Market Cap
$1.4T
TSLA
Tesla, Inc.
$371.62 ▲ +4.94%
Prev close $354.11Market cap$1.4T
ConsensusHold
12-mo target$395.57 (+6.5%)
▲ Neutral
Analyst conviction 5/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)35 New Institutional Positions15 Institutional ExitsCongressional Activity (2) Artificial IntelligenceElectric VehiclesRobotics & Automation
Snapshot
The big-picture read on TSLA right now — valuation, ownership and activity at a glance.
Cap Size
Mega Cap
Analyst Consensus
Hold (49%)
Inst. Holders
50 funds
Inst. Value
$632.6B
Inst. Activity
35 buys / 15 sells
Insider Activity
$0.00 buy / $33.1M sell
Insider Net $
-$33.1M
Social Sentiment
56° Neutral
SEC Reports
12
Congressional
4 trades
Price chart 30d +4.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 2, 2026 options_unusual
Unusual Call: TSLA $375 2026-10-02 — $15.2M premium
Vol: 99,300 vs OI: 12,322 (8.1x). Price: $1.53, IV: 57%, Delta: 0.39. Direction: OPENING
Sep 22, 2026 Event
Edmundson v. Tesla Florida Inc et al
Court ruling (flsd) — Docket: 0:26-cv-60942
Sep 8, 2026 Insider
Taneja Vaibhav sold 2,605.75 shares
Chief Financial Officer @ $360.13 ($938.4K)
Sep 5, 2026 Insider
Aug 20, 2026 SEC Taneja Vaibhav acquired via exercise 6,539 shares
Chief Financial Officer
A federal court entered a joint stipulated judgment confirming an arbitration award against Tesla, Inc. for approximatel
COURT-RULING — Impact 1/10
Tesla is named as a co-defendant in a personal injury lawsuit arising from a 2023 Tesla Model 3 rental car crash, but th
COURT-RULING — Impact 1/10
Aug 18, 2026 Congress
Gilbert Cisneros sell
$1,001 - $15,000 — House
Aug 10, 2026 Congress
Ro Khanna sell
$1,001 - $15,000 — House
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
49% rate it Buy or better · 61 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Sep 25, 2026 | StoneX | REITERATE | Buy | — |
| Sep 16, 2026 | Goldman Sachs | REITERATE | Neutral | 54% |
| Sep 4, 2026 | GLJ Research | REITERATE | Sell | 52% |
| Sep 3, 2026 | StoneX | REITERATE | Buy | — |
| Aug 18, 2026 | GLJ Research | REITERATE | Sell | 52% |
| Aug 3, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 24, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jul 23, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 23, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 20 | 25 | 5 | 1 | 49% | |
| Aug 1, 2026 | 10 | 20 | 24 | 6 | 1 | 49% | |
| Jul 1, 2026 | 9 | 20 | 24 | 6 | 1 | 48% | |
| Jun 1, 2026 | 9 | 20 | 23 | 7 | 1 | 48% | |
| May 1, 2026 | 9 | 20 | 24 | 7 | 1 | 48% | |
| Apr 1, 2026 | 9 | 20 | 21 | 8 | 2 | 48% | |
| Mar 1, 2026 | 8 | 20 | 21 | 8 | 2 | 47% | |
| Feb 1, 2026 | 8 | 19 | 21 | 8 | 2 | 47% |
Price targets
Where 38 covering analysts think TSLA trades over the next 12 months.
$395.57 +6.5% upside Buy
Current$371.60 Low$125.00 Median$412.50 High$600.00 38 analysts
$125.00$600.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Social media sentiment mood +25.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
56°
Neutral
BearishNeutralBullish
Recent posts
TSLA new business model?
▲ 1 · 💬 3· ⚡ 0.5
Could $SKYX be the $TSLA of Smart Homes? - Recently announced merger with Deako brings expertise and business development skills of former CEO of $QCOM and former CEO of $HD
▲ 1 · 💬 2· ⚡ 0.5
TSLA enters $30B of credit and loan facilities
▲ 1 · 💬 0· ⚡ 0.5
How did WSB's stock picks of 2026 perform - Q3 Check in
▲ 1 · 💬 5· ⚡ 0.5
Stopped listening to Twitter and ran $TSLA's SEC XBRL filings through an automated forensic accounting script. Here is what the number
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
12 SEC filing reports analyzed · 2 bullish, 2 bearish, 0 mixed, 8 neutral · avg impact 3.7/10.
NEUTRALANALYST-UPGRADE4/10
JP Morgan upgrades TSLA to Neutral — PT $475 (+13.5%)
Jun 5, 2026
NEUTRALCOURT-RULING1/10
A federal court entered a joint stipulated judgment confirming an arbitration award against Tesla, I
Aug 20, 2026
NEUTRALCOURT-RULING1/10
Tesla is named as a co-defendant in a personal injury lawsuit arising from a 2023 Tesla Model 3 rent
Aug 19, 2026
BEARISH8-K6/10
Tesla reported Q2 2026 GAAP diluted EPS of $0.32, a 40.7% miss vs consensus of $0.54, despite revenu
Jul 22, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 2, 2026
options_unusual
Unusual Call: TSLA $375 2026-10-02 — $15.2M premium
Vol: 99,300 vs OI: 12,322 (8.1x). Price: $1.53, IV: 57%, Delta: 0.39. Direction: OPENING
Oct 2, 2026
options_unusual
Unusual Call: TSLA $372.5 2026-10-02 — $19.5M premium
Vol: 72,373 vs OI: 6,732 (10.8x). Price: $2.70, IV: 57%, Delta: 0.56. Direction: OPENING
Oct 2, 2026
options_unusual
Unusual Call: TSLA $370 2026-10-09 — $5.4M premium
Vol: 6,173 vs OI: 3,895 (1.6x). Price: $8.80, IV: 39%, Delta: 0.54. Direction: OPENING
Oct 2, 2026
options_unusual
Unusual Call: TSLA $362.5 2026-10-02 — $8.8M premium
Vol: 9,787 vs OI: 5,425 (1.8x). Price: $9.00, IV: 78%, Delta: 0.86. Direction: OPENING
Oct 2, 2026
options_unusual
Unusual Call: TSLA $360 2026-10-02 — $10.4M premium
Vol: 9,336 vs OI: 18,677 (0.5x). Price: $11.25, IV: 78%, Delta: 0.91. Direction: UNKNOWN
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.44 | $0.30–$0.60 | -12.2% | -2.8% | 4↑ 15↓ | $27.5B | 24 |
| Next Q | $0.48 | $0.29–$0.82 | -3.3% | -1.0% | 3↑ 16↓ | $28.7B | 24 |
| Current FY | $1.75 | $1.36–$2.39 | 5.5% | -1.2% | 0↑ 2↓ | $106.5B | 33 |
| Next FY | $2.16 | $1.43–$3.65 | 23.5% | +0.2% | 4↑ 19↓ | $121.1B | 31 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.439 | — |
| 7d ago | $0.448 | -0.010 |
| 30d ago | $0.452 | -0.013 |
| 60d ago | $0.456 | -0.017 |
| 90d ago | $0.547 | -0.108 |
Institutional ownership
Which big funds own TSLA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $632.6B total value (1,468,338,137 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 214,123,129 | $90.1B | 14.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 184,023,551 | $77.4B | 12.2% | — |
| STATE STREET CORP | 117,456,756 | $49.4B | 7.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 68,914,720 | $28.9B | 4.6% | — |
| Invesco Ltd. | 55,464,442 | $23.3B | 3.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 49,550,535 | $20.8B | 3.3% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45,774,000 | $19.3B | 3.0% | TRIM -25.6% |
| Capital World Investors | 45,735,669 | $19.2B | 3.0% | — |
| JPMORGAN CHASE & CO | 41,972,287 | $17.3B | 2.7% | — |
| FMR LLC | 39,766,224 | $16.7B | 2.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 38,812,422 | — | $16.3B |
| HSBC HOLDINGS PLC | ADD | 7,597,433 | 10,854,642 | +42.9% | $4.6B |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 7,071,755 | 9,036,619 | +27.8% | $3.8B |
| CITIGROUP INC | ADD | 5,162,629 | 7,898,070 | +53.0% | $3.3B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | TRIM | 4,805,521 | 3,575,532 | -25.6% | $1.5B |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 2,048,950 | 3,199,616 | +56.2% | $1.3B |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | DOUBLED | 248,321 | 1,623,903 | +554.0% | $683.0M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | DOUBLED | 186,065 | 1,476,812 | +693.7% | $631.0M |
| CITADEL ADVISORS LLC | TRIM | 2,092,309 | 1,226,238 | -41.4% | $515.8M |
| Daiwa Securities Group Inc. | ADD | 702,158 | 1,221,794 | +74.0% | $513.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
4 insiders, 50 transactions. Net -$33.1M — $0.00 bought, $33.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | Taneja Vaibhav | Chief Financial Officer | SELL | 2,605.75 | $360.13 | $938.4K |
| Sep 5, 2026 | Taneja Vaibhav | Chief Financial Officer | EXERCISE | 6,539 | — | — |
| Jun 16, 2026 | Musk Elon | CEO | EXERCISE | 303,960,630 | $23.34 | $7.1B |
| Jun 16, 2026 | Musk Elon | CEO | TAX W/H | 17,531,857 | $404.66 | $7.1B |
| May 13, 2026 | Taneja Vaibhav | Chief Financial Officer | EXERCISE | 2,000 | $18.22 | $36.4K |
| May 13, 2026 | Taneja Vaibhav | Chief Financial Officer | EXERCISE | 1,000 | $18.44 | $18.4K |
| May 13, 2026 | Taneja Vaibhav | Chief Financial Officer | SELL | 3,000 | $450.00 | $1.4M |
| Apr 30, 2026 | Wilson-Thompson Kathleen | Director | EXERCISE | 40,948 | $14.99 | $613.8K |
| Apr 30, 2026 | Wilson-Thompson Kathleen | Director | SELL | 840 | $369.01 | $310.0K |
| Apr 30, 2026 | Wilson-Thompson Kathleen | Director | SELL | 1,520 | $369.77 | $562.0K |
Congressional trades
TSLA trades disclosed by members of Congress, with disclosure delay.
3 members · 2 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 18, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Tesla Inc | Sep 11, 2026(25d) |
| Aug 10, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | Tesla Inc | Sep 7, 2026(29d) |
| Mar 27, 2026 | Alan Armstrong | R | SENATE | BUY | $15,001 - $50,000 | Tesla Inc | Jul 22, 2026(117d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Tesla Inc | Feb 16, 2026(39d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TSLA.
Shares short
68,862,357
Settlement Sep 15, 2026
Change vs prior
-7.2%
Semi-monthly cycle
Days to cover
1.7
At avg daily volume
Of shares outstanding
≈1.7%
Estimate — not % of float
All TSLA filing & press-release reports (12)
- JP Morgan upgrades TSLA to Neutral — PT $475 (+13.5%)Jun 5, 2026
- COURT-RULING reportAug 20, 2026
- COURT-RULING reportAug 19, 2026
- 8-K reportJul 22, 2026
- COURT-RULING reportJul 17, 2026
- COURT-RULING reportJul 15, 2026
- 8-K reportJul 2, 2026
- 10-K/A reportApr 30, 2026
- COURT-RULING reportApr 23, 2026
- 8-K reportApr 22, 2026
- 8-K reportApr 21, 2026
- COURT-RULING reportApr 13, 2026