Image from MarketBeat Media, LLC. Key Points Shares fell 2.8% to about $361.83 as delivery fears mount — Tesla trimmed its 2026 delivery outlook to roughly 1.69M units and faces intensifying competition from BYD plus regulatory/brand headwinds. Bullish catalysts include Tesla’s AI/Optimus push, a cheaper Supercharger rollout and potential sentiment lift from a rumored SpaceX IPO, while analyst views remain mixed (market consensus is a "Hold" with an average price target of $406.84). Technicals and corporate signals are cautious: the stock trades below its 50‑day ($409.72) and 200‑day ($427.68) moving averages, carries a very high P/E (~335), and insiders sold about 88k shares (~$38M) recently. As Tech Earnings Grow, This ETF Still Hasn't Caught Up Tesla (NASDAQ:TSLA - Get Free Report) last posted its quarterly earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share for the quarter, topping analysts' consensus estimates of $0.45 by $0.05. The firm had revenue of $24.90 billion for the quarter, compared to analyst estimates of $24.75 billion. Tesla had a net margin of 4.00% and a return on equity of 4.86%. Tesla's quarterly revenue was down 3.1% on a year-over-year basis. During the same period in the previous year, the business posted $0.73 earnings per share. Equities research analysts expect that Tesla, Inc. will post 2.56 earnings per share for the current fiscal year. Insider Activity In other Tesla news, Director James R. Murdoch sold 60,000 shares of the business's stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $445.40, for a total transaction 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 transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Kathleen Wilson-Thompson sold 25,731 shares of the company's stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $415.56, for a total value of $10,692,774.36. Following the completion of the sale, the director owned 19,669 shares of the company's stock, valued at approximately $8,173,649.64. The trade was a 56.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 87,995 shares of company stock worth $38,315,650 over the last ninety days. Corporate insiders own 19.90% of the company's stock. Institutional Inflows and Outflows Institutional investors have recently modified their holdings of the stock. Networth Advisors LLC acquired a new stake in shares of Tesla during the 4th quarter worth approximately $26,000. Chapman Financial Group LLC acquired a new position in Tesla in the second quarter valued at approximately $26,000. Davidson Capital Management Inc. grew its position in Tesla by 79.4% in the fourth 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 period. Manning & Napier Advisors LLC acquired a new stake in Tesla during the third quarter worth $29,000. Finally, CoreFirst Bank & Trust acquired a new stake in Tesla during the second quarter worth $30,000. Hedge funds and other institutional investors own 66.20% of the company's stock. About Tesla