By: Quiver DiscussionTracker
Posted: 58 minutes ago / March 23, 2026 5:33 p.m. UTC
Semi redesign reveal: Social media buzz centers on a detailed video review of the updated Tesla Semi, showcasing a lighter design that trims about 1,000 pounds from the previous version. Enthusiasts view this as a significant advancement in Tesla’s push into commercial trucking, potentially boosting efficiency and appeal to fleet operators.
Market rally amid truce hopes: Shares climbed more than 2.8% today, outperforming peers, as prospects of a Middle East ceasefire alleviated stagflation concerns and propelled a tech rebound. Participants highlight Tesla’s resilience, tying the uptick to broader risk-on sentiment despite lingering geopolitical tensions.
Dip-buying persistence: Ongoing chatter frames current price levels around $380 as attractive entry points, echoing past CEO purchases in this range and anticipation for autonomy milestones. While short-term volatility persists, the focus remains on Tesla’s expansive robotics and energy growth narrative.
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 32 times in the past 6 months. Of those trades, 0 have been purchases and 32 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 7 sales selling 25,731 shares for an estimated $10,692,813.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 $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 8 times in the past 6 months. Of those trades, 5 have been purchases and 3 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 2,091 institutional investors add shares of Tesla stock to their portfolio, and 1,647 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 $500.0.
Here are some recent targets:
Gordon L. Johnson from GLJ Research set a target price of $25.28 on 03/12/2026 Ivan Feinseth from Tigress Financial set a target price of $550.0 on 02/12/2026 Dan Ives from Wedbush set a target price of $600.0 on 01/29/2026 Tom Narayan from RBC Capital set a target price of $500.0 on 01/29/2026 William Stein from Truist Securities set a target price of $438.0 on 01/29/2026 Vijay Rakesh from Mizuho set a target price of $540.0 on 01/29/2026 Andrew Percoco from Morgan Stanley set a target price of $415.0 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.
