Tesla, Inc. (NASDAQ:TSLA) is one of the Trending AI Stocks on Wall Street’s Radar. On October 3, Freedom Capital Markets raised its price target on the stock to $338.00 from $217.00 while maintaining a Sell rating. The price target raise follows Tesla’s biggest delivery quarter ever where it delivered 497,099 vehicles in the third quarter, exceeding Wall Street’s estimate of 443,079. Buyers were rushing to take advantage of the expiring $7,500 federal EV tax credit. According to the firm, the Q3 2025 del ...

Tesla, Inc. (NASDAQ:TSLA) is one of the AI Stocks Shaping Wall Street’s Next Big Rally. On October 6, UBS reiterated the stock at “Neutral” and raised its price target on the stock to $247 per share from $215. The firm anticipates Tesla’s results to look better post deliveries. Even though the firm does anticipate a tough 4Q25 setup, investors are likely to focus more on future AI commentary rather than the numbers. “TSLA numbers will move higher post deliveries and while we expect tougher 4Q25, stock wi ...

Tesla, Inc. (NASDAQ:TSLA) is one of the AI Stocks Investors Are Watching Closely. On October 3, Goldman Sachs reiterated the stock as “Equal Weight” and raised the price target to $425 from $395. The firm stated that Tesla’s delivery numbers were better than expected. “While the expiration of IRA credits will likely be a headwind in 4Q, we see the potential for several events to be positives over the next month including 3Q earnings (which we expect to benefit from the stronger 3Q deliveries and increased ...

Group 1 - Tesla, Inc. (NASDAQ:TSLA) is recognized as a significant player in the AI sector, particularly in autonomous driving and robotics [1] - Morgan Stanley has reiterated its "Overweight" rating on Tesla, highlighting its smaller market cap compared to the "Mag 6" but emphasizing its large addressable markets in physical AI [1] - The average market cap of the "Mag 6" companies is $3.2 trillion, indicating Tesla's unique position within this group [1] Group 2 - There is a belief that while Tesla has investment potential, other AI stocks may offer greater upside potential with less downside risk [2] - The report suggests looking for undervalued AI stocks that could benefit from Trump-era tariffs and the trend of onshoring [2]

Core Insights - Tesla, Inc. is highlighted as a significant AI stock for investors, with a Buy rating reaffirmed by TD Cowen analyst Itay Michaeli and a price target set at $374.00 [1] - The reaffirmation follows a discussion regarding the CEO compensation proposal, indicating a clearer understanding of Tesla's strategic direction [1] - Analysts project that Tesla's early product milestones are achievable by 2030, aligning with the company's long-term growth ambitions [2] Product Goals and Financial Projections - The four product goals outlined in the proxy filing reflect Tesla's long-term strategic priorities, with initial achievements expected to align with EBITDA milestones of $50 billion and $80 billion, while the 2030 estimated EBITDA is projected at $53 billion [3] - The remaining EBITDA milestones could reach up to $400 billion, indicating Tesla's scalability ambitions within its 10-year plan [3] - Tesla leverages advanced AI in its autonomous driving technology and robotics initiatives, positioning itself as a leader in the automotive and clean energy sectors [3]

Group 1 - Tesla, Inc. is recognized as a significant player in the AI stock market, with analysts focusing on its automotive and energy segments [1][2] - Wolfe has maintained a "Peer Perform" rating for Tesla, highlighting the importance of its energy component [1] - The energy segment of Tesla has shown rapid growth, projected to reach revenues of $13.2 billion by 2025, reflecting a 31% increase, with an estimated gross margin of approximately 29% [2] Group 2 - Tesla's automotive business and future AI/autonomy opportunities are major points of interest for investors, but the energy segment is noted as the most profitable [2] - There are suggestions that other AI stocks may present greater upside potential and lower downside risk compared to Tesla [3]