Fulcrum Wealth Advisors LLC Makes New $1.18 Million Investment in Tesla, Inc. $TSLA

Key Points

• Fulcrum Wealth Advisors LLC opened a new position in Tesla, buying 2,632 shares valued at about $1.18 million, equal to roughly 1.0% of its portfolio and its 26th-largest holding.
• Tesla beat quarterly EPS estimates with $0.41 per share and reported $22.39 billion in revenue (up 15.8% YoY); the stock trades around a $1.47 trillion market cap and carries a consensus analyst rating of "Hold" with a $398.42 target.
• Institutional ownership is significant (≈66.2%) with large managers like Vanguard, Holocene and Jennison increasing stakes, while insiders have sold about 80,213 shares (~$30.9M) in the past 90 days, indicating mixed sentiment among investors.

Fulcrum Wealth Advisors LLC acquired a new position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 2,632 shares of the electric vehicle producer's stock, valued at approximately $1,184,000. Tesla makes up 1.0% of Fulcrum Wealth Advisors LLC's portfolio, making the stock its 26th largest holding.

Several other hedge funds and other institutional investors have also modified their holdings of TSLA. Vanguard Group Inc. boosted its holdings in shares of Tesla by 2.6% in the 4th quarter. Vanguard Group Inc. now owns 258,925,024 shares of the electric vehicle producer's stock valued at $116,443,762,000 after buying an additional 6,538,720 shares during the period. Holocene Advisors LP boosted its stake in Tesla by 132.2% during the 3rd quarter. Holocene Advisors LP now owns 6,157,000 shares of the electric vehicle producer's stock valued at $2,738,141,000 after purchasing an additional 3,505,000 shares during the period. Jennison Associates LLC boosted its stake in Tesla by 38.3% during the 3rd quarter. Jennison Associates LLC now owns 10,909,666 shares of the electric vehicle producer's stock valued at $4,851,747,000 after purchasing an additional 3,021,550 shares during the period. Capital World Investors boosted its stake in Tesla by 5.8% during the 3rd quarter. Capital World Investors now owns 44,035,949 shares of the electric vehicle producer's stock valued at $19,583,547,000 after purchasing an additional 2,403,019 shares during the period. Finally, PFA Pension Forsikringsaktieselskab acquired a new position in Tesla during the 4th quarter valued at about $748,084,000. 66.20% of the stock is owned by institutional investors and hedge funds.

Tesla Stock Up 0.4%

TSLA stock opened at $392.38 on Tuesday. The company's 50 day simple moving average is $383.09 and its 200-day simple moving average is $419.10. Tesla, Inc. has a 52-week low of $271.00 and a 52-week high of $498.83. The firm has a market capitalization of $1.47 trillion, a P/E ratio of 359.98, a P/E/G ratio of 14.87 and a beta of 1.79. The company has a debt-to-equity ratio of 0.09, a current ratio of 2.04 and a quick ratio of 1.62.

Tesla (NASDAQ:TSLA - Get Free Report) last announced its quarterly earnings data 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 firm had revenue of $22.39 billion for the quarter, compared to the consensus estimate of $22.96 billion. During the same period in the previous year, the firm posted $0.27 earnings per share. The firm's revenue was up 15.8% on a year-over-year basis. As a group, equities research analysts anticipate that Tesla, Inc. will post 1.25 EPS for the current year.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. Needham & Company LLC reissued a "hold" rating on shares of Tesla in a research note on Thursday, April 23rd. Wedbush restated an "outperform" rating and set a $600.00 price target on shares of Tesla in a research report on Tuesday, April 21st. JPMorgan Chase & Co. restated a "sell" rating on shares of Tesla in a research report on Wednesday, April 22nd. China Renaissance dropped their price target on shares of Tesla from $382.00 to $372.00 and set a "hold" rating on the stock in a research report on Monday, April 27th. Finally, Stifel Nicolaus set a $508.00 price target on shares of Tesla in a research report on Thursday, January 29th. Nineteen analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and five have assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of "Hold" and a consensus target price of $398.42.

Insider Buying and Selling

In related news, CFO Vaibhav Taneja sold 2,264 shares of the business's stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $397.03, for a total transaction of $898,875.92. Following the transaction, the chief financial officer directly owned 18,106 shares of the company's stock, valued at approximately $7,188,625.18. The trade was a 11.11% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Kathleen Wilson-Thompson sold 26,409 shares of the business's stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $378.11, for a total transaction of $9,985,506.99. Following the transaction, the director directly owned 48,399 shares in the company, valued at $18,300,145.89. The trade was a 35.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 80,213 shares of company stock worth $30,851,105 over the last ninety days. 19.90% of the stock is currently owned by insiders.

Trending Headlines about Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla tops a new U.S. brand‑loyalty ranking, reinforcing customer stickiness that supports long‑term vehicle demand and aftermarket/service revenue. Tesla Brand Recovery? New Survey Shows EV Giant Top Rating For US Loyalty – Palihapitiya Says 'Once You Drive A Tesla…'
• Positive Sentiment: European registrations show a recovery in several markets (Sweden, France, Denmark, Netherlands), supporting revenue growth expectations outside the U.S. Tesla's European rebound continues in April despite decline in Norway and Spain
• Positive Sentiment: Tesla has expanded unsupervised Robotaxi service in Texas (Austin → Dallas & Houston) and increased its Cybercab/Robotaxi fleet — a tangible step toward the high‑margin mobility business investors prize. Elon Musk's Robotaxi Plans Take Shape With Dallas, Houston Rollout, But Tesla Is Still Far Behind Waymo
• Neutral Sentiment: MarketWatch/others flagged a “symbolic” self‑driving milestone — Tesla hit a numeric safety threshold Musk cited, but real‑world regulatory, mapping and edge‑case challenges remain; milestone supports narrative but not immediate revenue. Tesla just hit a ‘symbolic' self-driving milestone. Real-world success will be tougher.
• Neutral Sentiment: Tesla disclosed >$500M in revenue from deals with Musk‑linked companies (xAI, SpaceX) in an amended filing — this boosts near‑term revenue but raises governance/related‑party scrutiny that could weigh on multiple investor groups. Tesla’s xAI And SpaceX Deals Reshape Growth Story And Governance Questions
• Neutral Sentiment: Analysts and outlets (Barron's, Susquehanna) are highlighting option trades and volatility as an attractive way to play Tesla given uncertain timing for AI/robotics monetization — signals mixed short‑term flows rather than clear directional conviction. Tesla Stock Is an Attractive Options Play. Here's Why.
• Negative Sentiment: Spain saw a sharp 47.3% year‑over‑year drop in Tesla registrations for April, highlighting regional weakness that could pressure near‑term sales comps and investor sentiment. New Tesla sales in Spain fall 47.3% year-on-year in April
• Negative Sentiment: Coverage (Barron's) warns Tesla is burning significant cash to build its AI/robotics future, which raises near‑term margin and free‑cash‑flow concerns even as investors price long‑term optionality. Tesla Is Burning Billions to Build Its AI Future—and the Stock Is Feeling It
• Negative Sentiment: Some analysts remain skeptical on the robotaxi thesis versus Waymo’s lead; a Seeking Alpha piece argues Tesla's robotaxi upside is materially constrained, which can temper bullish valuation assumptions. Tesla's Robotaxi Opportunity Is Dead In Light Of Waymo's Dominance

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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