By: Quiver DiscussionTracker
Posted: 16 minutes ago / April 4, 2026 2:04 p.m. UTC
Robotaxi milestone: Social media erupted over Tesla’s first unsupervised Robotaxi ride, with participants praising its safety and comfort sans driver or wheel intervention. Users hailed it as superior transportation, sparking optimism on imminent real-world deployment. This demo has reignited conviction in Tesla’s autonomy lead.
Optimus evolution: Chatter centers on Optimus progressing to a human-like Gen 3 model, billed as the most advanced humanoid robot yet and primed for mass production. Enthusiasts see it unlocking vast robotics markets via Tesla’s autonomy tech. Bulls argue this positions Tesla beyond autos into transformative AI.
Price breakout talk: Despite recent Q1 delivery shortfalls pressuring shares around $360-380, traders anticipate a surge past $400 on AI catalysts. Long-term holders echo calls to retain stock for substantial upside, betting against near-term auto headwinds. Sentiment tilts toward future disruption over present challenges.
Note: This discussion summary was generated from an AI condensation of post data.
Tesla Insider Trading Activity
Tesla insiders have traded $TSLA stock on the open market 47 times in the past 6 months. Of those trades, 0 have been purchases and 47 have been sales.
Here’s a breakdown of recent trading of $TSLA stock by insiders over the last 6 months:
JAMES R MURDOCH has made 0 purchases and 22 sales selling 60,000 shares for an estimated $26,723,781.KIMBAL MUSK sold 56,820 shares for an estimated $25,606,501KATHLEEN WILSON-THOMPSON has made 0 purchases and 22 sales selling 51,540 shares for an estimated $19,966,701.VAIBHAV TANEJA (Chief Financial Officer) has made 0 purchases and 2 sales selling 4,901 shares for an estimated $2,069,712.
To track insider transactions, check out Quiver Quantitative’s insider trading dashboard.
Tesla Revenue
Tesla had revenues of $24.9B in Q4 2025. This is a decrease of -3.14% from the same period in the prior year.
You can track TSLA financials on Quiver Quantitative’s TSLA stock page.
Tesla Congressional Stock Trading
Members of Congress have traded $TSLA stock 7 times in the past 6 months. Of those trades, 5 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $TSLA stock by members of Congress over the last 6 months:
To track congressional stock trading, check out Quiver Quantitative’s congressional trading dashboard.
Tesla Hedge Fund Activity
We have seen 2,039 institutional investors add shares of Tesla stock to their portfolio, and 1,525 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 58,985,149 shares (-74.5%) from their portfolio in Q4 2025, for an estimated $26,526,801,208CORIENT PRIVATE WEALTH LLC added 20,810,386 shares (+3205.5%) to their portfolio in Q4 2025, for an estimated $9,358,846,791CARDANO RISK MANAGEMENT B.V. added 7,367,507 shares (+882.8%) to their portfolio in Q4 2025, for an estimated $3,313,315,248VANGUARD GROUP INC added 6,538,720 shares (+2.6%) to their portfolio in Q4 2025, for an estimated $2,940,593,158NOMURA HOLDINGS INC removed 4,931,590 shares (-80.3%) from their portfolio in Q4 2025, for an estimated $2,217,834,654FMR LLC added 3,393,342 shares (+9.4%) to their portfolio in Q4 2025, for an estimated $1,526,053,764CITIGROUP INC removed 3,079,041 shares (-32.2%) from their portfolio in Q4 2025, for an estimated $1,384,706,318
To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard.
Tesla Analyst Ratings
Wall Street analysts have issued reports on $TSLA in the last several months. We have seen 8 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
GLJ Research issued a “Sell” rating on 03/12/2026Tigress Financial issued a “Buy” rating on 02/12/2026Wells Fargo issued a “Underweight” rating on 01/12/2026Baird issued a “Outperform” rating on 12/30/2025Deutsche Bank issued a “Buy” rating on 12/19/2025Wedbush issued a “Outperform” rating on 12/15/2025Mizuho issued a “Outperform” rating on 11/25/2025
To track analyst ratings and price targets for Tesla, check out Quiver Quantitative’s $TSLA forecast page.
Tesla Price Targets
Multiple analysts have issued price targets for $TSLA recently. We have seen 23 analysts offer price targets for $TSLA in the last 6 months, with a median target of $471.0.
Here are some recent targets:
George Gianarikas from Canaccord Genuity set a target price of $420.0 on 03/31/2026 Gordon Johnson from GLJ Research set a target price of $24.86 on 03/30/2026 Dan Ives from Wedbush set a target price of $600.0 on 03/27/2026 Ivan Feinseth from Tigress Financial set a target price of $550.0 on 02/12/2026 William Stein from Truist Securities set a target price of $438.0 on 01/29/2026 Colin Langan from Wells Fargo set a target price of $125.0 on 01/29/2026 Andres Sheppard from Cantor Fitzgerald set a target price of $510.0 on 01/29/2026
This article is not financial advice. See Quiver Quantitative’s disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
