Stifel Tesla · TSLA

Stifel Lifts Tesla’s Price Target to $483

1 min read Reproduced verbatim
Rating
Buy
Unchanged
Target
$483
from $440 (+10%)
Outcome
Reached
on December 16, 2025
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What the analyst said

Stifel analyst Stephen Gengaro raised on October 8, 2025, the price target on Tesla to $483 (from $440), while reiterating a ‘Buy’ rating on the stock.

“We believe Tesla is making progress with modest advancements in its Robotaxi network and FSD.

The company has high expectations for its camera-based approach including;

  1. Unsupervised FSD to be available for personal use in the United States by year-end 2025, which appears to be a stretch but seems more likely in the medium term;
  2. that it will “probably have ride hailing in probably half of the populations of the U.S. by the end of the year”, and;
  3. expectations for its Robotaxi fleet to go from “tiny to gigantic” in a short period of time with a guess that it has a material impact on its financials around the end of 2026.

We are bumping our target price to $483 from $440 to reflect more confidence in FSD and Robotaxi.”

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 $358. The 17 analysts who set a target in the last 3 months range from $24.86 to $500, with a median of $442. This $483 target is 9% above the median.

Since the note TSLA has moved −17% (from $433). The 12-month window closed on October 8, 2026.

Track record

This call✓ Target reached on December 16, 2025, 2 months after the note.

Firm track recordStifel: 83% of its 42 targets at least a year old were reached within 12 months (#6 of 26 firms); on Tesla, 7 of 8. Accuracy ranking →

Stifel on Tesla

Stifel price targets on Tesla

8 calls from April 24, 2025 to August 3, 2026. The target went from $450 to $491 (+9%). The rating stayed Buy.

Stifel targetTSLA share price
  1. August 3, 2026Target cut from $508 (−3%)Buy$491
  2. April 23, 2026Kept the $508 targetBuy$508
  3. November 17, 2025Target raised from $483 (+5%)Buy$508
  4. October 23, 2025Kept the $483 targetBuy$483
  5. October 8, 2025 This noteTarget raised from $440 (+10%)Buy$483
  6. September 5, 2025Target cut from $450 (−2%)Buy$440
  7. July 24, 2025Kept the $450 targetBuy$450
  8. April 24, 2025Earliest call shownBuy$450
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Other analysts on Tesla

CantorBuy Kept rating and price target Oct 26 $485maintained 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
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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.