How analysts reacted to Tesla’s results
Tesla reported on January 28, 2026 (quarter ended Dec 2025). In the next sessions, 10 Wall Street firms published notes: 2 raised their price target, 2 cut it and 5 kept it unchanged. The median target of the 9 firms with a before-and-after figure went from $439 to $438 (0%). The shares fell 3% on Jan 29, the first session after the report.
Every firm’s call 10
The first note from each firm in the session that reacted to the results and the next two, with its previous target. Since then the shares have lost 9% ($377.36 on Oct 22), against a median target of $438 from these firms. Tesla consensus today
| Before After Share price | ||||||
|---|---|---|---|---|---|---|
 UBS | Sell | $307 | $352 | +15% | Jan 29 | |
 TD Cowen | Buy | $509 | $519 | +2% | Jan 29 | |
 Piper Sandler | Buy | $500 | $500 | Kept | Jan 29 | |
 Barclays | — | $360 | $360 | Kept | Jan 29 | |
 Jefferies | Hold | $300 | $300 | Kept | Jan 29 | |
 Baird | Buy | $548 | $548 | Kept | Jan 29 | |
 RBC Capital | Buy | $500 | $500 | Kept | Jan 29 | |
 Truist | Hold | $439 | $438 | 0% | Jan 29 | |
 Goldman Sachs | Hold | $420 | $405 | −4% | Jan 29 | |
 Needham | Hold | — | — | — | Jan 29 |
Earlier Tesla reports
Latest earnings reactions
MetaOct 2110 of 15 raised targetsMedian target +1%Shares −7%GMGeneral MotorsOct 206 of 7 cut targetsMedian target −11%Shares −7%
SpaceXOct 2010 of 20 raised targetsMedian target +11%Shares +8%
ASMLOct 142 of 5 raised targetsMedian target —Shares −4%
MicronSep 3020 of 24 kept targetsMedian target +1%Shares +3%
OracleSep 106 of 12 kept targetsMedian target +1%Shares −5%How this works: the earnings date and EPS figures come from Nasdaq. The calls are the notes in our database from the session that reacted to the results and the next two, one per firm (its first); for reports after the close, notes dated the report day are treated as previews and left out. “Before” is the previous target quoted in the note or, if missing, the firm’s last target in our database. The median target uses firms with both figures. The share move compares the close before the reaction session with the close of the session that moved most (the report day or the next one). Which firms’ targets come true