TD Cowen Tesla · TSLA

TD Cowen Raises Tesla Price Target to $374

July 24, 2025 Analyst: Itay Michaeli 1 min read Reproduced verbatim
Rating
Buy
Target
$374
from $330 (+13%)
Outcome
Reached
on September 12, 2025
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What the analyst said

TD Cowen analyst Itay Michaeli raised the price target on Tesla (NASDAQ: TSLA) to $374 (from $330) while maintaining a Buy rating.

“Q2 In-Line, We Remain Focused on AV & Product Catalysts; Mostly solid/in-line results with encouraging AV updates but cautious (though unsurprising) NT earnings commentary in a quarter that’s unlikely to settle many bull/bear debates.

Ultimately, we feel that Tesla’s recent AV progress and other looming catalysts are too significant to ignore on account of NT EPS headwinds that are well-recognized by now.

Maintain our tactical Buy; $374 PT.”

Disclaimer
The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.

This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.

Where the price stands

TSLA trades at $383. The 22 analysts who set a target in the last 3 months range from $24.86 to $500, with a median of $418. This $374 target is 10% below the median.

Since the note TSLA has moved +15% (from $333). The 12-month window closed on July 24, 2026.

Track record

This call✓ Target reached on September 12, 2025, 2 months after the note.

Firm track recordTD Cowen: 83% of its 18 targets at least a year old were reached within 12 months (#10 of 20 firms); on Tesla, 4 of 6. Accuracy ranking →

TD Cowen on Tesla

TD Cowen price targets on Tesla

8 calls from March 6, 2025 to October 9, 2025. The target went from $388 to $509 (+31%). The rating stayed Buy.

TD Cowen targetTSLA share price
  1. October 9, 2025Target raised from $374 (+36%)Buy$509
  2. September 12, 2025Kept the $374 targetBuy$374
  3. July 24, 2025 This noteTarget raised from $330 (+13%)Buy$374
  4. June 23, 2025Kept the $330 targetBuy$330
  5. June 6, 2025Kept the $330 targetBuy$330
  6. April 23, 2025Target cut from $388 (−15%)Buy$330
  7. March 19, 2025Kept the $388 targetBuy$388
  8. March 6, 2025Earliest call shownBuy$388
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Other analysts on Tesla

Yorkville IvesBuy Initiated coverage · Oct 7 $500 UBSHold Raised price target +2%, kept rating · Oct 7 $391from $385 Goldman SachsHold Kept rating and price target · Oct 6 $360maintained UBSHold Kept rating and price target · Oct 5 $385maintained TruistHold Kept rating and price target · Oct 5 $370maintained
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Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.