Jefferies Tesla · TSLA

Jefferies Keeps $300 PT and Hold Rating on Tesla

1 min read Reproduced verbatim
Rating
Hold
Unchanged
Target
$300
Outcome
Reached
on July 29, 2026
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What the analyst said

Jefferies analyst Philippe Houchois reiterated on January 29, 2026, a ‘Hold’ rating and $300 price target on Tesla.

“Tesla delivered its most interesting earnings call in many quarters.

Healthy beat on core auto margin and cash.

Outlook vague and low in numbers, except a whopping $20bn capex for 2026 and beyond across 6 units.

Multiple launch milestones likely to be missed and undermine confidence in earnings.

Funding may become a topic despite a $44bn cash pile. Announced investment in xAI suggests meeting supercompensation targets may rely on Musk-related corporate deals.”

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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 $300 target is 32% below the median.

Since the note TSLA has moved −17% (from $431). 12-month window: day 282 of 365, closes on January 29, 2027.

Track record

This call✓ Target reached on July 29, 2026, 6 months after the note.

Firm track recordJefferies: 62% of its 21 targets at least a year old were reached within 12 months (#23 of 26 firms). Accuracy ranking →

Earnings reactionOne of 10 notes after Tesla’s Jan 28 results: 2 raised · 2 cut · 5 kept. See every call →

Jefferies on Tesla

Jefferies price targets on Tesla

3 calls from January 29, 2026 to July 13, 2026. The target went from $300 to $400 (+33%). The rating stayed Hold.

Jefferies targetTSLA share price
  1. July 13, 2026Target raised from $350 (+14%)Hold$400
  2. April 20, 2026Target raised from $300 (+17%)Hold$350
  3. January 29, 2026 This noteEarliest call shownHold$300
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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.