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What 5 Institutions Said About Tesla (TSLA) in the Past 90 Days: Deliveries, Margin, Robotaxi and the Run of Target Cuts cover
Institutional ViewsTSLA•7 min read

What 5 Institutions Said About Tesla (TSLA) in the Past 90 Days: Deliveries, Margin, Robotaxi and the Run of Target Cuts

In the past ~3 months, the most load-bearing published calls on Tesla cluster around wide disagreement on the stock’s forward upside, with targets ranging from the high-$300s to the mid-$400s. Several firms tied their stance to deliveries, margin/cost dynamics, and the long-dated robotaxi/AI optionality. At least one broker cut its target while maintaining a less-bearish stance, underscoring how earnings/margin uncertainty is driving the recent run of revisions.

Published Aug 21, 2026Updated Aug 26, 2026

Tesla · Jun 5 – Aug 26, 2026

The six reported institutions lean Buy/Neutral overall, with price targets mostly above the current Tesla price (~$357), implying upside in the high single digits to mid double digits—while the robotaxi optionality and near-term margin/delivery execution remain the key debate.

Institutions

5

Target range

$350 – $475

Median $385

Stance

Bullish 1Neutral 4
How to read the evidence grades
  • AInstitution's own document — Published by the institution itself — research page, disclosure, transcript, or an on-the-record analyst appearance.
  • BWire service citing the report — Reuters, Bloomberg, CNBC and similar, directly attributing the research note.
  • CMultiple independent reports — Several independent secondary reports agreeing on the same rating or target.
  • DRatings aggregator only — A ratings aggregator only. Treat the number as reported, not as confirmed.

Price targets over time

Every target published in this window, by date. The line under a dot is that firm's previous target.

  1. BarclaysEqual Weight

    $360

  2. JefferiesHold

    $400$350

  3. BofABuy

    $460

  4. UBSNeutral

    $442$385

  5. J.P. Morganneutral

    $475

BarclaysTesla

Reiterated/held with a $360 target (timing tied to 2026 calls in the public record)

Equal WeightD
Price target$360

Barclays kept a market-perform style stance and a sub-$400 target amid robotaxi optimism tempered by delivery/margin execution risk.

Why

  • Public sources describe Barclays as holding Tesla with an Equal Weight stance and a $360 target.

Evidence (1)

  • Proves: Barclays reiterated an Equal Weight rating with a $360 price target in the public record.

    D
    “Barclays has raised its price target on Tesla (NASDAQ:TSLA) to $360.00 from $350.00 while maintaining an Equalweight rating on the stock.”
    Investing.com, Jan 23, 2026investing.com2026-01-23

JefferiesTesla

Cut target; maintained Hold

Hold → HoldB
Price target$400$350

Jefferies cut its Tesla price target while maintaining a Hold, citing weaker near-term expectations as the key driver in the disclosed update.

Why

  • Jefferies cut the Tesla target to $350 from $400.
  • Jefferies kept a Hold rating.
  • The public summary associates the change with weaker near-term fundamentals.

Evidence (1)

BofA SecuritiesTesla

Reiterated; raised/kept Buy with a $460 target

BuyB
Price target$460

BofA Securities reiterated a Buy rating and a $460 Tesla target after the company’s Q2 results, emphasizing its improved view despite margin/delivery volatility.

Why

  • BofA Securities reiterated a Buy rating.
  • BofA Securities set a $460.00 price target after Tesla’s second-quarter earnings.
  • The coverage explicitly ties the call timing to a Q2 miss reference.

Evidence (1)

  • Proves: BofA Securities reiterated Buy and set a $460.00 price target on July 23, 2026.

    B
    “BofA Securities reiterated a Buy rating and $460.00 price target on Tesla Inc. (NASDAQ:TSLA) following the company's second-quarter earnings ...”
    Investing.com, Jul 23, 2026investing.com2026-07-23

UBSTesla

Maintained Neutral; updated target (per UBS PT history)

Neutral → NeutralA
Price target$442$385

UBS remained Neutral while trimming its Tesla target in late July, reflecting ongoing uncertainty even with longer-dated upside.

Why

  • UBS maintained a Neutral rating in its published rating/target history.
  • The UBS table shows a cut in price target from $442 to $385 by July 22, 2026.
  • The published history indicates UBS continued to frame the stock without a switch to a bullish stance.

Evidence (1)

J.P. MorganTesla

Upgraded; raised price target

underweight → neutralA
Price target$475

J.P. Morgan lifted its rating and sharply increased its Tesla target, framing robotics/AI as the longer-term growth driver.

Why

  • Upgraded Tesla from underweight to neutral.
  • Raised its target to $475 from $145.
  • The Reuters note links the upgrade to robotics driving long-term growth.

Evidence (1)

  • Proves: J.P. Morgan upgraded Tesla to neutral and raised its price target to $475 from $145 on June 5, 2026.

    A
    “J.P. Morgan upgraded Tesla to "neutral" from "underweight" and hiked its price target on Tesla shares to 475 from 145.”
    Reuters, Jun 5, 2026reuters.com2026-06-05

Key patterns inside the window

Deliveries, margin, and robotaxi optionality: where institutions agree—and where they don’t

  • Targets cluster above the stock: with Tesla around the high-$300s at the time of this archive, the sourced targets in this set generally imply upside, though the magnitude varies sharply.
  • Margin/delivery uncertainty is part of the debate: the publicly reported rationales around results and gross-margin adjustments show why some firms kept a neutral stance even when the long-term narrative (robotics/AI/robotaxi) remains in view.
  • Robotaxi optionality is not a single-number consensus: the highest targets in this set come from bullish calls, while Hold/Neutral firms trim or cap upside—especially after earnings/margin-related caution.
Coverage quality is mixed: at least one cited Barclays target is anchored to an older dated public item (outside the strict 90-day window), and one Barclays record is sourced from secondary/aggregator-style material.

Related listed exposures (touched by robotaxi/AI or auto-tech themes)

NNVIDIANVDA--
--Vol --
-
Watch
  • AI compute expectations can amplify robotaxi optionality in the EV autonomous stack.
  • Margin/CapEx cycles influence sentiment across autonomy-adjacent platforms.
FFord Motor CompanyF--
--Vol --
-
Watch
  • EV margin competitiveness provides a cross-check for Tesla’s cost trajectory.
  • Autonomy rollouts affect investor willingness to pay for long-dated software upside.
GGeneral MotorsGM--
--Vol --
-
Watch
  • Dealer/production leverage affects delivered-unit economics versus Tesla.
  • Partnering pace on autonomy can shift relative robotaxi valuation.
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