What is Zacks Research’s Estimate for Tesla FY2026 Earnings?

Tesla, Inc. (NASDAQ:TSLA) – Research analysts at Zacks Research upped their FY2026 earnings per share (EPS) estimates for shares of Tesla in a research note issued on Wednesday, July 8th. Zacks Research analyst Team now forecasts that the electric vehicle producer will earn $0.81 per share for the year, up from their prior forecast of $0.72. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Tesla’s current full-year earnings is $1.29 per share. Zacks Research also issued estimates for Tesla’s Q4 2026 earnings at $0.27 EPS, Q2 2027 earnings at $0.01 EPS, Q3 2027 earnings at $0.15 EPS, FY2027 earnings at $0.40 EPS, Q1 2028 earnings at $0.08 EPS, Q2 2028 earnings at ($0.07) EPS and FY2028 earnings at $0.01 EPS.

TSLA has been the topic of several other research reports. Tigress Financial started coverage on shares of Tesla in a research report on Monday, April 27th. They issued a “buy” rating on the stock. Mizuho lowered their target price on shares of Tesla from $540.00 to $480.00 and set an “outperform” rating on the stock in a report on Thursday, April 23rd. Barclays reaffirmed a “neutral” rating on shares of Tesla in a report on Wednesday, May 13th. UBS Group boosted their price objective on Tesla from $364.00 to $442.00 and gave the company a “neutral” rating in a research note on Thursday. Finally, DZ Bank raised Tesla from a “sell” rating to a “hold” rating and set a $385.00 price objective on the stock in a report on Friday, April 24th. Twenty-one analysts have rated the stock with a Buy rating, twenty-one have given a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, Tesla presently has a consensus rating of “Hold” and a consensus price target of $406.87.

Tesla Price Performance

Shares of NASDAQ:TSLA opened at $406.55 on Friday. The firm has a market capitalization of $1.53 trillion, a PE ratio of 372.98, a P/E/G ratio of 14.50 and a beta of 1.80. The company has a quick ratio of 1.62, a current ratio of 2.04 and a debt-to-equity ratio of 0.09. The company has a 50-day moving average price of $409.76 and a two-hundred day moving average price of $409.24. Tesla has a twelve month low of $297.82 and a twelve month high of $498.83.

Tesla (NASDAQ:TSLA) last announced its quarterly earnings data on Thursday, April 23rd. The electric vehicle producer reported $0.41 earnings per share for the quarter, topping the consensus estimate of $0.39 by $0.02. Tesla had a return on equity of 4.89% and a net margin of 3.95%.The company had revenue of $22.39 billion during the quarter, compared to analyst estimates of $22.96 billion. During the same quarter last year, the firm posted $0.27 EPS. The firm’s revenue for the quarter was up 15.8% on a year-over-year basis.

Insider Activity

In other Tesla news, Director Kathleen Wilson-Thompson sold 26,409 shares of the company’s stock in a transaction dated Thursday, April 30th. The stock was sold at an average price of $378.11, for a total value of $9,985,506.99. Following the transaction, the director directly owned 48,399 shares in the company, valued at $18,300,145.89. This represents a 35.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Vaibhav Taneja sold 3,000 shares of the business’s stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $450.00, for a total value of $1,350,000.00. Following the transaction, the chief financial officer directly owned 18,106 shares of the company’s stock, valued at $8,147,700. The trade was a 14.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders have sold 32,015 shares of company stock valued at $12,383,640. 19.90% of the stock is owned by company insiders.

Institutional Investors Weigh In On Tesla

Several hedge funds have recently added to or reduced their stakes in the company. Crestwood Advisors Group LLC boosted its stake in shares of Tesla by 34.7% during the 4th quarter. Crestwood Advisors Group LLC now owns 19,567 shares of the electric vehicle producer’s stock valued at $8,799,000 after purchasing an additional 5,039 shares in the last quarter. Calamos Wealth Management LLC lifted its holdings in Tesla by 5.9% in the fourth quarter. Calamos Wealth Management LLC now owns 41,907 shares of the electric vehicle producer’s stock worth $18,846,000 after buying an additional 2,341 shares during the period. Private Capital Advisors Inc. boosted its position in Tesla by 139.3% during 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 acquiring an additional 12,417 shares in the last quarter. Wealthquest Corp bought a new stake in Tesla during the 4th quarter valued at approximately $1,035,000. Finally, Knights of Columbus Asset Advisors LLC grew its stake in Tesla by 34.8% in the fourth quarter. Knights of Columbus Asset Advisors LLC now owns 64,481 shares of the electric vehicle producer’s stock worth $28,998,000 after purchasing an additional 16,652 shares during the period. Institutional investors own 66.20% of the company’s stock.

Tesla News Summary

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: UBS raised its price target on Tesla to $442 from $364, indicating continued confidence in the company’s upside despite keeping a neutral rating. Tesla (NASDAQ:TSLA) Given New $442.00 Price Target at UBS Group
• Positive Sentiment: RBC Capital lifted its target to $500 and kept an Outperform rating, suggesting analysts still see meaningful value in Tesla’s AI and autonomy story. RBC Capital Raises its Price Target on Tesla (TSLA)
• Positive Sentiment: Tesla’s Q2 vehicle deliveries beat expectations, and the company also launched driverless Robotaxi operations in Miami, reinforcing the narrative that Tesla is evolving beyond EVs into autonomy and AI. Did Tesla’s Miami Robotaxi Launch and Q2 Numbers Just Shift TSLA’s Autonomy‑First Narrative?
• Positive Sentiment: Tesla’s Model Y reclaimed China’s best-selling vehicle title in June, a sign of continued global demand for one of its key products. Tesla Model Y Reclaims China’s Best-Selling Vehicle Title in June
• Positive Sentiment: Tesla also reported more than $9 billion in new Megapack orders, underscoring momentum in its energy-storage business. Tesla (TSLA) Lands $9 Billion In Megapack Orders And Expands Home Energy Push

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.