Image from MarketBeat Media, LLC. Key Points Tesla shares were up 1.9% midday, trading around $425 on ~64 million shares as upbeat news — a potential $165 million California incentive for the Semi, promotion of Tesla’s Europe head to global sales, and Elon Musk’s Semi/robotaxi ramp remarks — supported the rally. Near‑term risks include senior executive departures, rising labor tensions in Germany after a recorded works‑council dispute, and BYD’s legal challenge to U.S. EV tariffs that could intensify competition if successful. Analysts are split: the market consensus is a "Hold" with a $403.92 target, while several brokers keep $500+ buy targets — even as the stock trades at a very rich P/E ~394. Revisiting Hertz’s Amazon Partnership 5 Months Later: The Good, the Bad, the Risk Tesla (NASDAQ:TSLA - Get Free Report) last released its quarterly earnings data on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share for the quarter, beating the consensus estimate of $0.45 by $0.05. Tesla had a net margin of 4.00% and a return on equity of 4.86%. The firm had revenue of $24.90 billion during the quarter, compared to analysts' expectations of $24.75 billion. During the same period in the previous year, the company earned $0.73 earnings per share. The firm's quarterly revenue was down 3.1% on a year-over-year basis. Research analysts forecast that Tesla, Inc. will post 2.56 earnings per share for the current fiscal year. Insider Activity at Tesla In other Tesla news, Director Kimbal Musk sold 56,820 shares of the stock in a transaction that occurred 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 transaction, 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 legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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 sale, the director directly 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 position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 119,457 shares of company stock worth $53,501,145. 19.90% of the stock is owned by insiders. Institutional Investors Weigh In On Tesla Several hedge funds and other institutional investors have recently added to or reduced their stakes in TSLA. Networth Advisors LLC bought a new position in shares of Tesla during the 4th quarter valued at about $26,000. Chapman Financial Group LLC purchased a new position in Tesla during the 2nd quarter valued at approximately $26,000. Davidson Capital Management Inc. increased its stake in 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 during the last quarter. LGT Financial Advisors LLC purchased a new stake in shares of Tesla during the 2nd quarter worth approximately $29,000. Finally, Manning & Napier Advisors LLC purchased a new position in shares of Tesla in the third quarter valued at $29,000. 66.20% of the stock is owned by hedge funds and other institutional investors. Tesla Company Profile