Cantor Tesla · TSLA

Cantor Fitzgerald Maintains Overweight on Tesla, $355 Price Target

Analyst: Andres Sheppard 1 min read Reproduced verbatim
Rating
Overweight
Unchanged
Target
$355
Outcome
Reached
on September 11, 2025
Cantor and Tesla logos

What the analyst said

Cantor Fitzgerald analyst Andres Sheppard reiterated an Overweight rating and $355 price target on Tesla (NASDAQ: TSLA).

“On 7/30, Tesla announced that it had signed a $4.3B deal with South Korea’s LG Energy Solution (373220-KR, NC) to procure lithium iron phosphate (LFP) batteries for use in its energy storage systems, from LG’s Michigan plant.

In our view, this aligns with TSLA’s efforts to reduce reliance on Chinese suppliers (to please the administration and to mitigate tariff impact, in our view).

This agreement will run from August 2027 to July 2030 with options to extend.

Additionally, on 7/27, Tesla announced a $16.5B multiyear deal with Samsung Electronics to produce its next-generation AI6 chips (at Samsung’s new Texas plant).

We expect these chips will materially support Tesla’s full self-driving systems, robotaxis, and its Optimus robots.”

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 $344. The 17 analysts who set a target in the last 3 months range from $24.86 to $500, with a median of $442. This $355 target is 20% below the median.

Since the note TSLA has moved +14% (from $303). The 12-month window closed on August 4, 2026.

Track record

This call✓ Target reached on September 11, 2025, 2 months after the note. Same target as this firm’s July 7, 2025 note, so it is scored there.

Firm track recordCantor: 80% of its 54 targets at least a year old were reached within 12 months (#12 of 26 firms); on Tesla, 6 of 7. Accuracy ranking →

Cantor on Tesla

Cantor price targets on Tesla

8 calls from July 7, 2025 to September 15, 2025. The target stayed at $355. The rating stayed Buy.

Cantor targetTSLA share price
  1. September 15, 2025Kept the $355 targetBuy$355
  2. September 8, 2025Kept the $355 targetBuy$355
  3. August 4, 2025 This noteKept the $355 targetBuy$355
  4. July 28, 2025Kept the $355 targetBuy$355
  5. July 23, 2025Kept the $355 targetBuy$355
  6. July 21, 2025Kept the $355 targetBuy$355
  7. July 14, 2025Kept the $355 targetBuy$355
  8. July 7, 2025Earliest call shownBuy$355
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Other analysts on Tesla

BarclaysBuy Upgraded, raised price target +22% Oct 26 $450from $370 StoneXBuy Kept rating and price target Oct 22 $475maintained BNP ParibasHold Upgraded Oct 22 Morgan StanleyHold Raised price target +2%, kept rating Oct 22 $410from $400 JP MorganHold Raised price target +4%, kept rating Oct 22 $430from $415
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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.