Image from MarketBeat Media, LLC. Key Points Zacks Research cut its Q2 2026 EPS estimate for Tesla to $0.27 (from $0.28) and rates the stock a "Strong Sell", while projecting full‑year EPS of $2.56 and FY2028 EPS of $0.52. Tesla shares opened at $371.75 (up 4.6%) with a market cap of $1.39 trillion and a P/E of 344; Wall Street consensus is a Hold with an average price target of $403.98 (19 Buys, 13 Holds, 10 Sells). Near‑term drivers include the upcoming Q1 delivery print (expected ~365k units) and optimism around a possible Tesla–SpaceX chip partnership and AI/Optimus progress, offset by regulatory scrutiny (NHTSA), margin concerns and recent insider selling. As Tech Earnings Grow, This ETF Still Hasn't Caught Up Tesla (NASDAQ:TSLA - Get Free Report) last released its quarterly earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share (EPS) 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 the consensus estimate of $24.75 billion. Tesla had a return on equity of 4.86% and a net margin of 4.00%.The company's revenue for the quarter was down 3.1% on a year-over-year basis. During the same period last year, the business posted $0.73 EPS. Institutional Investors Weigh In On Tesla Institutional investors have recently bought and sold shares of the business. Norges Bank bought a new position in shares of Tesla in the fourth quarter worth about $17,128,100,000. Corient Private Wealth LLC raised its stake in Tesla by 3,205.5% during the 4th quarter. Corient Private Wealth LLC now owns 21,459,599 shares of the electric vehicle producer's stock valued at $9,650,811,000 after purchasing an additional 20,810,386 shares during the period. Bank of America Corp DE lifted its holdings in Tesla by 56.0% in the 4th quarter. Bank of America Corp DE now owns 20,755,605 shares of the electric vehicle producer's stock worth $9,334,211,000 after purchasing an additional 7,450,766 shares in the last quarter. Cardano Risk Management B.V. boosted its stake in Tesla by 882.8% in the 4th quarter. Cardano Risk Management B.V. now owns 8,202,060 shares of the electric vehicle producer's stock worth $3,688,630,000 after purchasing an additional 7,367,507 shares during the period. Finally, Vanguard Group Inc. boosted its stake in Tesla by 2.6% in the 4th quarter. Vanguard Group Inc. now owns 258,925,024 shares of the electric vehicle producer's stock worth $116,443,762,000 after purchasing an additional 6,538,720 shares during the period. Hedge funds and other institutional investors own 66.20% of the company's stock. Insiders Place Their Bets In other news, Director James R. Murdoch sold 60,000 shares of the stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $445.40, for a total value of $26,724,000.00. Following the completion of the sale, the director directly owned 577,031 shares of the company's stock, valued at $257,009,607.40. This represents a 9.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Vaibhav Taneja sold 2,264 shares of Tesla stock in a transaction on Friday, March 6th. The shares were sold at an average price of $397.03, for a total transaction of $898,875.92. Following the transaction, the chief financial officer owned 18,106 shares in the company, valued at approximately $7,188,625.18. This trade represents a 11.11% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 87,995 shares of company stock worth $38,315,650. Company insiders own 19.90% of the company's stock. Key Tesla News