Image from MarketBeat Media, LLC. Key Points PKO Investment Management increased its stake in Tesla by 5.9% in Q4, buying 3,250 shares to hold 58,800 shares worth $26,444,000, making TSLA its 10th largest holding and about 2.1% of the fund (institutional ownership of the stock is 66.2%). Wall Street’s consensus rating on Tesla is a Hold with a $398.42 target price, based on 19 Buys, 17 Holds and 5 Sells from covering analysts. Tesla slightly beat EPS expectations ($0.41 vs. $0.39) but missed revenue ($22.39B vs. $22.96B), with revenue up 15.8% year‑over‑year, and insiders have sold roughly 53,804 shares in the past 90 days (insiders own 19.9% of the stock). Tesla’s Earnings Confirm the Shift to AI—But at What Cost? Tesla (NASDAQ:TSLA - Get Free Report) last announced its earnings results on Thursday, April 23rd. The electric vehicle producer reported $0.41 EPS for the quarter, beating analysts' consensus estimates of $0.39 by $0.02. Tesla had a net margin of 3.95% and a return on equity of 4.89%. The business had revenue of $22.39 billion during the quarter, compared to analysts' expectations of $22.96 billion. During the same period in the prior year, the company earned $0.27 earnings per share. The business's revenue was up 15.8% compared to the same quarter last year. Sell-side analysts predict that Tesla, Inc. will post 1.25 EPS for the current year. Insider Activity at Tesla In other Tesla news, CFO Vaibhav Taneja sold 2,264 shares of the company's stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $397.03, for a total transaction of $898,875.92. Following the completion of the sale, the chief financial officer directly owned 18,106 shares of the company's stock, valued at $7,188,625.18. This represents a 11.11% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Kathleen Wilson-Thompson sold 25,809 shares of the stock in a transaction that occurred on Monday, March 30th. The stock was sold at an average price of $359.33, for a total value of $9,273,947.97. Following the sale, the director directly owned 33,860 shares of the company's stock, valued at $12,166,913.80. The trade was a 43.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 53,804 shares of company stock valued at $20,865,598. 19.90% of the stock is owned by company insiders. More Tesla News