Image from MarketBeat Media, LLC. Key Points Tesla shares rose about 2.4% intraday, aided by a technical buy signal near $369.55 and news that the first Tesla Semi has rolled off a high‑volume production line, supporting near‑term revenue diversification. Significant headwinds include a public safety report claiming Tesla’s FSD has been involved in 59 deaths, analyst downgrades and Morgan Stanley’s forecast of >$25B capex in 2026, which together raise regulatory, legal and margin/execution risks. Analyst sentiment is mixed—MarketBeat shows a consensus "Hold" with a $398.42 target and 19 Buy / 17 Hold / 5 Sell split—while valuation metrics remain elevated (market cap ≈ $1.43T, P/E ≈ 350), signaling a pricey stock with divergent outlooks. Tesla’s Earnings Confirm the Shift to AI—But at What Cost? Tesla (NASDAQ:TSLA - Get Free Report) last issued its quarterly earnings results on Thursday, April 23rd. The electric vehicle producer reported $0.41 earnings per share (EPS) 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 business had revenue of $22.39 billion during the quarter, compared to analysts' expectations of $22.96 billion. During the same period in the previous year, the company posted $0.27 earnings per share. The firm's revenue for the quarter was up 15.8% compared to the same quarter last year. On average, equities research analysts predict that Tesla, Inc. will post 1.32 earnings per share for the current fiscal year. Insiders Place Their Bets In other news, Director Kathleen Wilson-Thompson sold 25,809 shares of the stock in a transaction on Monday, March 30th. The stock was sold at an average price of $359.33, for a total value of $9,273,947.97. Following the completion of the transaction, the director directly owned 33,860 shares in the company, valued at approximately $12,166,913.80. This represents a 43.25% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Vaibhav Taneja sold 2,264 shares of the stock in a transaction on Friday, March 6th. The shares were sold at an average price of $397.03, for a total value of $898,875.92. Following the completion of the transaction, the chief financial officer owned 18,106 shares of the company's stock, valued at $7,188,625.18. The trade was a 11.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 53,804 shares of company stock valued at $20,865,598 over the last quarter. 19.90% of the stock is owned by corporate insiders. Institutional Trading of Tesla A number of institutional investors and hedge funds have recently bought and sold shares of TSLA. Vanguard Group Inc. increased its position in shares of Tesla by 2.6% during the fourth quarter. Vanguard Group Inc. now owns 258,925,024 shares of the electric vehicle producer's stock worth $116,443,762,000 after buying an additional 6,538,720 shares during the period. State Street Corp lifted its holdings in Tesla by 0.9% in the fourth quarter. State Street Corp now owns 114,842,934 shares of the electric vehicle producer's stock valued at $51,647,164,000 after buying an additional 1,080,085 shares during the period. Geode Capital Management LLC lifted its holdings in Tesla by 0.6% in the fourth quarter. Geode Capital Management LLC now owns 65,700,975 shares of the electric vehicle producer's stock valued at $29,426,070,000 after buying an additional 375,946 shares during the period. Capital World Investors boosted its position in Tesla by 5.8% during the third quarter. Capital World Investors now owns 44,035,949 shares of the electric vehicle producer's stock valued at $19,583,547,000 after acquiring an additional 2,403,019 shares during the last quarter. Finally, Norges Bank acquired a new stake in Tesla during the 4th quarter worth about $17,128,100,000. 66.20% of the stock is currently owned by institutional investors and hedge funds. Tesla Company Profile