Delivery Decline Shock: Recent discussions on social media have centered around Tesla's latest quarterly delivery numbers, which reportedly showed a significant year-over-year decline for Q4 2025. Many users expressed concern over the company's sharpest annual drop in sales, with some pointing to increased competition in the electric vehicle market as a key factor. This news has sparked debates about Tesla's growth trajectory heading into 2026.
Robotaxi and AI Hopes: Despite the delivery setbacks, there’s notable excitement on social media about Tesla's future in autonomous driving and robotics. Posts highlight optimism around robotaxi testing and potential expansion, with some users predicting a strong rebound if these initiatives gain traction. However, skepticism remains, as others question the timeline and feasibility of these ambitious projects.
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 10 times in the past 6 months. Of those trades, 6 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 GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 3 purchases worth up to $45,000 on 11/18, 10/17, 08/05 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 5 times. They made 2 purchases worth up to $30,000 on 10/30, 09/11 and 3 sales worth up to $45,000 on 10/31, 10/30, 07/10.
- 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 2,038 institutional investors add shares of Tesla stock to their portfolio, and 1,534 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 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 Analyst Ratings
Wall Street analysts have issued reports on $TSLA in the last several months. We have seen 10 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- Canaccord Genuity issued a "Buy" rating on 10/23/2025
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 23 analysts offer price targets for $TSLA in the last 6 months, with a median target of $475.0.
Here are some recent targets:
- Gordon Johnson from GLJ Research set a target price of $25.28 on 01/07/2026
- William Stein from Truist Securities set a target price of $439.0 on 01/02/2026
- Ben Kallo from Baird set a target price of $548.0 on 12/30/2025
- George Gianarikas from Canaccord Genuity set a target price of $551.0 on 12/23/2025
- Edison Yu from Deutsche Bank set a target price of $500.0 on 12/19/2025
- Dan Ives from Wedbush set a target price of $600.0 on 12/15/2025
- Alexander Potter from Piper Sandler set a target price of $500.0 on 12/09/2025
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.
