Surience Private Wealth LLC Sells 5,018 Shares of Tesla, Inc. $TSLA

Surience Private Wealth LLC trimmed its stake in Tesla, Inc. (NASDAQ:TSLA) by 52.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,563 shares of the electric vehicle producer’s stock after selling 5,018 shares during the period. Tesla accounts for 1.9% of Surience Private Wealth LLC’s portfolio, making the stock its 15th largest position. Surience Private Wealth LLC’s holdings in Tesla were worth $2,029,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its position in Tesla by 11.8% during the fourth quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer’s stock valued at $35,509,000 after acquiring an additional 9,293 shares during the last quarter. Revolve Wealth Partners LLC increased its position in shares of Tesla by 21.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,317 shares of the electric vehicle producer’s stock worth $2,147,000 after purchasing an additional 931 shares in the last quarter. Bison Wealth LLC lifted its holdings in shares of Tesla by 52.2% during the 4th quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer’s stock valued at $4,187,000 after purchasing an additional 3,558 shares during the last quarter. CW Advisors LLC boosted its position in shares of Tesla by 228.3% in the 1st quarter. CW Advisors LLC now owns 28,196 shares of the electric vehicle producer’s stock worth $7,394,000 after purchasing an additional 19,607 shares in the last quarter. Finally, AlphaQuest LLC grew its stake in Tesla by 34.2% during the 1st quarter. AlphaQuest LLC now owns 259 shares of the electric vehicle producer’s stock worth $67,000 after buying an additional 66 shares during the last quarter. Institutional investors own 66.20% of the company’s stock.

Tesla News Summary

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Analysts are lifting targets and reiterating bullish views, providing near‑term support for the rally — Deutsche Bank bumped its target to $500 and other firms (Mizuho, CICC, Truist) have issued bullish notes. Article
• Positive Sentiment: Tesla committed ~$1.2B to battery cell production in Germany (8 GWh target from 2027), a strategic capex that supports localization, margin improvement and long‑term EV supply. Article
• Positive Sentiment: Robotaxi and Cybercab testing appears to be accelerating (production‑ready units seen in streets), keeping momentum behind Tesla’s high‑value autonomy thesis that investors are pricing in. Article
• Positive Sentiment: Tesla avoided a potential ~€11M fine in Italy over range claims, removing a modest legal overhang. Article
• Neutral Sentiment: The Delaware Supreme Court reinstated Musk’s 2018 pay package, ending a years‑long legal dispute and removing uncertainty — but the scale of the award (now valued far higher) raises governance and dilution debates. Article
• Neutral Sentiment: Large institutional repositioning: ARK/active managers have trimmed holdings recently (profit‑taking), which can amplify intraday volatility but doesn’t necessarily change the structural bull case. Article
• Negative Sentiment: Regulatory and safety pressure persists: California actions on Autopilot/FSD marketing, a proposed federal/state focus on autonomy rules, and consumer safety complaints (e.g., door‑handle issues) keep legal/regulatory risk elevated. Article
• Negative Sentiment: Core EV metrics remain mixed: U.S. vehicle sales have softened and operating expenses have risen as Tesla spends on autonomy/robotics — analysts warn near‑term margins and volumes could pressure sentiment if growth stalls. Article

Wall Street Analyst Weigh In

A number of equities research analysts have commented on TSLA shares. Canaccord Genuity Group decreased their price target on Tesla from $490.00 to $482.00 and set a “buy” rating for the company in a research note on Thursday, October 23rd. Wall Street Zen raised shares of Tesla from a “sell” rating to a “hold” rating in a research report on Saturday, October 25th. China Renaissance boosted their target price on shares of Tesla from $349.00 to $380.00 and gave the stock a “hold” rating in a research report on Friday, October 24th. Stifel Nicolaus raised their price target on shares of Tesla from $483.00 to $508.00 and gave the stock a “buy” rating in a report on Monday, November 17th. Finally, Baird R W raised shares of Tesla from a “hold” rating to a “strong-buy” rating in a report on Friday, September 19th. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, fourteen have assigned a Hold rating and nine have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $404.14.

Insider Activity

In related news, Director Kimbal Musk sold 56,820 shares of the firm’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $450.66, for a total transaction of $25,606,501.20. Following the sale, the director directly owned 1,391,615 shares of the company’s stock, valued at $627,145,215.90. This trade represents a 3.92% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Vaibhav Taneja sold 2,637 shares of the business’s stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $443.93, for a total value of $1,170,643.41. Following the completion of the transaction, the chief financial officer directly owned 13,757 shares of the company’s stock, valued at $6,107,145.01. The trade was a 16.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 19.90% of the stock is owned by company insiders.

Tesla Stock Down 0.4%

NASDAQ:TSLA opened at $481.20 on Friday. The company has a debt-to-equity ratio of 0.07, a current ratio of 2.07 and a quick ratio of 1.67. The company’s fifty day moving average price is $439.98 and its 200-day moving average price is $380.80. Tesla, Inc. has a 1-year low of $214.25 and a 1-year high of $495.28. The firm has a market capitalization of $1.60 trillion, a P/E ratio of 320.80, a PEG ratio of 12.03 and a beta of 1.87.

Tesla (NASDAQ:TSLA) last posted its quarterly earnings results on Thursday, October 23rd. The electric vehicle producer reported $0.50 EPS for the quarter, beating the consensus estimate of $0.48 by $0.02. The company had revenue of $28.10 billion for the quarter, compared to analyst estimates of $24.98 billion. Tesla had a net margin of 5.51% and a return on equity of 6.61%. The firm’s revenue was up 11.6% on a year-over-year basis. During the same period in the prior year, the company earned $0.72 earnings per share. As a group, equities research analysts anticipate that Tesla, Inc. will post 2.56 EPS for the current year.

Tesla Company Profile

Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.

Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.