Robotaxi Progress: Recent discussions on X about Tesla, Inc. (TSLA) have been ignited by news of the company securing a permit to operate a ride-hailing service in Arizona. Many are excited about this step toward launching robotaxi operations, with some predicting expansion to multiple cities in 2025. The buzz reflects high anticipation for Tesla’s Full Self-Driving (FSD) advancements.
Optimus and Energy Growth: Conversations also highlight Tesla’s Optimus humanoid robot, with claims of massive demand potential across industries. Additionally, posts celebrate the Shanghai Gigafactory producing its 5 millionth battery pack, signaling strong growth in energy solutions. This mix of innovation keeps the dialogue dynamic and forward-looking.
Market Sentiment: Despite the excitement, some on X note a recent stock sell-off, with shares dipping over 5% in November. Others remain optimistic, pointing to upcoming holiday updates and FSD milestones as potential catalysts. The discussion remains a blend of caution and enthusiasm.
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 80 times in the past 6 months. Of those trades, 25 have been purchases and 55 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.
- IRA MATTHEW EHRENPREIS has made 0 purchases and 16 sales selling 477,572 shares for an estimated $170,636,358.
- JAMES R MURDOCH has made 0 purchases and 2 sales selling 180,000 shares for an estimated $67,395,120.
- KIMBAL MUSK has made 0 purchases and 15 sales selling 91,588 shares for an estimated $32,732,229.
- 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 20 sales selling 18,169 shares for an estimated $5,818,346.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Tesla, Inc. Congressional Stock Trading
Members of Congress have traded $TSLA stock 13 times in the past 6 months. Of those trades, 10 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 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.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 3 purchases worth up to $45,000 on 09/11, 06/17, 06/09 and 1 sale worth up to $15,000 on 07/10.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 06/05, 05/23 and 0 sales.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 3 times. They made 2 purchases worth up to $30,000 on 05/29, 05/27 and 1 sale worth up to $15,000 on 06/05.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Tesla, Inc. Hedge Fund Activity
We have seen 2,094 institutional investors add shares of Tesla, Inc. stock to their portfolio, and 1,644 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 10 firms issue buy ratings on the stock, and 4 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- Deutsche Bank issued a "Buy" rating on 09/26/2025
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:
- 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
- Tom Narayan from RBC Capital set a target price of $500.0 on 10/23/2025
- William Stein from Truist Securities set a target price of $406.0 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.
