TSLA Tesla, Inc.

Price Chart

Executive Summary

UBS double-upgraded Tesla from Sell to Neutral on April 14, 2026, maintaining a $352 price target that implies 13.4% downside from the current $406.43. The move removes the most bearish rating from a major firm but keeps the target well below the consensus mean of $419.94 and median of $460. UBS has a 55% accuracy rate on 5,084 calls with an average return of 4.6%, placing it below top-tier firms like Jefferies (100% on 3 calls) and RBC Capital (93% on 14 calls). The broader consensus is mixed: 48% Buy, 38% Hold, 13% Sell across 60 analysts. Over the past 30 days, this is the only rating change, with no downgrades. EPS revisions are slightly positive for the current quarter but negative for next year. Insider selling persists — $1.35M by VP Vaibhav Taneja and ~$1M by director Kathleen Wilson-Thompson — while short interest sits at an elevated 63.1% of float. The upgrade signals a less negative view but offers no valuation catalyst; traders should treat it as a cautious neutral signal.

Impact Score

Consensus & Targets

Of 60 analysts covering Tesla, 29 rate it Buy (9 Strong Buy, 20 Buy), 23 Hold, and 8 Sell (7 Sell, 1 Strong Sell). That's 48% Buy, 38% Hold, 13% Sell — a moderately bullish consensus tilted toward the hold camp.

The mean price target is $419.94, median $460, high $600, low $123. At $406.43, Tesla trades 3.3% below the mean and 11.6% below the median. UBS's $352 target sits in the bottom quartile, below 90% of other analysts' targets.

Recent Analyst Activity

In the past 30 days, there has been 1 upgrade (this UBS call) and 0 downgrades. EPS revisions are mixed: the current quarter saw 2 upward revisions vs 1 downward in 30 days, while next fiscal year saw 0 upward and 3 downward revisions. Estimates are being revised slightly higher near-term but lower for the longer horizon.

Firm Track Record — UBS

UBS accuracy: 55% on 5084 calls | avg return: 4.6%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.

UBS has a 55% accuracy rate on 5,084 rated calls with an average return of 4.6%. This is below the top-tier firms covering Tesla: Jefferies (100% on 3 calls, avg return 53.8%), RBC Capital (93% on 14 calls, avg return 33.7%), and Piper Sandler (85% on 13 calls, avg return 32.7%). UBS's track record is average relative to the peer set.

Earnings Estimates

Next earnings: Jul 21, 2026

Cross-Platform Signals

Insider trades show selling: VP Vaibhav Taneja sold $1.35M on May 13, and director Kathleen Wilson-Thompson sold ~$1M combined in March and April. No congressional trades were recorded. Institutional activity is mixed — new positions from SC US (TTGP) ($20.6M) and Wolverine Asset Management ($27.9M) and a 34.9% add by Allstate ($108M), offset by trims from National Philanthropic Trust (-59.1%) and Artemis Investment Management (-51.1%). Short interest is elevated at 63.1% of float. The analyst upgrade diverges from insider selling and high short interest, reducing conviction in the bullish signal.

Documents Analyzed

Report based on filing metadata.

US Market Status