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

Tesla (NASDAQ:TSLA)‘s stock had its “neutral” rating reissued by equities researchers at Barclays in a note issued to investors on Friday,MarketScreener reports.

Several other brokerages have also recently issued reports on TSLA. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $510.00 price objective on shares of Tesla in a report on Thursday, January 29th. Dbs Bank upgraded shares of Tesla to a “hold” rating in a research report on Wednesday, November 5th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Tesla in a research report on Tuesday, January 27th. Wells Fargo & Company reduced their target price on shares of Tesla from $130.00 to $125.00 and set an “underweight” rating on the stock in a report on Thursday, January 29th. Finally, Needham & Company LLC reaffirmed a “hold” rating on shares of Tesla in a report on Thursday, January 29th. Seventeen research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and nine have given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $403.92.

Tesla Stock Up 3.5%

TSLA opened at $411.11 on Friday. The company has a market capitalization of $1.54 trillion, a PE ratio of 380.66, a price-to-earnings-growth ratio of 13.77 and a beta of 1.86. The firm has a 50-day simple moving average of $446.45 and a two-hundred day simple moving average of $411.15. 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 has a 52 week low of $214.25 and a 52 week high of $498.83.

Tesla (NASDAQ:TSLA) last posted its earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 EPS for the quarter, topping analysts’ consensus estimates of $0.45 by $0.05. The company had revenue of $24.90 billion for 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 firm’s revenue for the quarter was down 3.1% on a year-over-year basis. During the same period in the previous year, the business earned $0.73 earnings per share. Analysts forecast that Tesla will post 2.56 earnings per share for the current fiscal year.

Insider Transactions at Tesla

In other news, Director Kimbal Musk sold 56,820 shares of the stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $450.66, for a total value of $25,606,501.20. Following the sale, the director directly owned 1,391,615 shares in the company, valued at approximately $627,145,215.90. This represents a 3.92% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO Vaibhav Taneja sold 2,637 shares of the business’s stock in a transaction on Monday, December 8th. The shares were 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. The trade was a 16.09% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 119,457 shares of company stock worth $53,501,145. 19.90% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Tesla

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Brighton Jones LLC raised its position in Tesla by 11.8% during the 4th quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer’s stock valued at $35,509,000 after purchasing an additional 9,293 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Tesla by 21.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,317 shares of the electric vehicle producer’s stock valued at $2,147,000 after buying an additional 931 shares during the period. Bison Wealth LLC raised its holdings in shares of Tesla by 52.2% in the fourth quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer’s stock valued at $4,187,000 after acquiring an additional 3,558 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in Tesla by 9.1% in the second quarter. Sivia Capital Partners LLC now owns 12,135 shares of the electric vehicle producer’s stock worth $3,855,000 after acquiring an additional 1,011 shares during the period. Finally, AGP Franklin LLC grew its holdings in Tesla by 21.2% during the 2nd quarter. AGP Franklin LLC now owns 4,861 shares of the electric vehicle producer’s stock worth $1,544,000 after acquiring an additional 851 shares in the last quarter. Institutional investors own 66.20% of the company’s stock.

Key Headlines Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla is hiring to support Elon Musk’s expanded U.S. solar strategy, signaling capital allocation and execution toward scaling rooftop and cell production — a clear revenue diversification play beyond cars. Tesla executives say hiring is ramping up to support Musk’s expanded solar strategy
• Positive Sentiment: Tesla is scouting U.S. sites and pushing to expand solar cell manufacturing with a 100‑GW ambition tied to AI/data center power needs — a strategic commitment that could drive long-term revenue and vertical integration. Tesla Eyes US Solar Cell Expansion, Musk Targets 100-Gigawatt Power Push For AI Data Centers
• Positive Sentiment: Tesla launched a vehicle‑to‑grid pilot in Texas for Cybertruck owners to earn bill credits by sending power back to the grid — commercializing vehicle energy services and improving EV ownership economics. Tesla Lets Cybertruck Owners Earn Bill Credits by Powering the Grid
• Positive Sentiment: Reports show Tesla training AI systems in China and promoting its Optimus robotics/robotaxi initiatives — continued investment in “physical AI” supports the higher‑margin, optionality narrative that bulls cite. Tesla is training its AI technology in China, local media reports
• Neutral Sentiment: Market commentary frames today’s move as a tech‑sector rebound after a volatile week — momentum-driven buying can lift TSLA short-term even if fundamentals remain mixed. Tesla’s stock rallies to end a rough week
• Neutral Sentiment: High‑profile buys (ARK/Cathie Wood) and trademark filings (Roadster hype) add retail and thematic interest but are speculative near-term catalysts. Cathie Wood Doubles Down On Tesla With $14.5 Million Stock Purchase, Ark Invest Pounces On AMD Dip
• Negative Sentiment: Legal risk: a judge indicated Tesla/Musk likely can’t escape a ‘Blade Runner 2049’ lawsuit — ongoing litigation creates headline risk and potential costs. Tesla, Musk likely can’t escape ‘Blade Runner 2049’ lawsuit, judge says
• Negative Sentiment: Competitive pressure: Volkswagen overtook Tesla as Europe’s top EV seller in 2025 and BYD is expanding in key markets — market‑share erosion and intensifying competition could weigh on auto margins. Volkswagen overtook Tesla as Europe’s top EV seller in 2025
• Negative Sentiment: Valuation and sales concerns persist: recent selloffs were driven by a near‑400–plus P/E, mixed sales headlines, and analyst debate over the car business vs. “physical AI” optionality. That makes TSLA sensitive to sentiment shifts. BLBD vs. TSLA: Which Stock Is the Better Value Option?

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.