Tesla (NASDAQ:TSLA) Earns Neutral Rating from Barclays

Tesla (NASDAQ:TSLA)‘s stock had its “neutral” rating reiterated by Barclays in a note issued to investors on Friday,MarketScreener reports.

Several other research analysts have also recently commented on the company. Truist Financial lowered their target price on Tesla from $439.00 to $438.00 and set a “hold” rating for the company in a research note on Thursday, January 29th. Royal Bank Of Canada reissued an “outperform” rating and set a $500.00 price objective on shares of Tesla in a research report on Thursday, January 29th. China Renaissance raised their target price on shares of Tesla from $380.00 to $382.00 and gave the company a “hold” rating in a report on Monday, February 2nd. Wells Fargo & Company lowered their price target on shares of Tesla from $130.00 to $125.00 and set an “underweight” rating for the company in a report on Thursday, January 29th. Finally, HSBC restated a “reduce” rating on shares of Tesla in a report on Monday, November 17th. Seventeen research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and nine have given a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $403.92.

Tesla Stock Performance

NASDAQ TSLA opened at $411.11 on Friday. The company has a debt-to-equity ratio of 0.08, a current ratio of 2.16 and a quick ratio of 1.77. The company has a market cap of $1.54 trillion, a P/E ratio of 380.66, a P/E/G ratio of 13.30 and a beta of 1.86. The stock has a 50-day moving average of $446.45 and a two-hundred day moving average of $410.61. Tesla has a 1-year low of $214.25 and a 1-year high of $498.83.

Tesla (NASDAQ:TSLA) last posted its quarterly earnings data on Wednesday, January 28th. The electric vehicle producer reported $0.50 EPS for the quarter, beating the consensus estimate of $0.45 by $0.05. The business had revenue of $24.90 billion during the quarter, compared to analyst estimates of $24.75 billion. Tesla had a net margin of 4.00% and a return on equity of 4.86%. The business’s revenue for the quarter was down 3.1% compared to the same quarter last year. During the same quarter last year, the firm posted $0.73 earnings per share. As a group, analysts anticipate that Tesla will post 2.56 EPS for the current year.

Insiders Place Their Bets

In other Tesla news, Director James R. Murdoch sold 60,000 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $445.40, for a total value of $26,724,000.00. Following the completion of the sale, the director owned 577,031 shares in the company, valued at approximately $257,009,607.40. The trade was a 9.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Vaibhav Taneja sold 2,637 shares of the firm’s stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $443.93, for a total transaction of $1,170,643.41. Following the transaction, the chief financial officer owned 13,757 shares in the company, valued at approximately $6,107,145.01. This trade represents a 16.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 119,457 shares of company stock valued at $53,501,145 over the last quarter. Company insiders own 19.90% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of TSLA. Norges Bank acquired a new stake in Tesla in the 2nd quarter valued at about $11,839,824,000. Vanguard Group Inc. grew its stake in Tesla by 2.6% in the 4th quarter. Vanguard Group Inc. now owns 258,925,024 shares of the electric vehicle producer’s stock worth $116,443,762,000 after acquiring an additional 6,538,720 shares during the period. Holocene Advisors LP increased its stake in Tesla by 132.2% in the third quarter. Holocene Advisors LP now owns 6,157,000 shares of the electric vehicle producer’s stock valued at $2,738,141,000 after purchasing an additional 3,505,000 shares during the last quarter. Amundi increased its stake in shares of Tesla by 20.4% during the 2nd quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer’s stock valued at $6,374,284,000 after acquiring an additional 3,422,270 shares during the last quarter. Finally, Jennison Associates LLC increased its position in Tesla by 38.3% during the third quarter. Jennison Associates LLC now owns 10,909,666 shares of the electric vehicle producer’s stock worth $4,851,747,000 after purchasing an additional 3,021,550 shares during the last quarter. Institutional investors and hedge funds own 66.20% of the company’s stock.

Tesla News Roundup

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla is hiring to support Elon Musk’s expanded U.S. solar strategy, signaling capital allocation and execution toward scaling rooftop and cell production — a clear revenue diversification play beyond cars. Tesla executives say hiring is ramping up to support Musk’s expanded solar strategy
• Positive Sentiment: Tesla is scouting U.S. sites and pushing to expand solar cell manufacturing with a 100‑GW ambition tied to AI/data center power needs — a strategic commitment that could drive long-term revenue and vertical integration. Tesla Eyes US Solar Cell Expansion, Musk Targets 100-Gigawatt Power Push For AI Data Centers
• Positive Sentiment: Tesla launched a vehicle‑to‑grid pilot in Texas for Cybertruck owners to earn bill credits by sending power back to the grid — commercializing vehicle energy services and improving EV ownership economics. Tesla Lets Cybertruck Owners Earn Bill Credits by Powering the Grid
• Positive Sentiment: Reports show Tesla training AI systems in China and promoting its Optimus robotics/robotaxi initiatives — continued investment in “physical AI” supports the higher‑margin, optionality narrative that bulls cite. Tesla is training its AI technology in China, local media reports
• Neutral Sentiment: Market commentary frames today’s move as a tech‑sector rebound after a volatile week — momentum-driven buying can lift TSLA short-term even if fundamentals remain mixed. Tesla’s stock rallies to end a rough week
• Neutral Sentiment: High‑profile buys (ARK/Cathie Wood) and trademark filings (Roadster hype) add retail and thematic interest but are speculative near-term catalysts. Cathie Wood Doubles Down On Tesla With $14.5 Million Stock Purchase, Ark Invest Pounces On AMD Dip
• Negative Sentiment: Legal risk: a judge indicated Tesla/Musk likely can’t escape a ‘Blade Runner 2049’ lawsuit — ongoing litigation creates headline risk and potential costs. Tesla, Musk likely can’t escape ‘Blade Runner 2049’ lawsuit, judge says
• Negative Sentiment: Competitive pressure: Volkswagen overtook Tesla as Europe’s top EV seller in 2025 and BYD is expanding in key markets — market‑share erosion and intensifying competition could weigh on auto margins. Volkswagen overtook Tesla as Europe’s top EV seller in 2025
• Negative Sentiment: Valuation and sales concerns persist: recent selloffs were driven by a near‑400–plus P/E, mixed sales headlines, and analyst debate over the car business vs. “physical AI” optionality. That makes TSLA sensitive to sentiment shifts. BLBD vs. TSLA: Which Stock Is the Better Value Option?

About Tesla

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.