BXM Wealth LLC Grows Position in Tesla, Inc. $TSLA

BXM Wealth LLC grew its position in shares of Tesla, Inc. (NASDAQ:TSLA) by 345.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,287 shares of the electric vehicle producer’s stock after purchasing an additional 5,651 shares during the quarter. BXM Wealth LLC’s holdings in Tesla were worth $3,277,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the company. Chapman Financial Group LLC acquired a new position in shares of Tesla in the second quarter worth about $26,000. Manning & Napier Advisors LLC acquired a new stake in shares of Tesla during the 3rd quarter valued at about $29,000. CoreFirst Bank & Trust purchased a new position in shares of Tesla in the 2nd quarter valued at about $30,000. Turning Point Benefit Group Inc. acquired a new position in Tesla in the 3rd quarter worth about $30,000. Finally, First Community Trust NA acquired a new position in Tesla in the 4th quarter worth about $31,000. 66.20% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on the company. Zacks Research lowered Tesla from a “hold” rating to a “strong sell” rating in a research report on Monday, March 30th. Phillip Securities cut their price target on shares of Tesla from $220.00 to $215.00 and set a “sell” rating for the company in a report on Monday, February 2nd. Cantor Fitzgerald restated an “overweight” rating and set a $510.00 price objective on shares of Tesla in a research report on Thursday, January 29th. Piper Sandler reiterated an “overweight” rating on shares of Tesla in a research report on Thursday, January 29th. Finally, Glj Research reissued a “sell” rating on shares of Tesla in a research note on Monday, March 30th. Nineteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and ten have given a Sell rating to the stock. Based on data from MarketBeat, Tesla has a consensus rating of “Hold” and an average price target of $402.61.

Key Headlines Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: China demand pickup — China‑made EV shipments rose ~8.7% in March, signaling improving momentum in Tesla’s largest market. Read More.
• Positive Sentiment: Japan expansion — Tesla plans to double down in Japan (targeting ~60 stores) to chase top imported‑car position, a growth avenue outside core markets. Read More.
• Neutral Sentiment: SpaceX IPO narrative — A potential SpaceX IPO is resurfacing merger/partnership chatter that could influence investor sentiment, but it’s a longer‑dated, narrative‑driven factor rather than an immediate catalyst for Tesla’s fundamentals. Read More.
• Neutral Sentiment: Software/AI progress — FSD v14.3 is in employee beta and Tesla continues to pitch AI/robotics (Optimus/Cybercab) as future growth levers; meaningful monetization remains uncertain and farther out. Read More.
• Negative Sentiment: Delivery miss & inventory build — Q1 deliveries (358,023) missed consensus; production outpaced deliveries by ~50k units, prompting concerns about softer demand, potential markdowns and near‑term margin pressure. This is the primary reason the shares moved lower. Read More.
• Negative Sentiment: Energy storage slowdown — Energy storage deployments (reported 8.8 GWh) fell short of expectations and declined sequentially, testing Tesla’s diversification narrative and cash‑generation hopes. Read More.
• Negative Sentiment: Analyst cuts & sentiment hit — Multiple firms (Goldman, Truist, Baird and others) trimmed price targets and tone after the delivery report, increasing near‑term downside risk as estimates are reworked. Read More.
• Negative Sentiment: Capex & execution concerns — Barclays flagged rising capex needs as Tesla pivots toward AI, robotics and autonomy, which could mean higher capital intensity and pressure on free cash flow. Read More.
• Negative Sentiment: Leases & earnings risk — A returning wave of lease returns and used‑vehicle supply could weigh on used prices and upcoming earnings, per industry commentary. Read More.
• Negative Sentiment: Insider selling & workforce shrink — A Tesla director disclosed a ~$9.27M share sale and reports show the Texas factory workforce shrank ~22% in 2025, both raising questions about demand/execution near term. Read More.

Insider Transactions at Tesla

In other Tesla news, Director Kathleen Wilson-Thompson sold 25,809 shares of the firm’s stock in a transaction on Monday, March 30th. The stock was sold at an average price of $359.33, for a total transaction of $9,273,947.97. Following the completion of the transaction, the director owned 33,860 shares of the company’s stock, valued at approximately $12,166,913.80. This trade represents a 43.25% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Vaibhav Taneja sold 2,264 shares of the business’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $397.03, for a total value of $898,875.92. Following the completion of the transaction, the chief financial officer owned 18,106 shares of the company’s stock, valued at $7,188,625.18. This trade represents a 11.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 53,804 shares of company stock valued at $20,865,598. 19.90% of the stock is owned by insiders.

Tesla Price Performance

Tesla stock opened at $360.59 on Monday. The company’s 50 day simple moving average is $401.06 and its 200-day simple moving average is $427.56. Tesla, Inc. has a 1 year low of $214.25 and a 1 year high of $498.83. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.77 and a current ratio of 2.16. The company has a market capitalization of $1.35 trillion, a price-to-earnings ratio of 333.88, a price-to-earnings-growth ratio of 10.69 and a beta of 1.91.

Tesla (NASDAQ:TSLA) last posted its quarterly earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share (EPS) 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%.Tesla’s revenue for the quarter was down 3.1% compared to the same quarter last year. During the same quarter last year, the company earned $0.73 EPS. As a group, equities research analysts expect that Tesla, Inc. will post 2.56 earnings per share for the current year.

Tesla 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.