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

Tesla (NASDAQ:TSLA) had its price target reduced by equities researchers at Robert W. Baird from $538.00 to $522.00 in a report issued on Friday,MarketScreener reports. The firm currently has an “outperform” rating on the electric vehicle producer’s stock. Robert W. Baird’s price target points to a potential upside of 40.07% from the company’s current price.

Other research analysts have also issued reports about the company. President Capital cut their target price on Tesla from $500.00 to $424.00 and set a “buy” rating on the stock in a research report on Tuesday, April 7th. Morgan Stanley set a $415.00 price target on shares of Tesla and gave the company an “equal weight” rating in a research report on Thursday, January 29th. Royal Bank Of Canada cut their target price on shares of Tesla from $480.00 to $475.00 and set an “outperform” rating on the stock in a research note on Thursday. New Street Research boosted their price objective on Tesla from $520.00 to $600.00 and gave the stock a “buy” rating in a research note on Tuesday, January 6th. Finally, Zacks Research downgraded Tesla from a “hold” rating to a “strong sell” rating in a report on Monday, March 30th. Eighteen analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and eight have assigned a Sell rating to the stock. Based on data from MarketBeat, Tesla currently has an average rating of “Hold” and a consensus target price of $398.45.

Tesla Trading Down 3.8%

NASDAQ TSLA opened at $372.66 on Friday. The company has a market cap of $1.40 trillion, a P/E ratio of 341.89, a P/E/G ratio of 12.25 and a beta of 1.91. Tesla has a 12 month low of $249.20 and a 12 month high of $498.83. The company has a debt-to-equity ratio of 0.08, a current ratio of 2.16 and a quick ratio of 1.77. The company has a 50-day moving average of $386.76 and a 200-day moving average of $421.29.

Tesla (NASDAQ:TSLA) last released its earnings results on Wednesday, April 22nd. The electric vehicle producer reported $0.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.39 by $0.02. Tesla had a net margin of 3.95% and a return on equity of 4.96%. The business had revenue of $22.39 billion for the quarter, compared to analysts’ expectations of $22.96 billion. During the same period last year, the company earned $0.27 earnings per share. The company’s quarterly revenue was up 15.8% on a year-over-year basis. As a group, equities analysts predict that Tesla will post 1.37 earnings per share for the current year.

Insider Buying and Selling

In other Tesla news, CFO Vaibhav Taneja sold 2,264 shares of the firm’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $397.03, for a total transaction of $898,875.92. Following the completion of the transaction, the chief financial officer directly owned 18,106 shares of the company’s stock, valued at $7,188,625.18. This trade represents a 11.11% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Kathleen Wilson-Thompson sold 25,809 shares of the business’s stock in a transaction dated 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 sale, the director directly owned 33,860 shares of the company’s stock, valued at $12,166,913.80. The trade was a 43.25% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 53,804 shares of company stock valued at $20,865,598 in the last three months. Corporate insiders own 19.90% of the company’s stock.

Institutional Trading of Tesla

Institutional investors and hedge funds have recently bought and sold shares of the company. Narwhal Capital Management raised its position in shares of 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 purchasing an additional 2,350 shares during the period. Gamco Investors INC. ET AL lifted its stake 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 buying an additional 7,446 shares during the last quarter. China Universal Asset Management Co. Ltd. lifted its position in Tesla by 8.8% in the 3rd 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 last quarter. Ashton Thomas Private Wealth LLC increased its stake in shares of Tesla by 26.0% in 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 boosted 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 buying an additional 2,765 shares during the period. Institutional investors and hedge funds own 66.20% of the company’s stock.

Key Tesla News

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Q1 beat on EPS and surprise positive free cash flow gives near-term support to TSLA; investors point to profitability resilience despite softer vehicle demand. Tesla reports surprise positive free cash flow
• Positive Sentiment: Elon Musk says Tesla has begun pilot production of Cybercab robotaxis and shared video of an occupant-less vehicle — a tangible milestone for the autonomy/robotaxi narrative that supports longer-term upside. Elon Musk says Tesla has started producing cybecabs
• Positive Sentiment: Tesla’s share in California new?car registrations jumped to ~56% in Q1 — a sign the company still holds market strength in its largest U.S. EV market. Tesla’s California market share soars to 56% in Q1 2026
• Positive Sentiment: Intel/Tesla Terafab disclosure (plans to use Intel’s 14A process) reduces some chip?supply uncertainty for Tesla’s in?house AI chip ambitions and helped chip partners rally. Elon Musk lays out Terafab AI chip project plan
• Neutral Sentiment: Next?gen A15 AI chip tape?out clears a technical milestone for Tesla’s compute roadmap, but manufacturing and scale remain the bigger near?term questions. This Is What Tesla Inc. (TSLA) A15 Chip Tape-out Means
• Neutral Sentiment: Analysts are split: some firms (TD Cowen, Cantor, Canaccord) reiterated/upgraded ratings and raised targets, while others stuck to neutral or trimmed targets — providing both support and friction in the stock. Benzinga coverage of analyst moves
• Negative Sentiment: Tesla warned it will spend more than $25 billion this year on AI, chips and robotics — investors fear a sharp capex ramp will push cash flow negative for 2026 and compress near?term returns. That announcement has been the primary sell catalyst since the earnings call. Tesla’s $25 billion spending plan tests investor faith
• Negative Sentiment: Musk acknowledged older HW3 vehicles won’t achieve unsupervised FSD without upgrades — a costly retrofit promise for owners and a reputational/headline risk for Tesla. Elon Musk admits millions of Tesla owners need upgrades for true ‘Full Self-Driving’
• Negative Sentiment: Timelines for robotaxi / Optimus commercialization were softened or removed in the Q1 filing and call; analysts warned rollout is slower than hoped — increasing execution risk versus the premium valuation. Musk sounds cautious tone on robotaxis amid slower-than-expected rollout
• Negative Sentiment: A brief, vague SEC?filed ~ $2B AI/hardware acquisition disclosure (no company named) added uncertainty about what Tesla bought and its near?term impact on financials. Tesla slips one-sentence disclosure of a mysterious $2 billion AI hardware acquisition

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.