Robert W. Baird Lowers Tesla (NASDAQ:TSLA) Price Target to $522.00

Tesla (NASDAQ:TSLA) had its target price reduced by stock analysts at Robert W. Baird from $538.00 to $522.00 in a research report issued on Friday,MarketScreener reports. The brokerage currently has an “outperform” rating on the electric vehicle producer’s stock. Robert W. Baird’s price target points to a potential upside of 38.72% from the company’s current price.

Several other brokerages also recently commented on TSLA. The Goldman Sachs Group reiterated a “neutral” rating on shares of Tesla in a report on Thursday. Truist Financial decreased their price target on shares of Tesla from $438.00 to $400.00 and set a “hold” rating on the stock in a research report on Thursday, April 2nd. New Street Research raised their price target on shares of Tesla from $520.00 to $600.00 and gave the stock a “buy” rating in a research report on Tuesday, January 6th. Mizuho decreased their price target on shares of Tesla from $540.00 to $480.00 and set an “outperform” rating on the stock in a research report on Thursday. Finally, Stifel Nicolaus set a $508.00 price target on shares of Tesla in a research report on Thursday, January 29th. Eighteen analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and eight have assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $398.45.

Tesla Stock Performance

Shares of TSLA opened at $376.30 on Friday. The company has a market capitalization of $1.41 trillion, a PE ratio of 345.23, a price-to-earnings-growth ratio of 11.87 and a beta of 1.91. Tesla has a one year low of $259.63 and a one year high of $498.83. The company has a debt-to-equity ratio of 0.09, a current ratio of 2.04 and a quick ratio of 1.77. The company’s fifty day moving average price is $385.94 and its 200 day moving average price is $420.67.

Tesla (NASDAQ:TSLA) last announced its earnings results on Wednesday, April 22nd. The electric vehicle producer reported $0.41 EPS for the quarter, topping the consensus estimate of $0.39 by $0.02. The firm had revenue of $22.39 billion for the quarter, compared to the consensus estimate of $22.96 billion. Tesla had a net margin of 3.95% and a return on equity of 4.89%. The business’s quarterly revenue was up 15.8% on a year-over-year basis. During the same quarter last year, the firm posted $0.27 EPS. As a group, analysts expect that Tesla will post 1.36 earnings per share for the current year.

Insider Activity

In other news, Director Kathleen Wilson-Thompson sold 25,809 shares of Tesla stock in a transaction dated Monday, March 30th. The shares were sold at an average price of $359.33, for a total transaction of $9,273,947.97. Following the sale, the director directly owned 33,860 shares in the company, valued at approximately $12,166,913.80. The trade was a 43.25% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Vaibhav Taneja sold 2,264 shares of Tesla stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $397.03, for a total transaction of $898,875.92. Following the sale, the chief financial officer owned 18,106 shares in the company, valued at approximately $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. Over the last quarter, insiders have sold 53,804 shares of company stock worth $20,865,598. 19.90% of the stock is owned by company insiders.

Institutional Trading of Tesla

Several institutional investors have recently made changes to their positions in the business. Relyea Zuckerberg Hanson LLC boosted its position in Tesla by 0.4% in the third quarter. Relyea Zuckerberg Hanson LLC now owns 6,558 shares of the electric vehicle producer’s stock valued at $2,916,000 after buying an additional 23 shares in the last quarter. Equita Financial Network Inc. boosted its position in Tesla by 2.8% in the third quarter. Equita Financial Network Inc. now owns 855 shares of the electric vehicle producer’s stock valued at $380,000 after buying an additional 23 shares in the last quarter. VanderPol Investments L.L.C. boosted its position in Tesla by 2.2% in the third quarter. VanderPol Investments L.L.C. now owns 1,070 shares of the electric vehicle producer’s stock valued at $464,000 after buying an additional 23 shares in the last quarter. Resonant Capital Advisors LLC boosted its position in Tesla by 0.3% in the third quarter. Resonant Capital Advisors LLC now owns 8,577 shares of the electric vehicle producer’s stock valued at $3,814,000 after buying an additional 23 shares in the last quarter. Finally, Cloud Capital Management LLC boosted its position in Tesla by 1.1% in the third quarter. Cloud Capital Management LLC now owns 2,076 shares of the electric vehicle producer’s stock valued at $923,000 after buying an additional 23 shares in the last quarter. 66.20% of the stock is currently owned by institutional investors and hedge funds.

Tesla News Summary

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Q1 beat and positive free cash flow give near-term support: Tesla topped EPS estimates and reported positive free cash flow, which reassures income-focused investors even as the company pivots toward AI and services. Tesla Q1 Earnings Beat on Vehicle Demand Rebound
• Positive Sentiment: Cybercab production begins — tangible progress on robotaxi strategy: Videos and company posts show the Cybercab rolling off the Austin line, a concrete operational milestone that supports the long-term autonomy narrative. Watch the Cybercab robotaxi roll off Tesla’s production line
• Positive Sentiment: Some analyst support: DZ Bank lifted its rating (Sell → Hold) and other firms reiterated favorable views, giving the rally more analyst-backed legitimacy. DZ Bank Upgrades Tesla From Sell to Hold
• Neutral Sentiment: $2B investment in SpaceX deepens Musk-era linkages — strategic optionality but raises governance/related-party questions; impact on Tesla depends on future returns from collaborations. Elon Musk’s Tesla Invested $2 Billion Into SpaceX
• Neutral Sentiment: Quiet $2B AI-hardware acquisition disclosed — strengthens Tesla’s AI stack but raises transparency questions; investors will watch integration and capex offsets. Tesla quietly discloses $2 billion AI hardware company acquisition
• Negative Sentiment: Massive $25B CapEx hike spooks investors — Musk’s push into AI, chips, Optimus and robotaxis means cash flow is likely to go negative for the rest of 2026, heightening execution and dilution risk. Tesla’s $25 billion spending plan tests investor faith
• Negative Sentiment: Musk’s FSD admissions and upgrade requirements create reputational and cost risks — public comments that past FSD claims were overstated and that many cars need hardware retrofits could trigger customer pushback, regulatory scrutiny and unexpected warranty/capex. Elon Musk admits millions of Tesla owners need upgrades for true ‘Full Self-Driving’
• Negative Sentiment: Allegations and admissions around FSD claims raise legal/regulatory pressure — headlines that management “admitted” past FSD claims were misleading increase litigation and oversight risk, a potential overhang on sentiment. Musk Admits Tesla Full Self-Driving Claims Were Lies
• Negative Sentiment: Robotaxi timeline pulled back / rollout uncertainty: Management removed concrete near-term city timelines, increasing execution risk and pushing some valuation farther into the future. Tesla’s robotaxi timeline just got a little fuzzier

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.