Earnings reaction · TSLA

How analysts reacted to Tesla’s results

Tesla reported on July 22, 2026 (quarter ended Jun 2026). In the next sessions, 14 Wall Street firms published notes: 10 cut their price target and 2 kept it unchanged. The median target of the 12 firms with a before-and-after figure went from $475 to $450 (−5%). The shares fell 15% on Jul 23, the first session after the report.

Jul 22, 2026 reported14 firms0 raised10 cut

Median target$475 → $450−5% · 12 firms

Target changes0 raised10 cut · 2 kept

Share move−15%Jul 23 · $374.01 → $319.69

EPS vs consensusMissed 88%0.04 vs 0.32 expected

Every firm’s call 14

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 gained 18% ($377.36 on Oct 22), against a median target of $450 from these firms. Tesla consensus today


Bank of America	Buy	$460	$460	Kept	Jul 23
Baird	Buy	$475	$475	Kept	Jul 27
RBC Capital	Buy	$500	$480	−4%	Jul 27
Morgan Stanley	Hold	$417	$400	−4%	Jul 23
Cantor	Buy	$510	$485	−5%	Jul 23
TD Cowen	Buy	$490	$460	−6%	Jul 23
Mizuho	Buy	$480	$450	−6%	Jul 23
JP Morgan	Hold	$475	$445	−6%	Jul 23
Canaccord Genuity	Buy	$450	$410	−9%	Jul 23
Deutsche Bank	Buy	$465	$420	−10%	Jul 27
Piper Sandler	Buy	$500	$450	−10%	Jul 24
Truist	Hold	$430	$370	−14%	Jul 23
Oppenheimer	Hold	—	—	—	Jul 23
Needham	Hold	—	—	—	Jul 23

Earlier Tesla reports

Reported Apr 22, 20268 of 15 kept targetsMedian target −2%Shares −4%Reported Jan 28, 20265 of 10 kept targetsMedian target 0%Shares −3%Reported Oct 22, 202511 of 18 kept targetsMedian target +4%Shares +2%

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%

All earnings reactions

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