Cantor Tesla · TSLA

Cantor Fitzgerald Reaffirms 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
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What the analyst said

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

“Last week Tesla’s board reportedly proposed a new 10-year compensation plan for CEO Elon Musk that could be worth up to ~$1T, contingent on ambitious performance goals.

The package ties Musk’s potential payout to both market capitalization milestones, requiring Tesla to reach an $8.5T valuation, (vs. current market cap of ~$1T), and key operational targets.

For Elon to receive the package he will have to remain at Tesla for at >7.5 years, and 10 years to earn the full amount.

Elon will also have to meet several key operational milestones including: overseeing the commercial deployment of 1 million autonomous taxis, and the deployment of 1 million robots, according to bloomberg.

If achieved, Musk would gain up to 12% additional ownership in Tesla.

We see the pay package as a way for the board to keep Musk focused on leading TSLA’s business transformation from EVs toward robotics and AI.

Separately, on 9/4, TSLA announced the launch of its robotaxi app for the general public.”

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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 −2% (from $351). The 12-month window closed on September 8, 2026.

Track record

This call✓ Target reached on September 11, 2025, 3 days after the note.

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 14, 2025 to September 29, 2025. The target stayed at $355. The rating stayed Buy.

Cantor targetTSLA share price
  1. September 29, 2025Kept the $355 targetBuy$355
  2. September 15, 2025Kept the $355 targetBuy$355
  3. September 8, 2025 This noteKept the $355 targetBuy$355
  4. August 4, 2025Kept the $355 targetBuy$355
  5. July 28, 2025Kept the $355 targetBuy$355
  6. July 23, 2025Kept the $355 targetBuy$355
  7. July 21, 2025Kept the $355 targetBuy$355
  8. July 14, 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.