Barclays Reiterates “Neutral” Rating for Tesla (NASDAQ:TSLA)

Tesla (NASDAQ:TSLA)‘s stock had its “neutral” rating reaffirmed by research analysts at Barclays in a report released on Wednesday,MarketScreener reports.

Other equities research analysts also recently issued research reports about the stock. Morgan Stanley set a $415.00 target price on shares of Tesla and gave the company an “equal weight” rating in a research note on Thursday, January 29th. TD Cowen reduced their target price on shares of Tesla from $519.00 to $490.00 and set a “buy” rating on the stock in a research note on Wednesday. Bank of America started coverage on shares of Tesla in a research note on Wednesday, March 4th. They issued a “buy” rating and a $460.00 target price on the stock. Zacks Research downgraded shares of Tesla from a “hold” rating to a “strong sell” rating in a research note on Monday, March 30th. Finally, Phillip Securities reduced their target price on shares of Tesla from $220.00 to $215.00 and set a “sell” rating on the stock in a research note on Monday, February 2nd. Nineteen investment analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and nine have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $398.61.

Tesla Trading Down 0.8%

TSLA stock opened at $388.90 on Wednesday. Tesla has a twelve month low of $222.79 and a twelve month high of $498.83. The stock has a market capitalization of $1.46 trillion, a price-to-earnings ratio of 360.09, a price-to-earnings-growth ratio of 12.24 and a beta of 1.91. 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 firm’s fifty day simple moving average is $389.92 and its two-hundred day simple moving average is $423.18.

Tesla (NASDAQ:TSLA) last announced its earnings results 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. Tesla had a net margin of 4.00% and a return on equity of 4.86%. The business had revenue of $24.90 billion for the quarter, compared to the consensus estimate of $24.75 billion. During the same quarter in the prior year, the firm posted $0.73 earnings per share. The business’s revenue for the quarter was down 3.1% on a year-over-year basis. As a group, analysts anticipate that Tesla will post 2.56 earnings per share for the current year.

Insider Transactions at Tesla

In related news, Director Kathleen Wilson-Thompson sold 25,809 shares of the company’s stock in a transaction dated Monday, March 30th. The shares were sold at an average price of $359.33, for a total value of $9,273,947.97. Following the completion of the sale, the director directly owned 33,860 shares of the company’s stock, valued at $12,166,913.80. This represents a 43.25% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Vaibhav Taneja sold 2,264 shares of the company’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $397.03, for a total transaction of $898,875.92. Following the completion of the sale, the chief financial officer directly owned 18,106 shares of the company’s stock, valued at approximately $7,188,625.18. This trade represents a 11.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 53,804 shares of company stock worth $20,865,598. Company insiders own 19.90% of the company’s stock.

Institutional Trading of Tesla

A number of hedge funds have recently added to or reduced their stakes in TSLA. Norges Bank purchased a new stake in Tesla in the fourth quarter worth about $17,128,100,000. Corient Private Wealth LLC lifted its position in shares of Tesla by 3,205.5% during the fourth quarter. Corient Private Wealth LLC now owns 21,459,599 shares of the electric vehicle producer’s stock valued at $9,650,811,000 after buying an additional 20,810,386 shares during the last quarter. Bank of America Corp DE lifted its position in shares of Tesla by 56.0% during the fourth quarter. Bank of America Corp DE now owns 20,755,605 shares of the electric vehicle producer’s stock valued at $9,334,211,000 after buying an additional 7,450,766 shares during the last quarter. Cardano Risk Management B.V. lifted its position in shares of Tesla by 882.8% during the fourth quarter. Cardano Risk Management B.V. now owns 8,202,060 shares of the electric vehicle producer’s stock valued at $3,688,630,000 after buying an additional 7,367,507 shares during the last quarter. Finally, Vanguard Group Inc. lifted its position in shares of Tesla by 2.6% during the fourth quarter. Vanguard Group Inc. now owns 258,925,024 shares of the electric vehicle producer’s stock valued at $116,443,762,000 after buying an additional 6,538,720 shares during the last quarter. 66.20% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: European regulatory approval for supervised Full Self‑Driving (FSD) — the Dutch nod is a tangible commercialization step that expands FSD’s addressable market and supports the “physical AI” growth narrative. Tesla Just Scored an FSD Win in Europe. What Does That Mean for TSLA Stock?
• Positive Sentiment: AI5 chip tape‑out announced — a progress milestone for Tesla’s in‑house AI/robotics hardware that underpins robotaxi and Optimus ambitions; it fuels bullish longer‑term upside expectations around AI revenue streams. Tesla Tapes Out AI5 Self-Driving Chip
• Positive Sentiment: Analyst sentiment and software updates boosted buying — UBS and other outlets have turned less bearish recently and Tesla’s Spring software update (plus CEO social posts on chip progress) triggered short‑covering and inflows. That helped fuel the mid‑week rally. Tesla shares climb more than 6% after analyst upgrade, software updates
• Neutral Sentiment: Q1 earnings (Apr 22) and guidance risk — Street expectations and management commentary on EV deliveries, margins and Terafab capex will drive near‑term direction; investors are positioning ahead of the print. Can Tesla Stock Capitalize on the Market Rally Ahead of Earnings?
• Neutral Sentiment: Product engagement monetization tests (FSD “Streaks”, bundled insurance) — initiatives aim to increase FSD usage and revenue per car but raise questions about sustainability and liability/PR risk as regulators watch. Tesla Launches FSD Streaks: Is Self-Driving Software Being ‘Gamified?’
• Negative Sentiment: Cybertruck demand may be artificially propped by Musk‑controlled companies — multiple reports show SpaceX and other Musk entities account for a material share of Cybertruck registrations, raising concerns about organic consumer demand. Elon Musk’s other companies are the biggest buyers of the Tesla Cybertruck
• Negative Sentiment: Disclosure/governance questions after reports SpaceX bought Cybertrucks in bulk — related‑party sales without clear disclosure can depress investor confidence and invite scrutiny. SpaceX Was Buying Cybertrucks in Bulk. Tesla Didn’t Tell Anyone.
• Negative Sentiment: Rising competition in pickups and robotics — well‑funded rivals (e.g., Bezos‑backed Slate raising $650M) and lower‑cost robot entrants add execution risk to Tesla’s vehicle and humanoid roadmaps. Jeff Bezos-Backed Tesla Rival Slate Raises $650 Million In Latest Funding Round—Receives 160,000 Reservations For $25K Pickup

About Tesla

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.