MW Advisory LLC Buys New Holdings in Tesla, Inc. $TSLA

Key Points

• MW Advisory LLC acquired 4,223 Tesla shares worth approximately $1.776 million during the second quarter, making TSLA 0.7% of its portfolio. Institutional investors collectively own 66.2% of Tesla.
• Analyst sentiment remains mixed, with a consensus “Hold” rating and average price target of $414.68. Tesla recently missed quarterly EPS estimates despite reporting $28.24 billion in revenue, up 25.5% year over year.
• Tesla’s growth outlook is supported by its planned European Semi truck deliveries beginning in 2027, but risks include declining China sales, pressure on margins, regulatory scrutiny of autonomous driving and a highly elevated valuation.

MW Advisory LLC acquired a new stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 4,223 shares of the electric vehicle producer's stock, valued at approximately $1,776,000. Tesla makes up 0.7% of MW Advisory LLC's investment portfolio, making the stock its 25th biggest position.

Several other institutional investors have also modified their holdings of TSLA. Bamco Inc. NY raised its holdings in Tesla by 5.0% during the second quarter. Bamco Inc. NY now owns 12,524,752 shares of the electric vehicle producer's stock worth $5,267,911,000 after purchasing an additional 591,243 shares in the last quarter. Wealthquest Corp acquired a new position in shares of Tesla in the 4th quarter valued at $1,035,000. Private Capital Advisors Inc. boosted its holdings in shares of Tesla by 139.3% in the 4th quarter. Private Capital Advisors Inc. now owns 21,331 shares of the electric vehicle producer's stock valued at $9,593,000 after buying an additional 12,417 shares in the last quarter. Knights of Columbus Asset Advisors LLC grew its position in shares of Tesla by 34.8% in the 4th quarter. Knights of Columbus Asset Advisors LLC now owns 64,481 shares of the electric vehicle producer's stock valued at $28,998,000 after buying an additional 16,652 shares during the last quarter. Finally, Canada Post Corp Registered Pension Plan raised its stake in Tesla by 26.6% during the 4th quarter. Canada Post Corp Registered Pension Plan now owns 70,955 shares of the electric vehicle producer's stock worth $31,910,000 after acquiring an additional 14,900 shares in the last quarter. 66.20% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, CFO Vaibhav Taneja sold 2,606 shares of the stock in a transaction on Tuesday, September 8th. The stock was sold at an average price of $360.13, for a total transaction of $938,498.78. Following the sale, the chief financial officer owned 25,972 shares of the company's stock, valued at $9,353,296.36. This trade represents a 9.12% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 19.90% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

TSLA has been the subject of a number of research reports. Glj Research reissued a "sell" rating on shares of Tesla in a research report on Friday, September 4th. Deutsche Bank Aktiengesellschaft set a $420.00 target price on Tesla in a research report on Monday, July 27th. Barclays upped their target price on Tesla from $360.00 to $370.00 and gave the company an "equal weight" rating in a research report on Tuesday, July 14th. BNP Paribas Exane downgraded Tesla from a "hold" rating to an "underperform" rating in a research note on Friday, June 5th. Finally, Piper Sandler cut their price target on Tesla from $500.00 to $450.00 and set an "overweight" rating on the stock in a research report on Friday, July 24th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, eighteen have issued a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus target price of $414.68.

Key Stories Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla confirmed that its long-delayed Semi electric truck will enter Europe, with customer deliveries expected to begin in 2027. Morgan Stanley argues that high diesel prices could improve the economics of electric heavy-duty trucks and create a large new market for Tesla. Tesla eyes European freight market with long-delayed Semi truck
• Positive Sentiment: The Semi announcement strengthens Tesla’s longer-term growth narrative beyond passenger vehicles. Investors are also focused on possible future catalysts from robotaxis, Full Self-Driving software and Optimus robotics, although these businesses have yet to demonstrate large-scale profitability. How Tesla could transform trucking
• Neutral Sentiment: Tesla’s Cybercab pilot in Austin and recent Optimus demonstrations are sustaining investor interest in artificial intelligence and autonomous services. However, analysts and investors continue to debate whether Tesla can scale robotaxis profitably and compete with Waymo. Tesla opinions on Optimus and robotaxi innovations
• Negative Sentiment: China remains a significant pressure point. Tesla’s August sales reportedly fell about 26% year over year despite the launch of the Model Y Performance, marking another monthly decline amid intense competition from BYD and other domestic manufacturers. Tesla launches Model Y Performance in China
• Negative Sentiment: House lawmakers are seeking federal action after videos appeared to show drivers asleep while using Autopilot or Full Self-Driving. Additional scrutiny could slow autonomous-service expansion and increase legal, regulatory and reputational risks. House Democrat urges US action over sleeping Tesla drivers
• Negative Sentiment: Investors remain concerned about Tesla’s valuation and profitability: operating margins have reportedly fallen to 1.4%, free cash flow turned negative, and China discounts could support deliveries while further reducing margins. The stock’s premium valuation leaves limited room for execution disappointments.
• Neutral Sentiment: CFO Vaibhav Taneja sold shares to cover tax withholding on vested equity awards. While the transaction may attract attention, it was not described as a discretionary investment sale and therefore provides limited insight into management’s outlook. Vaibhav Taneja sells Tesla shares

Tesla Price Performance

TSLA stock opened at $365.44 on Monday. The company has a current ratio of 1.94, a quick ratio of 1.55 and a debt-to-equity ratio of 0.09. The company's 50-day moving average price is $353.71 and its 200 day moving average price is $381.26. Tesla, Inc. has a 52 week low of $297.38 and a 52 week high of $498.83. The company has a market cap of $1.44 trillion, a P/E ratio of 338.37, a P/E/G ratio of 18.45 and a beta of 1.84.

Tesla (NASDAQ:TSLA - Get Free Report) last released its quarterly earnings results on Thursday, July 23rd. The electric vehicle producer reported $0.33 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.50 by ($0.17). The firm had revenue of $28.24 billion for the quarter, compared to analyst estimates of $26.42 billion. Tesla had a return on equity of 3.82% and a net margin of 3.67%.The company's quarterly revenue was up 25.5% compared to the same quarter last year. During the same period last year, the firm earned $0.33 EPS. On average, research analysts expect that Tesla, Inc. will post 0.88 earnings per share for the current fiscal year.

Tesla Profile

Tesla, Inc is an American technology and automotive company that designs, develops, manufactures and sells electric vehicles and related energy products. Its vehicle lineup has included the Model S, Model 3, Model X, Model Y and Cybertruck, along with commercial and specialty products such as the Tesla Semi.

The company also develops energy-generation and storage products, including solar panels, solar roofing systems and battery storage solutions for residential, commercial and utility customers.

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