William Blair Issues Positive Outlook for Tesla Earnings

Key Points

• William Blair raised its Q3 2025 earnings estimate for Tesla to $0.35 per share, up from $0.34, while maintaining a "Market Perform" rating on the stock.
• Multiple firms provided varied ratings on Tesla, with Deutsche Bank increasing its price target to $435.00, while Guggenheim issued a "sell" rating with a target of $175.00.
• Recent insider activity included CFO Vaibhav Taneja selling 2,606 shares, and Director James R. Murdoch selling 60,000 shares, reflecting significant profit-taking by company executives.

Tesla, Inc. (NASDAQ:TSLA - Free Report) - Equities researchers at William Blair raised their Q3 2025 earnings estimates for Tesla in a report released on Wednesday, October 1st. William Blair analyst J. Dorsheimer now expects that the electric vehicle producer will post earnings per share of $0.35 for the quarter, up from their previous forecast of $0.34. William Blair has a "Market Perform" rating on the stock. The consensus estimate for Tesla's current full-year earnings is $2.56 per share.

Several other research firms have also commented on TSLA. Morgan Stanley reaffirmed an "overweight" rating and set a $410.00 price target on shares of Tesla in a report on Friday, September 5th. Deutsche Bank Aktiengesellschaft lifted their price target on Tesla from $345.00 to $435.00 and gave the company a "buy" rating in a report on Friday, September 26th. Guggenheim reaffirmed a "sell" rating and issued a $175.00 price objective on shares of Tesla in a report on Wednesday, July 23rd. HSBC upped their price objective on shares of Tesla from $120.00 to $127.00 in a report on Monday. Finally, Mizuho upped their price objective on shares of Tesla from $375.00 to $450.00 and gave the stock an "outperform" rating in a report on Tuesday, September 23rd. Two analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, twelve have given a Hold rating and nine have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus target price of $337.15.

Tesla Stock Performance

Tesla stock opened at $459.46 on Thursday. The company has a market cap of $1.53 trillion, a PE ratio of 265.58, a P/E/G ratio of 15.46 and a beta of 2.08. The company has a fifty day moving average price of $359.13 and a two-hundred day moving average price of $318.62. The company has a debt-to-equity ratio of 0.07, a current ratio of 2.04 and a quick ratio of 1.55. Tesla has a 12 month low of $212.11 and a 12 month high of $488.54.

Tesla (NASDAQ:TSLA - Get Free Report) last released its quarterly earnings results on Wednesday, July 23rd. The electric vehicle producer reported $0.40 earnings per share for the quarter, missing analysts' consensus estimates of $0.43 by ($0.03). Tesla had a return on equity of 7.98% and a net margin of 6.54%.The company had revenue of $22.50 billion for the quarter, compared to analyst estimates of $23.18 billion. During the same period in the previous year, the business posted $0.52 EPS. The firm's quarterly revenue was down 11.8% compared to the same quarter last year.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. Cherry Tree Wealth Management LLC raised its stake in shares of Tesla by 86.3% in the first quarter. Cherry Tree Wealth Management LLC now owns 95 shares of the electric vehicle producer's stock valued at $25,000 after purchasing an additional 44 shares in the last quarter. First PREMIER Bank raised its stake in shares of Tesla by 79.2% in the first quarter. First PREMIER Bank now owns 95 shares of the electric vehicle producer's stock valued at $25,000 after purchasing an additional 42 shares in the last quarter. Chapman Financial Group LLC acquired a new position in shares of Tesla in the second quarter valued at $26,000. Newton One Investments LLC raised its stake in shares of Tesla by 250.0% in the first quarter. Newton One Investments LLC now owns 105 shares of the electric vehicle producer's stock valued at $27,000 after purchasing an additional 75 shares in the last quarter. Finally, Arcadia Investment Management Corp MI acquired a new position in shares of Tesla in the first quarter valued at $27,000. 66.20% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Tesla

In other Tesla news, CFO Vaibhav Taneja sold 2,606 shares of the company's stock in a transaction that occurred on Monday, September 8th. The stock was sold at an average price of $352.38, for a total transaction of $918,302.28. Following the completion of the sale, the chief financial officer owned 9,856 shares of the company's stock, valued at $3,473,057.28. This represents a 20.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director James R. Murdoch sold 60,000 shares of the company's stock in a transaction that occurred on Monday, September 15th. The stock was sold at an average price of $422.68, for a total value of $25,360,800.00. Following the sale, the director directly owned 637,031 shares of the company's stock, valued at $269,260,263.08. The trade was a 8.61% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 208,606 shares of company stock valued at $77,360,462. 19.90% of the stock is owned by corporate insiders.

Tesla Company Profile

Tesla, Inc designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally. The company operates in two segments, Automotive, and Energy Generation and Storage. The Automotive segment offers electric vehicles, as well as sells automotive regulatory credits; and non-warranty after-sales vehicle, used vehicles, body shop and parts, supercharging, retail merchandise, and vehicle insurance services.

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