Tesla’s (TSLA) “Neutral” Rating Reiterated at Barclays

Posted by Hanz Christensen on Mar 7th, 2026

Barclays reissued their neutral rating on shares of Tesla (NASDAQ:TSLA – Free Report) in a research report sent to investors on Wednesday,MarketScreener reports.

A number of other research firms also recently commented on TSLA. TD Cowen raised their target price on shares of Tesla from $509.00 to $519.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Needham & Company LLC reiterated a “hold” rating on shares of Tesla in a research note on Thursday, January 29th. President Capital cut their price objective on shares of Tesla from $517.00 to $500.00 and set a “buy” rating on the stock in a report on Friday, January 30th. Weiss Ratings reissued a “hold (c-)” rating on shares of Tesla in a research note on Tuesday, January 27th. Finally, HSBC restated a “reduce” rating on shares of Tesla in a report on Monday, November 17th. Nineteen equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and nine have given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $406.84.

Read Our Latest Stock Report on TSLA

Tesla Price Performance

TSLA opened at $396.73 on Wednesday. The company has a market capitalization of $1.49 trillion, a price-to-earnings ratio of 367.34, a PEG ratio of 11.99 and a beta of 1.89. The company has a current ratio of 2.16, a quick ratio of 1.77 and a debt-to-equity ratio of 0.08. Tesla has a 12-month low of $214.25 and a 12-month high of $498.83. The business’s fifty day simple moving average is $425.17 and its 200-day simple moving average is $422.66.

Tesla (NASDAQ:TSLA – Get Free Report) last released its quarterly earnings data on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share for the quarter, beating the consensus estimate of $0.45 by $0.05. Tesla had a return on equity of 4.86% and a net margin of 4.00%.The firm had revenue of $24.90 billion during the quarter, compared to the consensus estimate of $24.75 billion. During the same period in the previous year, the company posted $0.73 earnings per share. The firm’s quarterly revenue was down 3.1% on a year-over-year basis. On average, equities research analysts anticipate that Tesla will post 2.56 earnings per share for the current fiscal year.

Insider Activity

In other Tesla news, CFO Vaibhav Taneja sold 2,637 shares of Tesla stock in a transaction on Monday, December 8th. The shares were sold at an average price of $443.93, for a total value of $1,170,643.41. Following the transaction, the chief financial officer directly owned 13,757 shares of the company’s stock, valued at approximately $6,107,145.01. The trade was a 16.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Kimbal Musk sold 56,820 shares of the company’s stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $450.66, for a total value of $25,606,501.20. Following the transaction, the director directly owned 1,391,615 shares in the company, valued at approximately $627,145,215.90. The trade was a 3.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 145,188 shares of company stock worth $64,193,919. Insiders own 19.90% of the company’s stock.

Institutional Trading of Tesla

A number of institutional investors have recently made changes to their positions in TSLA. Vanguard Group Inc. raised its stake in Tesla by 2.6% in the fourth quarter. Vanguard Group Inc. now owns 258,925,024 shares of the electric vehicle producer’s stock valued at $116,443,762,000 after buying an additional 6,538,720 shares during the last quarter. State Street Corp grew its stake in shares of 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 acquiring an additional 1,080,085 shares during the last quarter. Geode Capital Management LLC grew its stake 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. Capital World Investors increased its holdings in shares of Tesla by 5.8% during the third quarter. Capital World Investors now owns 44,035,949 shares of the electric vehicle producer’s stock valued at $19,583,547,000 after acquiring an additional 2,403,019 shares in the last quarter. Finally, Norges Bank purchased a new position in shares of Tesla in the 4th quarter valued at approximately $17,128,100,000. Institutional investors and hedge funds own 66.20% of the company’s stock.

Key Stories Impacting Tesla

Here are the key news stories impacting Tesla this week:

Positive Sentiment: Higher oil/gas prices make EV ownership relatively more attractive, which could support Tesla vehicle demand and margins in coming months. Oil prices are surging. Will that help Tesla and others sell more EVs?
Positive Sentiment: February Europe registrations rose ~10% for Tesla in some reporting, showing pockets of demand resilience despite competitive pressure. Tesla’s Europe registrations rise 10% in February despite sales drops in key markets
Positive Sentiment: Bank of America issued a buy/upgrade view on Tesla (along with legacy automakers), citing opportunities such as robotaxi upside that could support a longer‑term recovery in sentiment. BofA Upgrades Ford (F), Tesla (TSLA), and GM (GM) Stock: What Investors Need to Know
Neutral Sentiment: Tesla filed a new patent suggesting a bold seat design for the next‑gen Roadster — an innovation signal but not an immediate revenue driver. Tesla Patent Points to Bold New Seat Design for Next-Gen Roadster
Negative Sentiment: BYD unveiled ultra‑fast charging tech (claims of near‑full in ~9 minutes), which threatens Tesla’s Supercharger competitive edge and raises execution/market‑share risk. BYD Needs Just 9 Minutes To Challenge Tesla’s Last Great Advantage
Negative Sentiment: UK sales plunged ~37% year‑over‑year in February, underscoring uneven regional recovery and intensifying competitive pressure from Chinese EV makers. Tesla UK car sales drop 37% as Chinese competition heightens, SMMT data shows
Negative Sentiment: Analyst action and option‑market signals are bearish: BNP Paribas/Exane cut TSLA targets and near‑term put premiums are elevated, implying hedging/short interest and potential selling pressure. BNP Paribas Exane Cuts Tesla (NASDAQ:TSLA) Price Target to $280.00

About Tesla

(Get Free Report)

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.