Lyell Wealth Management LP Buys 3,505 Shares of Tesla, Inc. $TSLA

Lyell Wealth Management LP grew its position in shares of Tesla, Inc. (NASDAQ:TSLA) by 26.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 16,828 shares of the electric vehicle producer’s stock after acquiring an additional 3,505 shares during the quarter. Lyell Wealth Management LP’s holdings in Tesla were worth $5,971,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. State Street Corp boosted its position in Tesla by 2.4% during the 2nd quarter. State Street Corp now owns 117,456,756 shares of the electric vehicle producer’s stock worth $49,402,312,000 after acquiring an additional 2,761,298 shares during the period. Legal & General Group Plc bought a new position in shares of Tesla during the 2nd quarter valued at about $8,535,612,000. Amundi boosted its holdings in Tesla by 14.0% during the first quarter. Amundi now owns 22,174,884 shares of the electric vehicle producer’s stock worth $8,243,513,000 after buying an additional 2,727,141 shares in the last quarter. Bank of New York Mellon Corp acquired a new position in shares of Tesla in the 2nd quarter worth $6,083,630,000. Finally, Bamco Inc. NY raised its holdings in Tesla by 5.0% during the 2nd quarter. Bamco Inc. NY now owns 12,524,752 shares of the electric vehicle producer’s stock worth $5,267,911,000 after buying an additional 591,243 shares during the period. 66.20% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. Citigroup reissued a “neutral” rating on shares of Tesla in a research report on Wednesday, October 21st. DZ Bank upgraded shares of Tesla from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 23rd. The Goldman Sachs Group reaffirmed a “neutral” rating on shares of Tesla in a research note on Thursday, October 22nd. Barclays raised shares of Tesla from an “outperform” rating to an “overweight” rating and raised their price objective for the stock from $370.00 to $450.00 in a research note on Monday, October 26th. Finally, UBS Group upgraded shares of Tesla from a “neutral” rating to a “buy” rating in a research report on Monday, October 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, seventeen have given a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat.com, Tesla has a consensus rating of “Moderate Buy” and a consensus price target of $414.51.

Tesla Stock Down 1.3%

TSLA stock opened at $398.50 on Wednesday. Tesla, Inc. has a 12-month low of $297.38 and a 12-month high of $498.83. The company has a quick ratio of 1.39, a current ratio of 1.74 and a debt-to-equity ratio of 0.09. The company has a market cap of $1.58 trillion, a price-to-earnings ratio of 437.92, a PEG ratio of 25.01 and a beta of 1.74. The company has a 50 day moving average of $371.42 and a two-hundred day moving average of $385.39.

Tesla (NASDAQ:TSLA) last posted its quarterly earnings results on Wednesday, October 21st. The electric vehicle producer reported $0.48 EPS for the quarter, beating the consensus estimate of $0.46 by $0.02. Tesla had a net margin of 3.11% and a return on equity of 3.03%. The business had revenue of $28.05 billion for the quarter, compared to analysts’ expectations of $28.06 billion. During the same period in the previous year, the company posted $0.50 EPS. Tesla’s revenue was down .2% on a year-over-year basis. On average, equities analysts anticipate that Tesla, Inc. will post 0.67 earnings per share for the current fiscal year.

Insider Transactions at Tesla

In other Tesla news, CFO Vaibhav Taneja sold 2,606 shares of the business’s stock in a transaction dated Tuesday, September 8th. The stock was sold at an average price of $360.13, for a total value of $938,498.78. Following the transaction, the chief financial officer owned 25,972 shares in the company, valued at $9,353,296.36. The trade was a 9.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders own 20.00% of the company’s stock.

Key Headlines Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: European registrations rebounded. October registrations rose sharply in several Northern European markets, including 248% year over year in Sweden and 131% in Norway, alongside gains in other European countries. The data may support hopes of a sales recovery. Tesla registrations surge across Northern Europe in October
• Positive Sentiment: Substantial electric-truck demand: a shipper alliance reportedly ordered 2,500 Tesla Semi trucks, a potentially meaningful commercial opportunity if deliveries and adoption follow through. Electric Trucking: Why 2,500 Tesla Semis Will Transform Freight
• Neutral Sentiment: Robotaxi expansion: Tesla’s service is set to reach Fort Worth, extending its footprint. The longer-term stock impact depends on customer uptake, operating economics and regulatory progress. Robotaxi Service Hits Fort Worth
• Negative Sentiment: China sales data were mixed, with a concerning sequential trend. China-made EV sales increased 10.3% year over year in October, but wholesale sales fell from September to their second-lowest level of 2026, raising concerns about demand and competition in a key market. Tesla’s China Wholesale Sales Sink Sequentially in October
• Negative Sentiment: South Korean consumer group alleges Tesla misled customers about its automated-driving technology. The claim could bring reputational or regulatory risk; it is an allegation, not a reported finding. Tesla misled South Korean customers, consumer group alleges

Tesla Profile

Tesla, Inc is an electric vehicle and clean energy company headquartered in Austin, Texas. Founded in 2003, the company designs, manufactures and sells electric vehicles, including the Model S, Model 3, Model X, Model Y and Cybertruck. Tesla also develops vehicle software, driver-assistance features and related services intended to support the operation and ownership of its vehicles.

Beyond automobiles, Tesla produces energy storage products for residential, commercial and utility-scale applications, including the Powerwall and Megapack.