‑term negative: U.S. safety regulators (NHTSA) escalated the FSD probe to an engineering analysis covering millions of vehicles — this raises recall/enforcement risk and hits the core autonomy narrative that supports TSLA’s valuation. US auto safety regulator intensifies probe in Tesla vehicles with FSD
• Negative Sentiment: Analyst/investor concerns: UBS cut Q1 delivery estimates and reiterated skepticism about the robotaxi upside; some analysts warn the probe could lead to a costly recall — increasing downside risk if delivery momentum disappoints. UBS cuts Tesla Q1 delivery estimate and questions robotaxi upside
• Negative Sentiment: Legal and safety headlines (lawsuit from a Cybertruck crash survivor, recurring criticism that FSD may not perform reliably) add reputational and potential liability pressure that can amplify selling during risk‑off sessions. Survivor of deadly Cybertruck crash in the Bay Area is suing Tesla

Tesla Trading Down 3.2%

TSLA opened at $380.24 on Friday. The company has a quick ratio of 1.77, a current ratio of 2.16 and a debt-to-equity ratio of 0.08. Tesla, Inc. has a 52 week low of $214.25 and a 52 week high of $498.83. The business’s 50 day moving average is $416.30 and its two-hundred day moving average is $426.27. The firm has a market cap of $1.43 trillion, a price-to-earnings ratio of 352.07, a price-to-earnings-growth ratio of 11.61 and a beta of 1.89.

Tesla (NASDAQ:TSLA) last posted its quarterly earnings data on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share 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 the consensus estimate of $24.75 billion. Tesla had a return on equity of 4.86% and a net margin of 4.00%.The company’s revenue was down 3.1% compared to the same quarter last year. During the same period in the prior year, the company earned $0.73 earnings per share. On average, research analysts predict that Tesla, Inc. will post 2.56 EPS for the current year.

Analysts Set New Price Targets

Several equities analysts recently commented on TSLA shares. Deutsche Bank Aktiengesellschaft dropped their target price on Tesla from $500.00 to $480.00 and set a “buy” rating on the stock in a report on Friday, January 30th. New Street Research lifted their price target on Tesla from $520.00 to $600.00 and gave the stock a “buy” rating in a report on Tuesday, January 6th. TD Cowen increased their price objective on Tesla from $509.00 to $519.00 and gave the company a “buy” rating in a report on Thursday, January 29th. CICC Research upped their price target on Tesla from $450.00 to $500.00 and gave the company an “outperform” rating in a report on Thursday, December 18th. Finally, William Blair restated a “market perform” rating on shares of Tesla in a research report on Friday, January 2nd. Nineteen equities 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. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $406.84.

Insider Activity at Tesla

In related news, Director James R. Murdoch sold 60,000 shares of the 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 completion of the sale, the director owned 577,031 shares in the company, valued at $257,009,607.40. This represents a 9.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Vaibhav Taneja sold 2,264 shares of the firm’s stock in a transaction 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 transaction, the chief financial officer directly owned 18,106 shares in the company, valued at $7,188,625.18. The trade was a 11.11% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 87,995 shares of company stock worth $38,315,650 in the last 90 days. 19.90% of the stock is 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.