Fulcrum Wealth Advisors LLC Makes New Investment in Tesla, Inc. $TSLA

Fulcrum Wealth Advisors LLC bought a new position in Tesla, Inc. (NASDAQ:TSLA) in the 4th quarter, Holdings Channel.com reports. The fund bought 2,632 shares of the electric vehicle producer’s stock, valued at approximately $1,184,000. Tesla comprises approximately 1.0% of Fulcrum Wealth Advisors LLC’s investment portfolio, making the stock its 26th biggest holding.

Other large investors also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its stake in shares of Tesla by 11.8% in the fourth quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer’s stock worth $35,509,000 after buying an additional 9,293 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Tesla by 21.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,317 shares of the electric vehicle producer’s stock worth $2,147,000 after buying an additional 931 shares during the last quarter. Bison Wealth LLC lifted its stake in shares of Tesla by 52.2% in the fourth quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer’s stock worth $4,187,000 after buying an additional 3,558 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in shares of Tesla by 9.1% in the second quarter. Sivia Capital Partners LLC now owns 12,135 shares of the electric vehicle producer’s stock worth $3,855,000 after buying an additional 1,011 shares during the last quarter. Finally, AGP Franklin LLC lifted its stake in shares of Tesla by 21.2% in the second quarter. AGP Franklin LLC now owns 4,861 shares of the electric vehicle producer’s stock worth $1,544,000 after buying an additional 851 shares during the last quarter. 66.20% of the stock is owned by institutional investors.

Key Tesla News

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla tops a new U.S. brand‑loyalty ranking, reinforcing customer stickiness that supports long‑term vehicle demand and aftermarket/service revenue. Tesla Brand Recovery? New Survey Shows EV Giant Top Rating For US Loyalty – Palihapitiya Says ‘Once You Drive A Tesla…’
• Positive Sentiment: European registrations show a recovery in several markets (Sweden, France, Denmark, Netherlands), supporting revenue growth expectations outside the U.S. Tesla’s European rebound continues in April despite decline in Norway and Spain
• Positive Sentiment: Tesla has expanded unsupervised Robotaxi service in Texas (Austin → Dallas & Houston) and increased its Cybercab/Robotaxi fleet — a tangible step toward the high‑margin mobility business investors prize. Elon Musk’s Robotaxi Plans Take Shape With Dallas, Houston Rollout, But Tesla Is Still Far Behind Waymo
• Neutral Sentiment: MarketWatch/others flagged a “symbolic” self‑driving milestone — Tesla hit a numeric safety threshold Musk cited, but real‑world regulatory, mapping and edge‑case challenges remain; milestone supports narrative but not immediate revenue. Tesla just hit a ‘symbolic’ self-driving milestone. Real-world success will be tougher.
• Neutral Sentiment: Tesla disclosed >$500M in revenue from deals with Musk‑linked companies (xAI, SpaceX) in an amended filing — this boosts near‑term revenue but raises governance/related‑party scrutiny that could weigh on multiple investor groups. Tesla’s xAI And SpaceX Deals Reshape Growth Story And Governance Questions
• Neutral Sentiment: Analysts and outlets (Barron’s, Susquehanna) are highlighting option trades and volatility as an attractive way to play Tesla given uncertain timing for AI/robotics monetization — signals mixed short‑term flows rather than clear directional conviction. Tesla Stock Is an Attractive Options Play. Here’s Why.
• Negative Sentiment: Spain saw a sharp 47.3% year‑over‑year drop in Tesla registrations for April, highlighting regional weakness that could pressure near‑term sales comps and investor sentiment. New Tesla sales in Spain fall 47.3% year-on-year in April
• Negative Sentiment: Coverage (Barron’s) warns Tesla is burning significant cash to build its AI/robotics future, which raises near‑term margin and free‑cash‑flow concerns even as investors price long‑term optionality. Tesla Is Burning Billions to Build Its AI Future—and the Stock Is Feeling It
• Negative Sentiment: Some analysts remain skeptical on the robotaxi thesis versus Waymo’s lead; a Seeking Alpha piece argues Tesla’s robotaxi upside is materially constrained, which can temper bullish valuation assumptions. Tesla’s Robotaxi Opportunity Is Dead In Light Of Waymo’s Dominance

Tesla Price Performance

NASDAQ:TSLA opened at $392.38 on Tuesday. Tesla, Inc. has a one year low of $271.00 and a one year high of $498.83. The stock has a market cap of $1.47 trillion, a P/E ratio of 359.98, a PEG ratio of 14.87 and a beta of 1.79. The company has a debt-to-equity ratio of 0.09, a current ratio of 2.04 and a quick ratio of 1.62. The company has a fifty day moving average price of $383.09 and a 200 day moving average price of $419.10.

Tesla (NASDAQ:TSLA) last announced its quarterly earnings data on Thursday, April 23rd. The electric vehicle producer reported $0.41 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.39 by $0.02. Tesla had a net margin of 3.95% and a return on equity of 4.89%. The company had revenue of $22.39 billion during the quarter, compared to analysts’ expectations of $22.96 billion. During the same quarter in the prior year, the company posted $0.27 EPS. The business’s revenue was up 15.8% on a year-over-year basis. Analysts anticipate that Tesla, Inc. will post 1.25 earnings per share for the current year.

Insiders Place Their Bets

In other news, Director Kathleen Wilson-Thompson sold 26,409 shares of the stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $378.11, for a total value of $9,985,506.99. Following the completion of the transaction, the director owned 48,399 shares in the company, valued at approximately $18,300,145.89. This represents a 35.30% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Vaibhav Taneja sold 2,264 shares of the stock in a transaction on Friday, March 6th. The shares were sold at an average price of $397.03, for a total transaction of $898,875.92. Following the completion of the transaction, the chief financial officer owned 18,106 shares of the company’s stock, valued at approximately $7,188,625.18. This represents a 11.11% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 80,213 shares of company stock valued at $30,851,105. Corporate insiders own 19.90% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the stock. BNP Paribas Exane upgraded shares of Tesla from an “underperform” rating to a “neutral” rating in a research note on Monday, April 27th. Roth Mkm restated a “buy” rating on shares of Tesla in a research note on Thursday, April 23rd. Weiss Ratings restated a “hold (c-)” rating on shares of Tesla in a research note on Friday, April 24th. Phillip Securities boosted their price objective on shares of Tesla from $215.00 to $220.00 and gave the stock a “sell” rating in a research note on Monday, April 27th. Finally, Mizuho cut their target price on shares of Tesla from $540.00 to $480.00 and set an “outperform” rating for the company in a research note on Thursday, April 23rd. Nineteen equities research analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and five have issued a Sell rating to the company. According to data from MarketBeat, Tesla currently has an average rating of “Hold” and a consensus target price of $398.42.

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.