Image from MarketBeat Media, LLC. Key Points Nwam LLC raised its Tesla stake by 8.1%, buying 1,389 shares to hold 18,437 shares valued at $8,093,000, representing about 0.6% of its portfolio and its 26th largest position. Insiders have been net sellers recently—119,457 shares sold in the last 90 days (≈$53.5M), including a 56,820‑share sale by Kimbal Musk—while insiders still hold about 19.9% of the stock. Tesla trades near $437.50 with a market cap of $1.46T and a high P/E (~292); analysts’ consensus is a Hold with a $410.20 target as the company heads into key earnings and faces mixed news on regulation, competition, and execution. Here are the key news stories impacting Tesla this week: Positive Sentiment: U.S. regulators gave Tesla a five‑week extension to respond to the NHTSA probe into Full Self‑Driving traffic violations, reducing immediate regulatory pressure and buying time ahead of earnings. . Positive Sentiment: Data on owner loyalty and recent loyalty awards suggest strong repeat purchase behavior among Tesla drivers, supporting recurring vehicle demand and aftermarket revenue stability. . Positive Sentiment: Tesla highlighted a new lithium refinery in Texas aimed at strengthening its U.S. battery supply chain, which can help margin and production resilience long term. . Neutral Sentiment: Investors are trimming positions and booking profits ahead of the Jan. 28 Q4 earnings report, creating short‑term volatility but reflecting a defensive positioning rather than new fundamental news. . Neutral Sentiment: Analysts remain split: several firms still bullish on Tesla’s AI/robotics/energy potential while others flag valuation and delivery risks — leaving little margin for error into earnings. . Neutral Sentiment: Hyundai appointed a former Tesla humanoid‑robot lead as an adviser, highlighting industry talent movement in robotics — a sign of both sector interest and rising competition for talent. . Negative Sentiment: Commentary that a Ford‑BYD battery tie‑up could make Tesla "a footnote" underscores fears of intensified competition on cost and scale that could pressure volumes and margins. . Negative Sentiment: Robotaxi rivals are accelerating — WeRide reports >1,000 AVs and Waymo/NVIDIA remain strong competitors — raising doubts about Tesla’s robotaxi lead and timing for autonomous revenue. . Negative Sentiment: Tesla’s decision to end one‑time Full Self‑Driving purchases and shift to subscription has prompted customer backlash, prompted sales by large holders (eg., ARK) and prompted commentary that Tesla’s perceived software edge may be fading — a near‑term reputational and revenue mix risk. . Negative Sentiment: Analysts and commentators are flagging valuation and slowing deliveries (Q4 deliveries missed estimates), with some downgrades and low price targets that could amplify sell pressure if earnings disappoint. . Tesla Profile