Image from MarketBeat Media, LLC. Key Points Jennison Associates LLC cut its Tesla stake by 3.9% in Q4 to 10,484,848 shares, a holding worth about $4.72 billion that represents roughly 0.32% of Tesla and about 2.8% of Jennison’s portfolio (its 9th largest position). Insider selling has picked up: CFO Vaibhav Taneja sold 2,264 shares and director Kathleen Wilson‑Thompson sold 25,809 shares, with insiders offloading 53,804 shares (~$20.9M) over the last 90 days; insiders now own 19.9% of the stock. Tesla beat quarterly EPS estimates ($0.41 vs. $0.39) but missed revenue expectations, the first Tesla Semi entered high‑volume production, and analysts flag heavy capex (Morgan Stanley >$25B in 2026) amid mixed ratings and a consensus "Hold" target around $398.42. Tesla’s Earnings Confirm the Shift to AI—But at What Cost? Tesla (NASDAQ:TSLA - Get Free Report) last announced its quarterly earnings results on Wednesday, April 22nd. The electric vehicle producer reported $0.41 earnings per share for the quarter, beating the consensus estimate of $0.39 by $0.02. Tesla had a return on equity of 4.89% and a net margin of 3.95%.The firm had revenue of $22.39 billion for the quarter, compared to analysts' expectations of $22.96 billion. During the same period in the prior year, the business posted $0.27 earnings per share. The company's revenue was up 15.8% on a year-over-year basis. On average, equities analysts forecast that Tesla, Inc. will post 1.32 EPS for the current fiscal year. Analyst Ratings Changes Several brokerages have issued reports on TSLA. Cantor Fitzgerald restated an "overweight" rating and issued a $510.00 target price on shares of Tesla in a research note on Wednesday, April 22nd. JPMorgan Chase & Co. restated a "sell" rating on shares of Tesla in a research note on Wednesday, April 22nd. Wedbush restated an "outperform" rating and issued a $600.00 target price on shares of Tesla in a research note on Tuesday, April 21st. HSBC began coverage on Tesla in a research report on Monday. They issued a "buy" rating for the company. Finally, Royal Bank Of Canada reissued a "buy" rating on shares of Tesla in a report on Monday. Nineteen investment analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and five have assigned a Sell rating to the company. Based on data from MarketBeat, Tesla presently has an average rating of "Hold" and a consensus target price of $398.42.