Tesla's (TSLA) "Neutral" Rating Reaffirmed at Barclays
- by lulegacy
- Jan 23, 2026
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Key Points
Barclays reaffirmed its "neutral" rating on Tesla, and the analyst consensus across brokers is an average Hold with an average price target of $410.77 (18 Buys, 13 Holds, 8 Sells).
TSLA traded around $448.62 with a market cap of about $1.49 trillion and a high PE (~299), leaving the stock vulnerable to downside if margin recovery and autonomous‑vehicle monetization fall short.
Key operational developments — an unsupervised Robotaxi rollout in Austin and a Lemonade insurance partnership — could support long‑term autonomy revenue, but moves like discontinuing basic Autopilot and ongoing analyst caution present regulatory, adoption and valuation risks. Tesla Bulls vs. Bears Are Getting Loud Ahead of Earnings
In other Tesla news, Director Kimbal Musk sold 56,820 shares of the stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $450.66, for a total value of $25,606,501.20. Following the sale, the director directly owned 1,391,615 shares in the company, valued at approximately $627,145,215.90. This trade represents a 3.92% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director James R. Murdoch sold 60,000 shares of the business's stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $445.40, for a total transaction of $26,724,000.00. Following the completion of the transaction, the director directly owned 577,031 shares of the company's stock, valued at $257,009,607.40. This trade represents a 9.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 119,457 shares of company stock valued at $53,501,145. 19.90% of the stock is currently owned by insiders.
Hedge Funds Weigh In On Tesla
A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Brighton Jones LLC grew its stake in shares of Tesla by 11.8% in the fourth quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer's stock valued at $35,509,000 after buying an additional 9,293 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Tesla by 21.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,317 shares of the electric vehicle producer's stock valued at $2,147,000 after purchasing an additional 931 shares during the period. Bison Wealth LLC lifted its stake in Tesla by 52.2% in the 4th quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer's stock valued at $4,187,000 after purchasing an additional 3,558 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in Tesla by 9.1% during the second quarter. Sivia Capital Partners LLC now owns 12,135 shares of the electric vehicle producer's stock worth $3,855,000 after purchasing an additional 1,011 shares during the period. Finally, AGP Franklin LLC raised its stake in Tesla by 21.2% in the second quarter. AGP Franklin LLC now owns 4,861 shares of the electric vehicle producer's stock valued at $1,544,000 after buying an additional 851 shares during the period. 66.20% of the stock is owned by institutional investors and hedge funds.
Tesla News Roundup
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