Allspring Global Investments Holdings LLC Raises Position in Tesla, Inc. $TSLA

Allspring Global Investments Holdings LLC increased its holdings in Tesla, Inc. (NASDAQ:TSLA) by 1.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 269,601 shares of the electric vehicle producer’s stock after purchasing an additional 4,628 shares during the period. Allspring Global Investments Holdings LLC’s holdings in Tesla were worth $118,104,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Narwhal Capital Management lifted its position in Tesla by 32.8% during the 3rd quarter. Narwhal Capital Management now owns 9,516 shares of the electric vehicle producer’s stock worth $4,232,000 after acquiring an additional 2,350 shares in the last quarter. Gamco Investors INC. ET AL grew its position in Tesla by 29.6% in the third quarter. Gamco Investors INC. ET AL now owns 32,576 shares of the electric vehicle producer’s stock valued at $14,487,000 after acquiring an additional 7,446 shares in the last quarter. China Universal Asset Management Co. Ltd. raised its stake in shares of Tesla by 8.8% during the third quarter. China Universal Asset Management Co. Ltd. now owns 48,504 shares of the electric vehicle producer’s stock valued at $21,571,000 after purchasing an additional 3,935 shares during the period. Ashton Thomas Private Wealth LLC raised its stake in shares of Tesla by 26.0% during the third quarter. Ashton Thomas Private Wealth LLC now owns 18,032 shares of the electric vehicle producer’s stock valued at $8,019,000 after purchasing an additional 3,724 shares during the period. Finally, Nations Financial Group Inc. IA ADV lifted its position in shares of Tesla by 20.0% during the third quarter. Nations Financial Group Inc. IA ADV now owns 16,565 shares of the electric vehicle producer’s stock worth $7,367,000 after purchasing an additional 2,765 shares in the last quarter. 66.20% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Market rally driven by three converging catalysts — delivery optimism, Terafab/chip-factory talk and SpaceX merger/buzz — that traders say gives the move legs. This is cited as the main reason TSLA popped intraday. Tesla Surges 5%: Delivery Hopes, Terafab, and SpaceX Buzz Are All Converging at Once
• Positive Sentiment: Reports of a deeper Tesla–SpaceX chip/semiconductor partnership (new fab plans in Texas and talk of coordinated chip strategy) are being read as a strategic lever for Tesla’s AI/robotics roadmap and supply security. Tesla Appears to Have a New Master Plan… and SpaceX Is a Huge Part of It
• Positive Sentiment: Analysts (Canaccord) nudged up Q1 deliveries estimates and a positive research note earlier in the day helped sentiment despite mixed modeling — supporting near‑term optimism ahead of the delivery print. Canaccord Lifts Q1 Deliveries Estimate, But Cuts Tesla Stock (TSLA) Price Target, Here’s Why
• Positive Sentiment: Renewed optimism on Tesla’s AI/robotics (Optimus) and product updates lifted risk‑on positioning among growth investors. Tesla jumps 4% on Optimus buzz and market rebound momentum
• Neutral Sentiment: Q1 delivery results (due Thursday) are the immediate catalyst — expectations are ~365k units. That print can swing the stock materially both ways. Tesla (TSLA) Stock: Analysts Brace for Q1 2026 Delivery Numbers This Thursday
• Neutral Sentiment: Euro NCAP and other safety/oversight headlines continue to stir debate around Full Self‑Driving credibility — newsflow here creates volatility but is ambiguous in directional impact. Euro NCAP: Full Self-Driving “Irresponsible,” Tesla Stock (NASDAQ:TSLA) Surges
• Negative Sentiment: Several analysts have cut price targets and some firms reiterated “sell” or trimmed exposure (GLJ, Canaccord cut PT from $520 to $420) — a reminder Wall Street is increasingly skeptical on margins and valuation. Canaccord price target cut coverage
• Negative Sentiment: Regulatory and operational risks persist: NHTSA scrutiny of autonomy, talent departures (head of customer experience to Coinbase), and ongoing concerns about automotive margins and pricing pressure. These are downside risks if deliveries or margins disappoint. Will NHTSA Investigation Derail Tesla’s Physical AI Dreams?

Tesla Stock Performance

Shares of TSLA stock opened at $371.75 on Wednesday. The stock has a market capitalization of $1.39 trillion, a price-to-earnings ratio of 344.21, a PEG ratio of 10.52 and a beta of 1.89. Tesla, Inc. has a one year low of $214.25 and a one year high of $498.83. The company’s 50-day simple moving average is $405.61 and its 200-day simple moving average is $428.65. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.77 and a current ratio of 2.16.

Tesla (NASDAQ:TSLA) last announced 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. Tesla had a return on equity of 4.86% and a net margin of 4.00%.The firm had revenue of $24.90 billion during the quarter, compared to analyst estimates of $24.75 billion. During the same period in the previous year, the company earned $0.73 earnings per share. Tesla’s quarterly revenue was down 3.1% on a year-over-year basis. Equities analysts anticipate that Tesla, Inc. will post 2.56 earnings per share for the current fiscal year.

Insider Transactions at Tesla

In other news, CFO Vaibhav Taneja sold 2,264 shares of the business’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $397.03, for a total value of $898,875.92. Following the completion of the sale, the chief financial officer directly owned 18,106 shares in the company, valued at approximately $7,188,625.18. The trade was a 11.11% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Kathleen Wilson-Thompson sold 25,731 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $415.56, for a total value of $10,692,774.36. Following the sale, the director directly owned 19,669 shares in the company, valued at approximately $8,173,649.64. This represents a 56.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 87,995 shares of company stock worth $38,315,650. 19.90% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on TSLA shares. BNP Paribas Exane lowered their price target on shares of Tesla from $313.00 to $280.00 and set an “underperform” rating for the company in a report on Monday, March 2nd. Bank of America began coverage on shares of Tesla in a research report on Wednesday, March 4th. They issued a “buy” rating and a $460.00 price objective for the company. Truist Financial lowered their target price on Tesla from $439.00 to $438.00 and set a “hold” rating for the company in a research note on Thursday, January 29th. Canaccord Genuity Group dropped their target price on Tesla from $520.00 to $420.00 and set a “buy” rating on the stock in a research report on Tuesday. Finally, JPMorgan Chase & Co. reduced their price target on Tesla from $150.00 to $145.00 and set an “underweight” rating for the company in a report on Friday, January 30th. Nineteen equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and nine have assigned a Sell rating to the company’s stock. According to MarketBeat, Tesla currently has a consensus rating of “Hold” and a consensus target price of $403.98.

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.