Year-to-Date Slide: Tesla shares have dropped over 11 percent in 2026 so far, prompting discussions on social media about potential strategies to reverse the trend. Investors point to upcoming earnings as a key catalyst amid persistent volatility. Some urge leadership shifts to refocus on core strengths.
Long-Term Growth Bets: Conversations highlight Tesla's expansion into energy storage, solar production at Giga New York, and robotics like Optimus as transformative opportunities. Enthusiasm builds around robotaxi fleets and full self-driving software scaling in multiple cities. Projections from analysts suggest substantial upside by decade's end.
High-Profile Purchases: Prominent investors have recently added to their Tesla positions, citing advantages in AI, autonomy, and humanoid robots. One buyer allocated $1 million, emphasizing never betting against the company's leadership. Fund managers like Cathie Wood incorporated shares into space-themed ETFs, signaling confidence.
Note: This discussion summary was generated from an AI condensation of post data.
Tesla Insider Trading Activity
Tesla insiders have traded $TSLA stock on the open market 53 times in the past 6 months. Of those trades, 25 have been purchases and 28 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 24 sales selling 240,000 shares for an estimated $94,118,901.
- KIMBAL MUSK sold 56,820 shares for an estimated $25,606,501
- XIAOTONG ZHU (SVP, APAC and) sold 20,000 shares for an estimated $7,275,100
- VAIBHAV TANEJA (Chief Financial Officer) has made 0 purchases and 2 sales selling 5,242 shares for an estimated $2,088,772.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Tesla Revenue
Tesla 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 Congressional Stock Trading
Members of Congress have traded $TSLA stock 8 times in the past 6 months. Of those trades, 5 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $TSLA stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 11/18, 10/17 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $30,000 on 10/30, 09/11 and 2 sales worth up to $30,000 on 10/31, 10/30.
- 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 Hedge Fund Activity
We have seen 2,091 institutional investors add shares of Tesla stock to their portfolio, and 1,533 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
- VANGUARD GROUP INC added 6,538,720 shares (+2.6%) to their portfolio in Q4 2025, for an estimated $2,940,593,158
- 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
- PRICE T ROWE ASSOCIATES INC /MD/ added 3,638,218 shares (+14.9%) to their portfolio in Q3 2025, for an estimated $1,617,988,308
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Tesla Analyst Ratings
Wall Street analysts have issued reports on $TSLA in the last several months. We have seen 8 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Underweight" rating on 01/12/2026
- Baird issued a "Outperform" rating on 12/30/2025
- Deutsche Bank issued a "Buy" rating on 12/19/2025
- Wedbush issued a "Outperform" rating on 12/15/2025
- Mizuho issued a "Outperform" rating on 11/25/2025
- Stifel issued a "Buy" rating on 11/17/2025
- Cantor Fitzgerald issued a "Overweight" rating on 10/27/2025
To track analyst ratings and price targets for Tesla, check out Quiver Quantitative's $TSLA forecast page.
Tesla Price Targets
Multiple analysts have issued price targets for $TSLA recently. We have seen 24 analysts offer price targets for $TSLA in the last 6 months, with a median target of $485.5.
Here are some recent targets:
- Andrew Percoco from Morgan Stanley set a target price of $415.0 on 01/29/2026
- William Stein from Truist Securities set a target price of $438.0 on 01/29/2026
- Vijay Rakesh from Mizuho set a target price of $540.0 on 01/29/2026
- Gordon L. Johnson from GLJ Research set a target price of $25.28 on 01/29/2026
- Dan Ives from Wedbush set a target price of $600.0 on 01/29/2026
- Tom Narayan from RBC Capital set a target price of $500.0 on 01/29/2026
- Andres Sheppard from Cantor Fitzgerald set a target price of $510.0 on 01/29/2026
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.
