By: Quiver DiscussionTracker
Posted: 22 minutes ago / Dec. 12, 2025 2:07 p.m. UTC
Sales Decline Sparks Concern: Recent discussions on social media about Tesla have centered on a significant drop in U.S. sales for November, hitting a near four-year low. Many users express worry over the figures, despite the rollout of cheaper electric vehicle models. This has led to debates about the company’s growth trajectory.
FSD and Future Catalysts: On a brighter note, there’s buzz around Tesla’s Full Self-Driving technology, with some users optimistic about a potential breakthrough in unsupervised autonomy. Others highlight upcoming catalysts like new affordable models and factory completions as reasons for hope in 2026. The mix of skepticism and excitement keeps the conversation lively.
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 38 times in the past 6 months. Of those trades, 25 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $TSLA stock by insiders over the last 6 months:
ELON MUSK (CEO) has made 25 purchases buying 2,568,732 shares for an estimated $999,959,042 and 0 sales.JAMES R MURDOCH has made 0 purchases and 2 sales selling 180,000 shares for an estimated $67,395,120.KIMBAL MUSK sold 56,820 shares for an estimated $25,606,501XIAOTONG ZHU (SVP, APAC and) sold 20,000 shares for an estimated $7,275,100VAIBHAV TANEJA (Chief Financial Officer) has made 0 purchases and 9 sales selling 11,242 shares for an estimated $3,860,316.
To track insider transactions, check out Quiver Quantitative’s insider trading dashboard.
Tesla Revenue
Tesla had revenues of $28.1B in Q3 2025. This is an increase of 11.57% 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 10 times in the past 6 months. Of those trades, 6 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $TSLA stock by members of Congress over the last 6 months:
REPRESENTATIVE LISA C. MCCLAIN has traded it 6 times. They made 3 purchases worth up to $45,000 on 10/30, 09/11, 06/17 and 3 sales worth up to $45,000 on 10/31, 10/30, 07/10.REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 10/17, 08/05 and 0 sales.REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 10/15.REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative’s congressional trading dashboard.
Tesla Hedge Fund Activity
We have seen 2,090 institutional investors add shares of Tesla stock to their portfolio, and 1,652 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 added 14,840,290 shares (+59.9%) to their portfolio in Q3 2025, for an estimated $6,599,773,768MORGAN STANLEY removed 7,090,349 shares (-16.4%) from their portfolio in Q3 2025, for an estimated $3,153,220,007KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 6,435,658 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $2,862,065,825FMR LLC added 6,195,054 shares (+20.7%) to their portfolio in Q3 2025, for an estimated $2,755,064,414BANK OF AMERICA CORP /DE/ removed 6,134,966 shares (-23.6%) from their portfolio in Q3 2025, for an estimated $2,728,342,079BARCLAYS PLC removed 4,190,432 shares (-20.4%) from their portfolio in Q3 2025, for an estimated $1,863,568,919VALEO FINANCIAL ADVISORS, LLC removed 3,773,499 shares (-98.4%) from their portfolio in Q3 2025, for an estimated $1,678,150,475
To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard.
Tesla Government Contracts
We have seen $17,357 of award payments to $TSLA over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative’s government contracts dashboard.
Tesla Analyst Ratings
Wall Street analysts have issued reports on $TSLA in the last several months. We have seen 11 firms issue buy ratings on the stock, and 4 firms issue sell ratings.
Here are some recent analyst ratings:
Mizuho issued a “Outperform” rating on 11/25/2025Stifel issued a “Buy” rating on 11/17/2025Wedbush issued a “Outperform” rating on 11/07/2025Cantor Fitzgerald issued a “Overweight” rating on 10/27/2025Canaccord Genuity issued a “Buy” rating on 10/23/2025GLJ Research issued a “Sell” rating on 10/22/2025Morgan Stanley issued a “Overweight” rating on 10/02/2025
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 24 analysts offer price targets for $TSLA in the last 6 months, with a median target of $453.0.
Here are some recent targets:
Alexander Potter from Piper Sandler set a target price of $500.0 on 12/09/2025 Adam Jonas from Morgan Stanley set a target price of $425.0 on 12/08/2025 Vijay Rakesh from Mizuho set a target price of $475.0 on 11/25/2025 Stephen Gengaro from Stifel set a target price of $508.0 on 11/17/2025 Daniel Ives from Wedbush set a target price of $600.0 on 11/07/2025 John Murphy from B of A Securities set a target price of $471.0 on 10/29/2025 Andres Sheppard from Cantor Fitzgerald set a target price of $510.0 on 10/27/2025
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.
