Image from MarketBeat Media, LLC. Key Points Shares were trading down 3.6% at about $372 intraday, below the 50‑day ($411.05) and 200‑day ($428.07) moving averages; Tesla's P/E is ~344.55 and MarketBeat shows a consensus "Hold" rating with an average target of $406.84. Bulls point to the Terafab chip‑plant push and vertical semiconductor integration as long‑term catalysts for AI/autonomy, while near‑term risks include intensifying China competition, analyst cuts to delivery outlooks, and regulatory/brand scrutiny around FSD. Tesla beat quarterly EPS ($0.50 vs. $0.45) but revenue was down 3.1% year‑over‑year with a 4.0% net margin, and insiders have sold roughly 87,995 shares (~$38.3M) in the past 90 days while retaining 19.9% ownership. A New Regulatory Blow Could Change Tesla’s Outlook Tesla (NASDAQ:TSLA - Get Free Report) last announced its quarterly earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.45 by $0.05. The firm had revenue of $24.90 billion during the quarter, compared to the consensus estimate of $24.75 billion. Tesla had a net margin of 4.00% and a return on equity of 4.86%. The firm's quarterly revenue was down 3.1% on a year-over-year basis. During the same period last year, the firm posted $0.73 EPS. As a group, sell-side analysts predict that Tesla, Inc. will post 2.56 EPS for the current fiscal year. Insider Activity In related news, CFO Vaibhav Taneja sold 2,264 shares of the firm's stock in a transaction 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 completion of the sale, the chief financial officer directly owned 18,106 shares of the company's stock, valued at $7,188,625.18. This trade represents a 11.11% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director James R. Murdoch sold 60,000 shares of Tesla stock in a transaction on 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 transaction, the director owned 577,031 shares of the company's stock, valued at approximately $257,009,607.40. The trade was a 9.42% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 87,995 shares of company stock worth $38,315,650. Insiders own 19.90% of the company's stock. Institutional Inflows and Outflows A number of institutional investors have recently made changes to their positions in the business. J. Derek Lewis & Associates Inc. acquired a new stake in Tesla in the 4th quarter valued at about $18,466,000. Purpose Unlimited Inc. acquired a new position in shares of Tesla during the fourth quarter worth approximately $328,776,000. Cornerstone Planning LLC bought a new stake in shares of Tesla during the fourth quarter valued at approximately $665,000. AMG Asset Management Group Inc. acquired a new stake in shares of Tesla in the fourth quarter valued at approximately $610,000. Finally, Forty three Eighteen Advisors LLC bought a new position in Tesla in the 4th quarter worth approximately $2,784,000. 66.20% of the stock is owned by institutional investors. Tesla Company Profile