Image from MarketBeat Media, LLC. Key Points Cantor Fitzgerald reiterated an "Overweight" rating on Tesla with a $510 price target, implying about a 19.6% upside from current levels. Tesla beat Q4 estimates (EPS $0.50 vs. $0.45; revenue $24.90B vs. $24.75B) but reported a year‑over‑year revenue decline and a sharp drop in net income; shares traded near $426 with a $1.42T market cap. Management is pushing a "physical AI" pivot (robotaxi, Optimus) and plans to more than double 2026 capex to roughly $20B, a growth bet that elevates near‑term execution and cash‑flow risk amid mixed analyst reactions and a consensus "Hold" price target of $410.86. MarketBeat Week in Review – 01/19 - 01/23 In other news, Director James R. Murdoch sold 60,000 shares of the stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $445.40, for a total transaction of $26,724,000.00. Following the transaction, the director directly owned 577,031 shares in the company, valued at approximately $257,009,607.40. This trade represents a 9.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Vaibhav Taneja sold 2,637 shares of the stock in a transaction on Monday, December 8th. The shares were sold at an average price of $443.93, for a total value of $1,170,643.41. Following the sale, the chief financial officer directly owned 13,757 shares in the company, valued at $6,107,145.01. This trade represents a 16.09% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 119,457 shares of company stock valued at $53,501,145 in the last 90 days. Insiders own 19.90% of the company's stock. Hedge Funds Weigh In On Tesla A number of hedge funds and other institutional investors have recently added to or reduced their stakes in TSLA. Brighton Jones LLC increased its holdings in Tesla by 11.8% in the 4th quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer's stock worth $35,509,000 after acquiring an additional 9,293 shares in the last quarter. Revolve Wealth Partners LLC grew its position in Tesla by 21.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,317 shares of the electric vehicle producer's stock worth $2,147,000 after acquiring an additional 931 shares during the period. Bison Wealth LLC raised its position in Tesla by 52.2% in the fourth quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer's stock valued at $4,187,000 after purchasing an additional 3,558 shares during the period. Sivia Capital Partners LLC grew its holdings in shares of Tesla by 9.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 12,135 shares of the electric vehicle producer's stock worth $3,855,000 after purchasing an additional 1,011 shares during the period. Finally, AGP Franklin LLC boosted its stake in Tesla by 21.2% during the second quarter. AGP Franklin LLC now owns 4,861 shares of the electric vehicle producer's stock worth $1,544,000 after buying an additional 851 shares during the period. Hedge funds and other institutional investors own 66.20% of the company's stock. More Tesla News