Image from MarketBeat Media, LLC. Key Points TSLA traded up 1.5% mid‑day to $417.32 on Monday with volume about 15% below average, while Wall Street’s consensus is a "Hold" with an average target of $403.92, below the current price. Elon Musk confirmed a Semi ramp in 2026 and Tesla announced hiring plus a concrete target of 100 GW U.S. solar manufacturing by 2028, signaling a push into higher‑margin commercial and energy businesses. Near‑term risks include a senior VP departure, notable insider selling, and intensifying competition from BYD’s battery advances and Rivian’s lower‑priced R2—raising execution, market‑share, and margin concerns. Revisiting Hertz’s Amazon Partnership 5 Months Later: The Good, the Bad, the Risk Tesla (NASDAQ:TSLA - Get Free Report) last announced its earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 EPS for the quarter, topping the consensus estimate of $0.45 by $0.05. The firm had revenue of $24.90 billion for the quarter, compared to the consensus estimate of $24.75 billion. Tesla had a net margin of 4.00% and a return on equity of 4.86%. The business's quarterly revenue was down 3.1% on a year-over-year basis. During the same period last year, the company posted $0.73 EPS. Equities analysts anticipate that Tesla, Inc. will post 2.56 earnings per share for the current year. Insider Activity at Tesla In other news, CFO Vaibhav Taneja sold 2,637 shares of the business's stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $443.93, for a total value of $1,170,643.41. Following the sale, the chief financial officer directly owned 13,757 shares in the company, valued at $6,107,145.01. The trade was a 16.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director James R. Murdoch sold 60,000 shares of the stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $445.40, for a total value of $26,724,000.00. Following the transaction, the director owned 577,031 shares of the company's stock, valued at approximately $257,009,607.40. The trade was a 9.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 119,457 shares of company stock valued at $53,501,145. 19.90% of the stock is owned by corporate insiders. Hedge Funds Weigh In On Tesla A number of large investors have recently bought and sold shares of TSLA. Networth Advisors LLC acquired a new position in shares of Tesla during the 4th quarter worth about $26,000. Chapman Financial Group LLC acquired a new position in Tesla during the second quarter valued at approximately $26,000. Davidson Capital Management Inc. grew its stake in Tesla by 79.4% in the fourth quarter. Davidson Capital Management Inc. now owns 61 shares of the electric vehicle producer's stock valued at $27,000 after purchasing an additional 27 shares in the last quarter. LGT Financial Advisors LLC acquired a new position in shares of Tesla during the 2nd quarter worth approximately $29,000. Finally, Manning & Napier Advisors LLC bought a new stake in shares of Tesla during the 3rd quarter worth approximately $29,000. Institutional investors and hedge funds own 66.20% of the company's stock. Tesla Company Profile