Earnings reaction · TSLA

How analysts reacted to Tesla’s results

Tesla reported on October 21, 2026 (quarter ended Sep 2026). In the next sessions, 11 Wall Street firms published notes: 7 raised their price target and 3 kept it unchanged; none cut. The median target of the 10 firms with a before-and-after figure went from $413 to $436 (+6%). 2 firms upgraded the stock. The shares rose 3% on Oct 21, the day of the report.

Oct 21, 2026 reported11 firms7 raised0 cut

Median target$413 → $436+6% · 10 firms

Target changes7 raised0 cut · 3 kept · 2↑ 0↓ ratings

Share move+3%Oct 21 · $373.71 → $386.47

EPS vs consensusMissed 9%0.2 vs 0.22 expected

Every firm’s call 11

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 2% ($377.36 on Oct 22), against a median target of $436 from these firms. Tesla consensus today


CLSAUpgrade	Hold	$310	$400	+29%	Oct 22
UBS	Hold	$391	$425	+9%	Oct 22
Canaccord Genuity	Buy	$410	$442	+8%	Oct 22
Piper Sandler	Buy	$450	$475	+6%	Oct 22
JP Morgan	Hold	$415	$430	+4%	Oct 22
Morgan Stanley	Hold	$400	$410	+2%	Oct 22
Mizuho	Buy	$450	$460	+2%	Oct 22
TD Cowen	Buy	$460	$460	Kept	Oct 22
Goldman Sachs	Hold	$360	$360	Kept	Oct 22
Cantor	Buy	$485	$485	Kept	Oct 22
BNP ParibasUpgrade	Hold	—	—	—	Oct 22

Earlier Tesla reports

Reported Jul 22, 202610 of 14 cut targetsMedian target −5%Shares −15%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