Image from MarketBeat Media, LLC. Key Points Tesla shares jumped 3.5% to about $380.85 on Monday on ~21% higher-than-average volume, fueled by Elon Musk's announcement of a joint Tesla–SpaceX chip factory (the Terafab) and product updates like FSD v14.3 that revived the AI/robotics/autonomy narrative. While Terafab is seen as a strategic positive for long‑term chip control and autonomy, it is capital‑intensive and could pressure near‑term margins and cash flow, and the NHTSA's escalation of the FSD probe into an engineering analysis adds a material regulatory overhang. Wall Street opinion is mixed: many brokers maintain bullish targets (consensus price target ~$406.84) but MarketBeat's consensus is a Hold, and recent insider selling (nearly 88k shares) injects additional investor caution. Is the ARK Innovation ETF Finding a Floor? Tesla and Robinhood Set the Tone Tesla (NASDAQ:TSLA - Get Free Report) last posted its quarterly earnings data on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share for the quarter, topping the consensus estimate of $0.45 by $0.05. Tesla had a return on equity of 4.86% and a net margin of 4.00%.The firm had revenue of $24.90 billion for the quarter, compared to analysts' expectations of $24.75 billion. During the same quarter last year, the business earned $0.73 EPS. The company's quarterly revenue was down 3.1% compared to the same quarter last year. On average, sell-side analysts predict that Tesla, Inc. will post 2.56 EPS for the current year. Insider Buying and Selling In other Tesla news, Director James R. Murdoch sold 60,000 shares of Tesla stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $445.40, for a total value of $26,724,000.00. Following the completion of the sale, the director owned 577,031 shares in the company, valued at $257,009,607.40. The trade was a 9.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Vaibhav Taneja sold 2,264 shares of the stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $397.03, for a total transaction of $898,875.92. Following the transaction, the chief financial officer owned 18,106 shares in the company, valued at approximately $7,188,625.18. The trade was a 11.11% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 87,995 shares of company stock valued at $38,315,650. 19.90% of the stock is owned by company insiders. Hedge Funds Weigh In On Tesla Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Norges Bank acquired a new stake in Tesla during the fourth quarter worth about $17,128,100,000. Corient Private Wealth LLC raised its position in shares of Tesla by 3,205.5% in the 4th quarter. Corient Private Wealth LLC now owns 21,459,599 shares of the electric vehicle producer's stock valued at $9,650,811,000 after buying an additional 20,810,386 shares in the last quarter. Bank of America Corp DE lifted its holdings in shares of Tesla by 56.0% during the 4th quarter. Bank of America Corp DE now owns 20,755,605 shares of the electric vehicle producer's stock worth $9,334,211,000 after acquiring an additional 7,450,766 shares during the period. Cardano Risk Management B.V. boosted its position in shares of Tesla by 882.8% during the 4th quarter. Cardano Risk Management B.V. now owns 8,202,060 shares of the electric vehicle producer's stock worth $3,688,630,000 after acquiring an additional 7,367,507 shares in the last quarter. Finally, Vanguard Group Inc. increased its stake in Tesla by 2.6% in the fourth quarter. Vanguard Group Inc. now owns 258,925,024 shares of the electric vehicle producer's stock valued at $116,443,762,000 after acquiring an additional 6,538,720 shares during the last quarter. 66.20% of the stock is owned by institutional investors and hedge funds. About Tesla