AI and Robotaxi Hype: Recent chatter on X about Tesla, Inc. (TSLA) has heavily focused on the company’s advancements in AI and Full Self-Driving (FSD) technology. Many users are excited about potential robotaxi developments, with some speculating on major updates or launches in 2025. The buzz keeps the stock in the spotlight, despite mixed opinions on timelines.
China Sales Concerns: Another hot topic on X is Tesla’s performance in China, with posts highlighting weaker sales data and factory shutdowns as points of concern. Some discussions point to increased competition in the EV market as a risk factor. Yet, a few remain optimistic, citing recent delivery improvements as a potential rebound signal.
Stock Volatility: Tesla’s stock price swings are also a frequent subject on X, with users debating whether the current valuation reflects future growth or looming challenges. Posts often mention macro pressures like interest rates and policy changes affecting EV incentives. The divided takes keep the conversation lively and unpredictable.
Note: This discussion summary was generated from an AI condensation of post data.
Tesla, Inc. Insider Trading Activity
Tesla, Inc. insiders have traded $TSLA stock on the open market 38 times in the past 6 months. Of those trades, 25 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $TSLA stock by insiders over the last 6 months:
- ELON MUSK (CEO) has made 25 purchases buying 2,568,732 shares for an estimated $999,959,042 and 0 sales.
- JAMES R MURDOCH has made 0 purchases and 2 sales selling 180,000 shares for an estimated $67,395,120.
- XIAOTONG ZHU (SVP, APAC and) has made 0 purchases and 2 sales selling 35,000 shares for an estimated $12,132,205.
- VAIBHAV TANEJA (Chief Financial Officer) has made 0 purchases and 9 sales selling 11,169 shares for an estimated $3,422,254.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Tesla, Inc. Revenue
Tesla, Inc. had revenues of $28.1B in Q3 2025. This is an increase of 11.57% from the same period in the prior year.
You can track TSLA financials on Quiver Quantitative's TSLA stock page.
Tesla, Inc. Congressional Stock Trading
Members of Congress have traded $TSLA stock 11 times in the past 6 months. Of those trades, 7 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $TSLA stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 7 times. They made 4 purchases worth up to $60,000 on 10/30, 09/11, 06/17, 06/09 and 3 sales worth up to $45,000 on 10/31, 10/30, 07/10.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 10/17, 08/05 and 0 sales.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 10/15.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Tesla, Inc. Hedge Fund Activity
We have seen 2,089 institutional investors add shares of Tesla, Inc. stock to their portfolio, and 1,653 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 14,840,290 shares (+59.9%) to their portfolio in Q3 2025, for an estimated $6,599,773,768
- MORGAN STANLEY removed 7,090,349 shares (-16.4%) from their portfolio in Q3 2025, for an estimated $3,153,220,007
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 6,435,658 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $2,862,065,825
- FMR LLC added 6,195,054 shares (+20.7%) to their portfolio in Q3 2025, for an estimated $2,755,064,414
- BANK OF AMERICA CORP /DE/ removed 6,134,966 shares (-23.6%) from their portfolio in Q3 2025, for an estimated $2,728,342,079
- BARCLAYS PLC removed 4,190,432 shares (-20.4%) from their portfolio in Q3 2025, for an estimated $1,863,568,919
- VALEO FINANCIAL ADVISORS, LLC removed 3,773,499 shares (-98.4%) from their portfolio in Q3 2025, for an estimated $1,678,150,475
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Tesla, Inc. Government Contracts
We have seen $17,357 of award payments to $TSLA over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- AUTOMOTIVE MECHANICAL REPAIRS: $17,357
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Tesla, Inc. Analyst Ratings
Wall Street analysts have issued reports on $TSLA in the last several months. We have seen 11 firms issue buy ratings on the stock, and 4 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 11/25/2025
- Stifel issued a "Buy" rating on 11/17/2025
- Wedbush issued a "Outperform" rating on 11/07/2025
- Cantor Fitzgerald issued a "Overweight" rating on 10/27/2025
- Canaccord Genuity issued a "Buy" rating on 10/23/2025
- GLJ Research issued a "Sell" rating on 10/22/2025
- Morgan Stanley issued a "Overweight" rating on 10/02/2025
To track analyst ratings and price targets for Tesla, Inc., check out Quiver Quantitative's $TSLA forecast page.
Tesla, Inc. Price Targets
Multiple analysts have issued price targets for $TSLA recently. We have seen 23 analysts offer price targets for $TSLA in the last 6 months, with a median target of $435.0.
Here are some recent targets:
- Vijay Rakesh from Mizuho set a target price of $475.0 on 11/25/2025
- Stephen Gengaro from Stifel set a target price of $508.0 on 11/17/2025
- Daniel Ives from Wedbush set a target price of $600.0 on 11/07/2025
- John Murphy from B of A Securities set a target price of $471.0 on 10/29/2025
- Andres Sheppard from Cantor Fitzgerald set a target price of $510.0 on 10/27/2025
- Dmitriy Pozdnyakov from Freedom Capital Markets set a target price of $406.0 on 10/24/2025
- George Gianarikas from Canaccord Genuity set a target price of $482.0 on 10/23/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
