FIDELIS iM LLC Buys Shares of 5,233 Tesla, Inc. $TSLA

Key Points

• FIDELIS iM LLC bought a new stake in Tesla of 5,233 shares (about $2.35 million), representing roughly 0.9% of its portfolio and the firm's 14th largest position.
• Tesla beat Q4 EPS estimates ($0.50 vs. $0.45) but revenue fell 3.1% year‑over‑year to $24.9 billion; the stock trades with a high valuation (market cap ~$1.37 trillion, P/E ~337).
• Major institutions (Vanguard, State Street, Capital World Investors) have been adding to TSLA while insiders sold about 53,804 shares in the last 90 days, and analysts' consensus rating is "Hold" with a $399.44 target.

FIDELIS iM LLC bought a new stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 5,233 shares of the electric vehicle producer's stock, valued at approximately $2,353,000. Tesla comprises approximately 0.9% of FIDELIS iM LLC's investment portfolio, making the stock its 14th biggest position.

A number of other hedge funds also recently made changes to their positions in the stock. Vanguard Group Inc. raised its position in shares of Tesla by 0.4% during the third quarter. Vanguard Group Inc. now owns 252,386,304 shares of the electric vehicle producer's stock worth $112,241,237,000 after acquiring an additional 995,623 shares during the last quarter. State Street Corp raised its position in shares of Tesla by 0.3% during the third quarter. State Street Corp now owns 113,762,849 shares of the electric vehicle producer's stock worth $50,592,614,000 after acquiring an additional 344,162 shares during the last quarter. Capital World Investors raised its position in shares of Tesla by 5.8% during the third quarter. Capital World Investors now owns 44,035,949 shares of the electric vehicle producer's stock worth $19,583,547,000 after acquiring an additional 2,403,019 shares during the last quarter. Jennison Associates LLC raised its position in shares of Tesla by 38.3% during the third quarter. Jennison Associates LLC now owns 10,909,666 shares of the electric vehicle producer's stock worth $4,851,747,000 after acquiring an additional 3,021,550 shares during the last quarter. Finally, Franklin Resources Inc. raised its position in shares of Tesla by 5.8% during the third quarter. Franklin Resources Inc. now owns 6,737,089 shares of the electric vehicle producer's stock worth $2,996,118,000 after acquiring an additional 368,493 shares during the last quarter. 66.20% of the stock is currently owned by institutional investors.

Tesla Trading Up 3.3%

NASDAQ TSLA opened at $364.10 on Wednesday. The business has a 50 day simple moving average of $390.37 and a 200 day simple moving average of $423.64. Tesla, Inc. has a one year low of $222.79 and a one year high of $498.83. The stock has a market capitalization of $1.37 trillion, a P/E ratio of 337.13, a P/E/G ratio of 10.96 and a beta of 1.91. The company has a debt-to-equity ratio of 0.08, a current ratio of 2.16 and a quick ratio of 1.77.

Tesla (NASDAQ:TSLA - Get Free Report) last released its earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 EPS for the quarter, topping the consensus estimate of $0.45 by $0.05. Tesla had a return on equity of 4.86% and a net margin of 4.00%.The business had revenue of $24.90 billion during the quarter, compared to analysts' expectations of $24.75 billion. During the same quarter last year, the firm posted $0.73 earnings per share. The firm's revenue was down 3.1% on a year-over-year basis. Research analysts expect that Tesla, Inc. will post 2.56 earnings per share for the current year.

Insider Activity at Tesla

In other Tesla news, CFO Vaibhav Taneja sold 2,264 shares of the firm'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 value of $898,875.92. Following the completion of the sale, the chief financial officer owned 18,106 shares of the company's stock, valued at approximately $7,188,625.18. This trade represents a 11.11% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Kathleen Wilson-Thompson sold 25,809 shares of the firm's stock in a transaction that occurred on Monday, March 30th. The shares were sold at an average price of $359.33, for a total value of $9,273,947.97. Following the completion of the sale, the director directly owned 33,860 shares of the company's stock, valued at $12,166,913.80. This trade represents a 43.25% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 53,804 shares of company stock valued at $20,865,598 in the last ninety days. 19.90% of the stock is currently owned by insiders.

Tesla News Summary

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: UBS upgraded TSLA to Neutral from Sell, arguing current shares better balance near‑term demand headwinds with the long‑term AI/robotics opportunity; the note helped lift the stock. Read More.
• Positive Sentiment: Dutch approval for Tesla’s supervised FSD and notification to the European Commission opens a clear path toward broader EU rollout — regulatory wins accelerate monetization and are a visible catalyst for autonomy optimism. Read More.
• Positive Sentiment: Reports say Tesla is exploring using its Shanghai Gigafactory to scale production of the Optimus robot — if true, leveraging China volume to lower unit costs would materially de‑risk the robotics/robotaxi story. Read More.
• Neutral Sentiment: Upcoming earnings (April 22) are a near‑term catalyst — expectations are mixed, so the report could swing sentiment either way depending on delivery trends and commentary on autonomy/Optimus. Read More.
• Neutral Sentiment: Product and marketing moves (e.g., limited‑edition Model S/X 'Signature' restrictions and other promotions) are generating headlines and short‑term demand/PR effects but are unlikely to change fundamentals alone. Read More.
• Negative Sentiment: Delivery shortfalls, weakening China demand and margin pressure remain material risks; some houses (e.g., JP Morgan scenarios cited) still model very large downside, keeping valuation risk high. Read More.
• Negative Sentiment: Even with upgrades, analysts warn of continued volatility — UBS itself and others note slow robo‑taxi/Optimus commercialization and execution risk, so expect bumpy trading around catalysts. Read More.

Analyst Upgrades and Downgrades

TSLA has been the subject of a number of analyst reports. Cantor Fitzgerald restated an "overweight" rating and set a $510.00 price objective on shares of Tesla in a research report on Thursday, January 29th. Robert W. Baird lowered their price objective on Tesla from $548.00 to $538.00 and set an "outperform" rating for the company in a research report on Thursday, April 2nd. Needham & Company LLC restated a "hold" rating on shares of Tesla in a research report on Thursday, January 29th. The Goldman Sachs Group restated a "neutral" rating on shares of Tesla in a research report on Friday, April 3rd. Finally, Truist Financial lowered their price objective on Tesla from $438.00 to $400.00 and set a "hold" rating for the company in a research report on Thursday, April 2nd. Nineteen analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and nine have issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Hold" and a consensus target price of $399.44.

About Tesla

Tesla, Inc NASDAQ: TSLA is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company's stated mission is to accelerate the world's transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.

Tesla's automotive business includes a lineup of battery‑electric vehicles and related services.

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