YTD Performance Scrutiny: Social media chatter underscores Tesla's notable lag within the Magnificent 7 this year, with shares posting a 25% decline through early August amid broader market gains elsewhere. Analysts' recent price target increases have drawn attention as a counterpoint to the weakness.
EV Incentive Momentum: Rapid depletion of Tesla's allocated funds in California's MyFirstEV program fueled commentary on strong buyer interest, exhausting resources in just days after launch. This development ties into ongoing narratives around FSD advancements and new market entries.
Growth Narrative Focus: Conversations also emphasize Tesla's positioning in robotaxi and Optimus initiatives, alongside portfolio inclusions that reflect selective optimism despite volatility concerns raised by some traders.
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 41 times in the past 6 months. Of those trades, 0 have been purchases and 41 have been sales.
Here’s a breakdown of recent trading of $TSLA stock by insiders over the last 6 months:
- KATHLEEN WILSON-THOMPSON has made 0 purchases and 38 sales selling 77,949 shares for an estimated $29,952,091.
- VAIBHAV TANEJA (Chief Financial Officer) has made 0 purchases and 3 sales selling 7,870 shares for an estimated $3,297,000.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Tesla Revenue
Tesla had revenues of $28.2B in Q2 2026. This is an increase of 25.52% from the same period in the prior year.
You can track TSLA financials on Quiver Quantitative's TSLA stock page.
You can access data on TSLA stock through the Quiver Quantitative API.
Tesla Congressional Stock Trading
Members of Congress have traded $TSLA stock 5 times in the past 6 months. Of those trades, 4 have been purchases and 1 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 2 purchases worth up to $30,000 on 05/29, 04/14 and 1 sale worth up to $50,000 on 03/13.
- SENATOR ALAN ARMSTRONG has traded it 2 times. They made 2 purchases worth up to $65,000 on 03/30, 03/27 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Tesla Hedge Fund Activity
We have seen 2,198 institutional investors add shares of Tesla stock to their portfolio, and 1,620 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CORIENT PRIVATE WEALTH LLC removed 20,600,280 shares (-96.0%) from their portfolio in Q1 2026, for an estimated $7,523,119,254
- SG AMERICAS SECURITIES, LLC added 9,506,960 shares (+559.3%) to their portfolio in Q2 2026, for an estimated $3,998,627,376
- BLACKROCK, INC. added 6,028,120 shares (+2.9%) to their portfolio in Q2 2026, for an estimated $2,535,427,272
- EXODUSPOINT CAPITAL MANAGEMENT, LP added 4,853,301 shares (+5868.6%) to their portfolio in Q1 2026, for an estimated $1,772,401,258
- FMR LLC removed 3,456,486 shares (-8.8%) from their portfolio in Q1 2026, for an estimated $1,262,291,404
- H&H INTERNATIONAL INVESTMENT, LLC added 3,408,900 shares (+inf%) to their portfolio in Q1 2026, for an estimated $1,244,913,235
- MORGAN STANLEY added 3,394,385 shares (+9.5%) to their portfolio in Q1 2026, for an estimated $1,239,612,430
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Tesla Analyst Ratings
Wall Street analysts have issued reports on $TSLA in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 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
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 15 analysts offer price targets for $TSLA in the last 6 months, with a median target of $475.0.
Here are some recent targets:
- Joseph Spak from UBS set a target price of $442.0 on 07/09/2026
- Tom Narayan from RBC Capital set a target price of $500.0 on 07/07/2026
- Dmitriy Pozdnyakov from Freedom Broker set a target price of $420.0 on 07/02/2026
- Andrew Percoco from Morgan Stanley set a target price of $415.0 on 07/02/2026
- William Stein from Truist Securities set a target price of $430.0 on 07/02/2026
- Gordon L. Johnson from GLJ Research set a target price of $24.86 on 06/12/2026
- Rajat Gupta from JP Morgan set a target price of $475.0 on 06/05/2026
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.
