Image from MarketBeat Media, LLC. Key Points Erste Group trimmed its FY2026 EPS estimate for Tesla to $1.40 (from $1.42) versus a consensus of $2.56, and analysts have cut delivery and earnings forecasts after management trimmed 2026 delivery guidance to about 1.69 million units — a clear near‑term catalyst for share weakness. Analyst sentiment is mixed (19 Buys, 13 Holds, 9 Sells) leaving an average rating of Hold and an average target of $406.84, while the stock recently opened at $372.11 (down ~3.6%) despite beating the latest quarterly EPS estimate as revenue fell 3.1% year‑over‑year. Insiders have been net sellers — directors disposed of 87,995 shares (~$38.3M) over the past 90 days — even as institutional investors own about 66.2% of Tesla and corporate insiders hold 19.9% of the stock. A New Regulatory Blow Could Change Tesla’s Outlook NASDAQ:TSLA opened at $372.11 on Friday. The firm has a market capitalization of $1.40 trillion, a P/E ratio of 344.55, a PEG ratio of 11.41 and a beta of 1.89. The company's fifty day moving average price is $409.72 and its 200-day moving average price is $427.68. Tesla has a 1-year low of $214.25 and a 1-year high of $498.83. The company has a debt-to-equity ratio of 0.08, a current ratio of 2.16 and a quick ratio of 1.77. Insider Transactions at Tesla In related news, Director Kathleen Wilson-Thompson sold 25,731 shares of Tesla stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $415.56, for a total value of $10,692,774.36. Following the sale, the director directly owned 19,669 shares in the company, valued at approximately $8,173,649.64. The trade was a 56.68% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director James R. Murdoch sold 60,000 shares of the business's stock in a transaction that occurred on 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 sale, the director owned 577,031 shares of the company's stock, valued at approximately $257,009,607.40. This trade represents a 9.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 87,995 shares of company stock valued at $38,315,650 over the last 90 days. Corporate insiders own 19.90% of the company's stock. Institutional Inflows and Outflows Several hedge funds have recently added to or reduced their stakes in the company. J. Derek Lewis & Associates Inc. purchased a new stake in shares of Tesla during the fourth quarter worth $18,466,000. Purpose Unlimited Inc. purchased a new stake in Tesla during the 4th quarter valued at about $328,776,000. Cornerstone Planning LLC purchased a new position in Tesla in the 4th quarter worth approximately $665,000. AMG Asset Management Group Inc. acquired a new position in shares of Tesla during the 4th quarter worth approximately $610,000. Finally, Forty three Eighteen Advisors LLC acquired a new stake in shares of Tesla in the fourth quarter valued at approximately $2,784,000. 66.20% of the stock is owned by institutional investors and hedge funds. Key Stories Impacting Tesla