Tesla, Inc. (TSLA) Overview and Market Sentiment Recent discussions on X about Tesla focus heavily on the company’s progress in AI and Full Self-Driving (FSD) technology, fueling excitement around potential robotaxi launches anticipated in 2025. This attention keeps Tesla’s stock prominent, despite varying opinions on rollout timelines. Conversely, concerns about Tesla’s sales performance in China have surfaced, highlighting weaker sales data, factory shutdowns, and rising EV competition. However, some optimism remains due to delivery improvements signaling a possible rebound. Tesla’s stock price volatility also generates debate, with users divided on whether current valuations factor in growth potential or challenges ahead, amid macroeconomic pressures like interest rates and changing EV policies. This summary is based on AI analysis of X posts. Tesla Insider Trading Activity Over the past six months, Tesla insiders have executed 38 transactions involving TSLA stock: 25 purchases and 13 sales. CEO Elon Musk led buying activity, acquiring approximately 2. 57 million shares worth about $1 billion and making no sales. Other key insiders selling shares include James R. Murdoch (180, 000 shares, $67. 4M), Xiaotong Zhu (35, 000 shares, $12. 1M), and CFO Vaibhav Taneja (11, 169 shares, $3. 4M). For detailed insider activity, Quiver Quantitative’s insider trading dashboard offers tracking tools. Tesla Revenue Highlights Tesla reported Q3 2025 revenues of $28. 1 billion, marking an 11. 57% increase compared to the same quarter in the previous year.

Financials can be monitored via Quiver Quantitative’s TSLA stock page. Congressional TSLA Stock Activity In the last six months, members of Congress traded TSLA stock 11 times, including 7 purchases and 4 sales. Representative Lisa C. McClain was most active with 7 trades (4 buys up to $60, 000 and 3 sales up to $45, 000). Representative Gilbert Ray Cisneros, Jr. made 2 purchases totaling up to $30, 000, while Representative Marjorie Taylor Greene purchased up to $15, 000, and Representative Val T. Hoyle sold up to $15, 000. Quiver Quantitative’s congressional trading dashboard provides ongoing updates. Hedge Fund Movements in TSLA In Q3 2025, 2, 089 institutional investors increased Tesla holdings, while 1, 653 reduced their positions. Notable moves include: - UBS Asset Management added 14. 84 million shares (+59. 9%), valued at approximately $6. 6 billion. - Morgan Stanley sold 7. 09 million shares (-16. 4%), about $3. 15 billion. - Kingstone Capital Partners Texas completely divested 6. 44 million shares (~$2. 86 billion). - FMR LLC added 6. 2 million shares (+20. 7%), around $2. 75 billion. - Bank of America sold 6. 13 million shares (-23. 6%), roughly $2. 73 billion. - Barclays PLC sold 4. 19 million shares (-20. 4%), about $1. 86 billion. - Valeo Financial Advisors reduced holdings by 98. 4%, selling 3. 77 million shares (~$1. 68 billion). Quiver Quantitative’s institutional holdings dashboard offers further details. Government Contracts Awarded to Tesla Over the past year, Tesla received $17, 357 in government award payments, primarily for automotive mechanical repairs. Tracking of government contracts is available on Quiver Quantitative’s government contracts dashboard. Analyst Ratings on Tesla In recent months, 11 firms have issued buy or outperform ratings on TSLA stock, while 4 firms have recommended selling. Recent ratings include: - Mizuho: Outperform (11/25/2025) - Stifel: Buy (11/17/2025) - Wedbush: Outperform (11/07/2025) - Cantor Fitzgerald: Overweight (10/27/2025) - Canaccord Genuity: Buy (10/23/2025) - GLJ Research: Sell (10/22/2025) - Morgan Stanley: Overweight (10/02/2025) For ongoing analyst perspectives, Quiver Quantitative’s TSLA forecast page is a resource. Tesla Price Targets In the last six months, 23 analysts issued price targets with a median of $435. 00. Selected recent targets include: - Vijay Rakesh (Mizuho): $475 (11/25/2025) - Stephen Gengaro (Stifel): $508 (11/17/2025) - Daniel Ives (Wedbush): $600 (11/07/2025) - John Murphy (B of A Securities): $471 (10/29/2025) - Andres Sheppard (Cantor Fitzgerald): $510 (10/27/2025) - Dmitriy Pozdnyakov (Freedom Capital Markets): $406 (10/24/2025) - George Gianarikas (Canaccord Genuity): $482 (10/23/2025) These insights reflect diverse analyst outlooks on Tesla’s future valuation.