4,394 Shares in Tesla, Inc. $TSLA Bought by Ninepoint Partners LP

Ninepoint Partners LP acquired a new position in shares of Tesla, Inc. (NASDAQ:TSLA) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 4,394 shares of the electric vehicle producer’s stock, valued at approximately $1,848,000.

Several other institutional investors and hedge funds have also made changes to their positions in the company. State Street Corp increased its position in Tesla by 0.9% during the fourth quarter. State Street Corp now owns 114,842,934 shares of the electric vehicle producer’s stock worth $51,647,164,000 after buying an additional 1,080,085 shares during the period. Geode Capital Management LLC grew its position in shares of Tesla by 0.6% during the fourth quarter. Geode Capital Management LLC now owns 65,700,975 shares of the electric vehicle producer’s stock worth $29,426,070,000 after acquiring an additional 375,946 shares during the last quarter. Norges Bank purchased a new position in shares of Tesla during the fourth quarter worth approximately $17,128,100,000. Amundi increased its holdings in shares of Tesla by 14.0% in the 1st quarter. Amundi now owns 22,174,884 shares of the electric vehicle producer’s stock valued at $8,243,513,000 after acquiring an additional 2,727,141 shares during the period. Finally, Corient Private Wealth LLC raised its position in Tesla by 3,205.5% in the 4th quarter. Corient Private Wealth LLC now owns 21,459,599 shares of the electric vehicle producer’s stock valued at $9,650,811,000 after purchasing an additional 20,810,386 shares during the last quarter. 66.20% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Cybercab and robotaxi optimism: Tesla has registered 45 purpose-built Cybercabs in Texas, adding credibility to its planned autonomous ride-hailing rollout. Investors are looking for evidence that the vehicle can scale commercially and generate high-margin software or mobility revenue. Tesla’s Cybercab Fleet Hits 45 Ahead of Austin Launch
• Positive Sentiment: Potential energy-business tailwind: New U.S. power-grid policy restricting certain Chinese equipment could benefit Tesla’s energy-storage operations, providing an additional growth avenue beyond vehicles. Tesla stock investors stand to gain from U.S. power grid
• Positive Sentiment: Commercial vehicle opportunity: Einride plans to deploy at least 75 Tesla Semi trucks in 2026 and 500 by 2027, giving investors a clearer timeline for a potentially meaningful commercial-vehicle business. Tesla Gets First 2026 Delivery Timeline For Landmark 500 Semi Order
• Neutral Sentiment: Event expectations are elevated: Morgan Stanley maintained a Hold rating and a $400 price target, warning that a limited initial Cybercab fleet could trigger a selloff. The event must demonstrate more than a prototype—particularly safety, regulatory progress, production capacity and a credible launch schedule. Tesla Cybercab Momentum Balanced by Execution Risks
• Negative Sentiment: Sales momentum is uneven: China-made EV sales rose only 3.6% year over year in August, sharply slower than July. European registrations were mixed, with major declines in markets including Norway, Sweden, Spain and Portugal despite strong gains in France and Denmark. Tesla’s China-made EV sales extend growth streak, but momentum fades
• Negative Sentiment: Autonomy and valuation concerns remain: A reported fatal Illinois crash has renewed scrutiny of Tesla’s FSD technology, while Waymo and Zoox are expanding robotaxi services. Analysts and commentators also question whether Tesla’s roughly $1.4 trillion valuation is justified given pressured margins, slowing growth and a PE ratio above 300. Tesla’s FSD Faces Fresh Scrutiny After Fatal Illinois Crash
• Negative Sentiment: Solar retrenchment: Tesla stopped taking Solar Roof orders and has not reported solar deployment figures since late 2023, reinforcing concerns that some non-automotive initiatives are being deprioritized. Tesla Stopped Reporting Solar Numbers 10 Quarters Ago

Tesla Stock Up 0.3%

Tesla stock opened at $357.01 on Thursday. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.55 and a current ratio of 1.94. The firm has a market capitalization of $1.41 trillion, a price-to-earnings ratio of 330.57, a price-to-earnings-growth ratio of 17.98 and a beta of 1.84. Tesla, Inc. has a fifty-two week low of $297.38 and a fifty-two week high of $498.83. The stock’s fifty day moving average is $358.71 and its two-hundred day moving average is $383.59.

Tesla (NASDAQ:TSLA) last released its quarterly earnings results on Thursday, July 23rd. The electric vehicle producer reported $0.33 EPS for the quarter, missing the consensus estimate of $0.50 by ($0.17). The business had revenue of $28.24 billion during the quarter, compared to analyst estimates of $26.42 billion. Tesla had a net margin of 3.67% and a return on equity of 3.82%. The firm’s revenue for the quarter was up 25.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.33 earnings per share. Analysts predict that Tesla, Inc. will post 0.88 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts have issued reports on TSLA shares. Royal Bank Of Canada reissued an “outperform” rating and set a $500.00 price objective on shares of Tesla in a research report on Tuesday, July 28th. Guggenheim began coverage on Tesla in a report on Monday, June 29th. They issued a “neutral” rating on the stock. Wells Fargo & Company restated an “underweight” rating and set a $130.00 price target (up from $125.00) on shares of Tesla in a research note on Tuesday, July 14th. Robert W. Baird set a $475.00 price target on Tesla in a report on Monday, July 27th. Finally, UBS Group set a $460.00 price objective on shares of Tesla in a research note on Thursday, July 23rd. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eighteen have given a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $401.74.

Insider Activity at Tesla

In other news, CFO Vaibhav Taneja sold 2,606 shares of the business’s stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $402.20, for a total value of $1,048,133.20. Following the completion of the transaction, the chief financial officer owned 22,039 shares of the company’s stock, valued at $8,864,085.80. The trade was a 10.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 19.90% of the stock is currently owned by company insiders.

Tesla Profile

Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.

Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.