von Borstel & Associates Inc. Increases Position in Tesla, Inc. $TSLA

von Borstel & Associates Inc. lifted its stake in Tesla, Inc. (NASDAQ:TSLA) by 98.8% in the 3rd quarter, Holdings Channel reports. The firm owned 3,027 shares of the electric vehicle producer’s stock after purchasing an additional 1,504 shares during the quarter. von Borstel & Associates Inc.’s holdings in Tesla were worth $1,347,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its position in shares of Tesla by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 252,386,304 shares of the electric vehicle producer’s stock valued at $112,241,237,000 after acquiring an additional 995,623 shares during the period. Capital World Investors grew its holdings in shares of Tesla by 5.8% in the 3rd 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 period. Norges Bank purchased a new position in Tesla in the 2nd quarter valued at approximately $11,839,824,000. Legal & General Group Plc raised its holdings in Tesla by 5.9% during the second quarter. Legal & General Group Plc now owns 20,225,098 shares of the electric vehicle producer’s stock worth $6,424,705,000 after purchasing an additional 1,134,678 shares during the last quarter. Finally, Amundi boosted its position in Tesla by 20.4% during the second quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer’s stock worth $6,374,284,000 after purchasing an additional 3,422,270 shares in the last quarter. 66.20% of the stock is currently owned by institutional investors and hedge funds.

Tesla Trading Down 1.0%

Shares of TSLA stock opened at $391.20 on Friday. Tesla, Inc. has a twelve month low of $214.25 and a twelve month high of $498.83. The company has a market capitalization of $1.47 trillion, a price-to-earnings ratio of 362.22, a PEG ratio of 11.68 and a beta of 1.89. The firm has a 50-day moving average price of $419.98 and a 200 day moving average price of $424.97. The company has a current ratio of 2.16, a quick ratio of 1.77 and a debt-to-equity ratio of 0.08.

Tesla (NASDAQ:TSLA) last issued its quarterly earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 EPS for the quarter, topping analysts’ consensus estimates of $0.45 by $0.05. The business had revenue of $24.90 billion during the quarter, compared to the consensus estimate of $24.75 billion. Tesla had a net margin of 4.00% and a return on equity of 4.86%. The company’s quarterly revenue was down 3.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.73 earnings per share. Research analysts forecast that Tesla, Inc. will post 2.56 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on TSLA shares. TD Cowen upped their target price on Tesla from $509.00 to $519.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Tigress Financial assumed coverage on shares of Tesla in a research report on Thursday, February 12th. They issued a “buy” rating and a $550.00 price objective on the stock. New Street Research raised their target price on shares of Tesla from $520.00 to $600.00 and gave the company a “buy” rating in a report on Tuesday, January 6th. Piper Sandler reaffirmed an “overweight” rating on shares of Tesla in a report on Thursday, January 29th. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of Tesla in a research report on Tuesday, January 27th. Nineteen equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and nine have issued a Sell rating to the company’s stock. According to data from MarketBeat, Tesla currently has a consensus rating of “Hold” and a consensus price target of $406.84.

Tesla News Roundup

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: China-made EV deliveries jumped sharply, signaling a possible demand rebound in Tesla’s largest growth market — a near-term tailwind for revenue and utilization at Giga Shanghai. Tesla’s China-Made EV Sales Just Nearly Doubled
• Positive Sentiment: The UK regulator granted Tesla Energy Ventures a licence to sell electricity to households and businesses in Great Britain — expanding a recurring‑revenue energy business that diversifies Tesla beyond vehicle sales. Tesla’s energy business wins approval to supply electricity in UK
• Positive Sentiment: FTC approval allows Tesla to convert its xAI investment into a small stake in SpaceX — a potential way to capture upside from a future SpaceX IPO and recycle capital toward core Tesla initiatives. Tesla Approved To Convert xAI Stakes Into SpaceX
• Neutral Sentiment: Elon Musk’s Macrohard AI initiative and Tesla’s increasing software focus could unlock high-margin services (robotaxi/agent revenue) but are unproven at scale and are already commanding more investor attention than monthly delivery data. Tesla Turns into A ‘Software-Killer’ With Macrohard
• Neutral Sentiment: Management says Optimus 3 will be released on an annual design cadence; robotics/Optimus progress is a medium‑term upside but execution timelines remain a major source of uncertainty. This Is Elon Musk’s Latest Optimus 3 Production Timeline
• Negative Sentiment: Rivian’s R2 launch and mass-market push create renewed competitive pressure in the midsize SUV segment — a near-term risk to Tesla’s Model Y pricing and volume if Rivian executes on a lower‑priced, high‑volume ramp. Rivian Is About to Challenge Tesla Where It Hurts Most
• Negative Sentiment: Analyst and safety concerns: third‑party FSD metrics and at least one firm’s negative coverage highlight deteriorating disengagement/safety data — a material regulatory and litigation risk that can depress multiples and slow robotaxi commercialization. Tesla’s FSD Safety Metrics ‘Sharply Deteriorating,’ Says Analyst
• Negative Sentiment: xAI leadership churn and reported layoffs raise governance and execution questions around Tesla’s broader AI strategy — investors may penalize near-term stock performance until the AI/robotics roadmap shows consistent progress. Musk ousts more xAI founders as AI coding effort falters, FT reports

Insiders Place Their Bets

In other news, CFO Vaibhav Taneja sold 2,264 shares of the firm’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $397.03, for a total transaction of $898,875.92. Following the sale, the chief financial officer owned 18,106 shares in the company, valued at $7,188,625.18. This trade represents a 11.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Kathleen Wilson-Thompson sold 25,731 shares of Tesla stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $415.56, for a total value of $10,692,774.36. Following the completion of the sale, the director directly owned 19,669 shares of the company’s stock, valued at approximately $8,173,649.64. This represents a 56.68% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 87,995 shares of company stock valued at $38,315,650. Company insiders own 19.90% of the company’s stock.

Tesla Company Profile

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.