TSLAConsumer Cyclical · Auto ManufacturersThe 46 Wall Street analysts covering Tesla, Inc. hold a median 12-month price target of $410 — +8.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 30 of 100 as at 2 Sept 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Tesla, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (70): The business earns solid, repeatable profits on what it owns.
Issuance (22): The company has been issuing shares or taking on financing, diluting existing holders.
Size (0): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on TSLA, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +8.9% from it.
Of the 20 most recent actions, 0 moved their price target up and 7 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 18 Aug 2026 | GLJ Research | Reiterates | Sell | $25 |
| 3 Aug 2026 | Stifel | Maintains | Buy | $508 → $491 |
| 3 Aug 2026 | Stifel | Maintains | Buy | — |
| 24 July 2026 | Piper Sandler | Maintains | Overweight | $500 → $450 |
| 24 July 2026 | Piper Sandler | Maintains | Overweight | — |
| 23 July 2026 | Canaccord Genuity | Maintains | Buy | — |
| 23 July 2026 | Canaccord Genuity | Maintains | Buy | $450 → $410 |
| 23 July 2026 | Cantor Fitzgerald | Maintains | Overweight | — |
| 23 July 2026 | Cantor Fitzgerald | Maintains | Overweight | $510 → $485 |
| 23 July 2026 | JP Morgan | Maintains | Neutral | — |
| 23 July 2026 | JP Morgan | Maintains | Neutral | $475 → $445 |
| 23 July 2026 | Mizuho | Maintains | Outperform | — |
| 23 July 2026 | Mizuho | Maintains | Outperform | $480 → $450 |
| 23 July 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 23 July 2026 | Morgan Stanley | Maintains | Equal-Weight | $417 → $400 |
| 23 July 2026 | Needham | Reiterates | Hold | — |
| 23 July 2026 | Needham | Reiterates | Hold | — |
| 23 July 2026 | RBC Capital | Reiterates | Outperform | — |
| 23 July 2026 | RBC Capital | Reiterates | Outperform | $500 |
| 23 July 2026 | Roth Capital | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. TSLA appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 3 Sept 2026, Tesla, Inc. returned +12.7% against +21.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 2% of US stocks
Cheaper than 12% of US stocks
Cheaper than 6% of US stocks
Cheaper than 2% of US stocks
Higher than 75% of US stocks
Higher than 30% of US stocks
Higher than 17% of US stocks
Higher than 48% of US stocks
Higher than 57% of US stocks
Higher than 53% of US stocks
Higher than 58% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Tesla, Inc. has a market value of $1.4T and an enterprise value of $1.4T.
Revenue in the twelve months to 30 June 2026: $103.6B. The latest quarter grew 25.5% year on year.
Net income over the same four quarters: $3.9B, a 3.7% net margin.
Diluted earnings per share, trailing twelve months: $1.08.
Free cash flow in the twelve months to 30 June 2026: $5.8B, after $12.9B of capital spending.
Trailing P/E: 332.8×; forward P/E: 165.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Tesla, Inc. employs 134,785 people — $769K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| TSLATesla, Inc. | $1.4T | 30 |
| GMGeneral Motors Co. | $74.5B | 78 |
| FFord Motor Co. | $56.3B | 65 |
| AMZNAmazon.com, Inc.* | $2.7T | 49 |
| RIVNRivian Automotive, Inc. | $22.6B | 27 |
| HDThe Home Depot, Inc.* | $317.1B | 39 |
| MCDMcDonald's Corp.* | $184.7B | 63 |
* Nearest Consumer Cyclical names by size — few auto manufacturers companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Tesla, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
U.S. auto safety agency NHTSA said it is evaluating Tesla's rollout of Cybercab robotaxis, as the company began offering rides in limited areas of Austin, Texas.
Why it matters — A TSLA watcher would care because regulatory scrutiny of Tesla's robotaxi rollout could influence the pace and approval of its autonomous ride-hailing expansion.
Tesla's driverless Cybercab robotaxis have begun operating on streets in Austin, Texas, expanding the company's autonomous-vehicle service. The move reflects CEO Elon Musk's push to transform Tesla from an EV maker into an autonomous-vehicle company.
Why it matters — The Austin launch marks a concrete step in Tesla's robotaxi expansion, offering a signal for investors tracking the company's progress in autonomous driving.
Tesla has officially launched its Cybercab robotaxi, a move that showcases the company's competitive advantages in the emerging robotaxi market, which could be a large global opportunity.
Why it matters — The official launch of Tesla's Cybercab marks a significant step into the robotaxi segment, which could broaden the company's revenue streams beyond its core vehicle sales.
Elon Musk made two statements this week: one claiming robots will outproduce all humans, and another promising 30,000 jobs in Austin. The remarks sit awkwardly alongside each other, per the article.
Why it matters — A TSLA watcher would care because the juxtaposition of automation and job-creation claims raises questions about Tesla's workforce and production narrative.
Tesla, led by Elon Musk, launched its steering-wheel-free Cybercab, a vehicle with no steering wheel and no pedals, as teased on X before the launch. The offering is positioned as a bet that riders will not have "no control" fears about the autonomous vehicle.
Why it matters — A TSLA watcher would care because this launch signals Tesla's push into fully autonomous, driverless vehicles, a key focus area for the company's future product lineup.
The 46 Wall Street analysts covering Tesla, Inc. have a median 12-month price target of $410, with estimates ranging from $125 to $600. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 46 analysts covering Tesla, Inc., 22 rate it a Buy, 19 a Hold and 5 a Sell. Ticker Nerd's systematic factor model ranks Tesla, Inc. 30 out of 100 across roughly 4,600 US stocks as at 2 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 2 Sept 2026, Tesla, Inc. ranks 30 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (70 of 100).
No one can know that. What the data says: the median 12-month target from 46 analysts implies +8.9% from the last close, and Ticker Nerd's factor model ranks Tesla, Inc. 30 out of 100 as at 2 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Tesla, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TSLA are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $125 to $600 over the next 12 months.
Tesla, Inc. returned +12.7% over the 12 months to 3 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Tesla, Inc. is an American technology and automotive company focused on electric vehicles, battery energy storage, and related software and services.
The most recent item we track (Reuters, 4 Sept 2026): "US auto safety regulator says evaluating Tesla's Cybercab rollout". U.S. auto safety agency NHTSA said it is evaluating Tesla's rollout of Cybercab robotaxis, as the company began offering rides in limited areas of Austin, Texas.
Tesla, Inc. is an American technology and automotive company focused on electric vehicles, battery energy storage, and related software and services. Tesla designs and produces a broad range of passenger vehicles, including sedans and SUVs, while also supplying energy storage products for homes, businesses, and utility-scale projects. The company’s business also includes charging infrastructure, vehicle software, connected services, and service support, which together create an integrated mobility and energy ecosystem. Tesla plays a significant role in the global transition toward electrification by serving consumers, commercial fleets, and energy customers across multiple markets. Headquartered in Austin, Texas, Tesla, Inc. is widely recognized for combining automotive manufacturing with energy and software capabilities in a single platform.
CEO Mr. Elon R. Musk · 134,785 employees · United States · https://www.tesla.com
