Q1 Deliveries Miss: Social media discussions intensified after Tesla reported first-quarter vehicle deliveries below analyst expectations at around 358,000 units. Investors expressed frustration over the shortfall, attributing it to softening demand and production challenges, with some warning of potential margin pressures ahead of earnings. The conversation highlighted concerns about high capital expenditures amid delayed product ramps.
Earnings Anticipation Builds: Chatter on social media turned to the upcoming earnings call, where Elon Musk's comments on full autonomy and Optimus robots drew mixed reactions. While skeptics pointed to repeated delays in robotaxi deployment, optimists emphasized progress like a growing robotaxi test fleet exceeding 550 vehicles. Traders debated whether positive updates on full self-driving could offset near-term headwinds.
Long-Term Vision Persists: Despite short-term volatility, long-term bulls on social media rallied around Tesla's shift to AI and robotics, forecasting significant re-ratings once robotaxis scale. References to potential stock targets as high as $600 in months underscored unwavering faith in disruptive technologies like Optimus. The discourse reflected a divide between immediate bearish pressures and transformative potential.
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 47 times in the past 6 months. Of those trades, 0 have been purchases and 47 have been sales.
Here’s a breakdown of recent trading of $TSLA stock by insiders over the last 6 months:
- JAMES R MURDOCH has made 0 purchases and 22 sales selling 60,000 shares for an estimated $26,723,781.
- KIMBAL MUSK sold 56,820 shares for an estimated $25,606,501
- KATHLEEN WILSON-THOMPSON has made 0 purchases and 22 sales selling 51,540 shares for an estimated $19,966,701.
- VAIBHAV TANEJA (Chief Financial Officer) has made 0 purchases and 2 sales selling 4,901 shares for an estimated $2,069,712.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Tesla Revenue
Tesla had revenues of $24.9B in Q4 2025. This is a decrease of -3.14% 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 4 times. They made 3 purchases worth up to $45,000 on 01/09, 11/18, 10/17 and 1 sale worth up to $50,000 on 03/13.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Tesla Hedge Fund Activity
We have seen 2,054 institutional investors add shares of Tesla stock to their portfolio, and 1,532 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 removed 58,985,149 shares (-74.5%) from their portfolio in Q4 2025, for an estimated $26,526,801,208
- CORIENT PRIVATE WEALTH LLC added 20,810,386 shares (+3205.5%) to their portfolio in Q4 2025, for an estimated $9,358,846,791
- CARDANO RISK MANAGEMENT B.V. added 7,367,507 shares (+882.8%) to their portfolio in Q4 2025, for an estimated $3,313,315,248
- VANGUARD GROUP INC added 6,538,720 shares (+2.6%) to their portfolio in Q4 2025, for an estimated $2,940,593,158
- NOMURA HOLDINGS INC removed 4,931,590 shares (-80.3%) from their portfolio in Q4 2025, for an estimated $2,217,834,654
- FMR LLC added 3,393,342 shares (+9.4%) to their portfolio in Q4 2025, for an estimated $1,526,053,764
- CITIGROUP INC removed 3,079,041 shares (-32.2%) from their portfolio in Q4 2025, for an estimated $1,384,706,318
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:
- GLJ Research issued a "Sell" rating on 03/12/2026
- Tigress Financial issued a "Buy" rating on 02/12/2026
- 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
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 21 analysts offer price targets for $TSLA in the last 6 months, with a median target of $471.0.
Here are some recent targets:
- George Gianarikas from Canaccord Genuity set a target price of $420.0 on 04/06/2026
- Ben Kallo from Baird set a target price of $538.0 on 04/06/2026
- Gordon Johnson from GLJ Research set a target price of $24.86 on 03/30/2026
- Dan Ives from Wedbush set a target price of $600.0 on 03/27/2026
- Ivan Feinseth from Tigress Financial set a target price of $550.0 on 02/12/2026
- Vijay Rakesh from Mizuho set a target price of $540.0 on 01/29/2026
- Colin Langan from Wells Fargo set a target price of $125.0 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.
