Image from MarketBeat Media, LLC. Key Points Annis Gardner Whiting Capital Advisors LLC increased its Tesla stake by 465.3% in Q3 to 8,938 shares (about $3.98M), making TSLA roughly 0.8% of the firm's holdings and its 14th largest position. Tesla beat Q4 estimates with $0.50 EPS (vs. $0.45) and $24.9B revenue, but revenue was down 3.1% YoY; management signaled heavy strategic spending including a ~$2B investment in xAI and >$20B planned capex for 2026 while pivoting toward robotaxi/Optimus and ending Model S/X production. Insiders sold roughly 119,457 shares (~$53.5M) in the last 90 days, analysts have a consensus "Hold" rating with a $410.86 target, and shares trade near $416 (down ~3.5%). Mega-Cap Earnings Could Decide the Tech Sector’s Next Big Move Tesla (NASDAQ:TSLA - Get Free Report) last posted its quarterly earnings data on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.45 by $0.05. Tesla had a net margin of 4.00% and a return on equity of 4.93%. The business had revenue of $24.90 billion during the quarter, compared to the consensus estimate of $24.75 billion. During the same period in the prior year, the firm earned $0.73 EPS. Tesla's quarterly revenue was down 3.1% compared to the same quarter last year. Equities analysts predict that Tesla, Inc. will post 2.56 EPS for the current year. Wall Street Analysts Forecast Growth A number of analysts have recently issued reports on TSLA shares. The Goldman Sachs Group reissued a "neutral" rating and issued a $405.00 price target on shares of Tesla in a research report on Thursday. BNP Paribas Exane upped their price objective on shares of Tesla from $307.00 to $313.00 in a research note on Monday, December 1st. TD Cowen lifted their target price on shares of Tesla from $509.00 to $519.00 and gave the company a "buy" rating in a research note on Thursday. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $500.00 price target on shares of Tesla in a research note on Thursday. Finally, Needham & Company LLC reissued a "hold" rating on shares of Tesla in a research report on Thursday. Seventeen analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and eight have given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Hold" and a consensus price target of $410.86.