FY2026 EPS Estimates for Tesla Lifted by Erste Group Bank

Tesla, Inc. (NASDAQ:TSLA) – Investment analysts at Erste Group Bank upped their FY2026 earnings per share estimates for Tesla in a research report issued on Wednesday, July 15th. Erste Group Bank analyst S. Lingnau now expects that the electric vehicle producer will post earnings of $1.19 per share for the year, up from their previous estimate of $1.11. Erste Group Bank has a “Hold” rating on the stock. The consensus estimate for Tesla’s current full-year earnings is $1.30 per share.

Tesla (NASDAQ:TSLA) last posted its quarterly earnings results on Thursday, April 23rd. The electric vehicle producer reported $0.41 earnings per share for the quarter, beating analysts’ consensus estimates of $0.39 by $0.02. The company had revenue of $22.39 billion for the quarter, compared to the consensus estimate of $22.96 billion. Tesla had a net margin of 3.95% and a return on equity of 4.89%. The firm’s quarterly revenue was up 15.8% compared to the same quarter last year. During the same period last year, the company posted $0.27 EPS.

A number of other analysts have also recently weighed in on TSLA. DZ Bank raised shares of Tesla from a “sell” rating to a “hold” rating and set a $385.00 target price on the stock in a research note on Friday, April 24th. Oppenheimer reissued a “market perform” rating on shares of Tesla in a report on Thursday, June 11th. Sanford C. Bernstein raised Tesla from an “underperform” rating to an “outperform” rating in a report on Friday, June 5th. Mizuho cut their price target on Tesla from $540.00 to $480.00 and set an “outperform” rating on the stock in a research note on Thursday, April 23rd. Finally, Needham & Company LLC reaffirmed a “hold” rating on shares of Tesla in a research note on Thursday, April 23rd. Twenty-one equities research analysts have rated the stock with a Buy rating, twenty-one have assigned a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $408.07.

Tesla Price Performance

TSLA stock opened at $391.06 on Friday. The stock has a market cap of $1.47 trillion, a price-to-earnings ratio of 358.77, a P/E/G ratio of 14.39 and a beta of 1.80. 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 50 day simple moving average of $410.37 and a 200 day simple moving average of $406.18. Tesla has a 1 year low of $297.82 and a 1 year high of $498.83.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in TSLA. Networth Advisors LLC bought a new position in Tesla during the fourth quarter worth $26,000. Chapman Financial Group LLC acquired a new stake in Tesla during the 2nd quarter worth about $26,000. Davidson Capital Management Inc. raised its position in shares of Tesla by 79.4% in the 4th quarter. Davidson Capital Management Inc. now owns 61 shares of the electric vehicle producer’s stock worth $27,000 after acquiring an additional 27 shares in the last quarter. Friedenthal Financial lifted its stake in shares of Tesla by 66.7% in the 1st quarter. Friedenthal Financial now owns 75 shares of the electric vehicle producer’s stock valued at $28,000 after purchasing an additional 30 shares during the period. Finally, Prism Advisors Inc. bought a new stake in shares of Tesla during the 4th quarter valued at about $30,000. Institutional investors own 66.20% of the company’s stock.

Insider Activity

In other news, CFO Vaibhav Taneja sold 3,000 shares of the firm’s stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $450.00, for a total transaction of $1,350,000.00. Following the completion of the transaction, the chief financial officer directly owned 18,106 shares in the company, valued at $8,147,700. This trade represents a 14.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Kathleen Wilson-Thompson sold 26,409 shares of the company’s stock in a transaction that occurred 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 sale, the director owned 48,399 shares in the company, valued at $18,300,145.89. The trade was a 35.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 32,015 shares of company stock worth $12,383,640 over the last ninety days. Company insiders own 19.90% of the company’s stock.

Tesla News Roundup

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla’s recent delivery update showed stronger-than-expected vehicle shipments, which could support revenue if margins hold up in the upcoming quarterly report.
• Positive Sentiment: Tightening global emissions standards may continue to favor EV adoption over time, supporting Tesla’s long-term growth case. Article Title
• Neutral Sentiment: Investors are closely watching Tesla’s July 22 earnings call for updates on robotaxis, Optimus, AI spending, and Elon Musk’s outlook, with expectations high and the stock vulnerable to any disappointment.
• Neutral Sentiment: Retail interest remains strong, but some analysts say Tesla’s premium valuation means the stock still needs a lot of execution to justify its price.
• Negative Sentiment: Reports that a potential SpaceX takeover of Tesla may be difficult to finance have added to skepticism and contributed to weakness in the share price. Article Title
• Negative Sentiment: Regulatory and safety headlines, including a denied petition over a headlight recall issue and ongoing scrutiny around Full Self-Driving, are weighing on sentiment.
• Negative Sentiment: Competition from rivals such as BYD and XPeng is intensifying, especially in charging and autonomy, which may pressure Tesla’s growth narrative.

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.