Wall Street analyst calls: Sep 29 – Oct 5, 2025

Biggest price-target increases 6

TeslaSellJP Morgan · Raised price target +30%, kept rating · Oct 3, 2025 $150from $115 LucidHoldCantor · Raised price target +30%, kept rating · Sep 29, 2025 $26from $20 FordSellWells Fargo · Raised price target +25%, kept rating · Oct 3, 2025 $10from $8 RivianHoldGoldman Sachs · Raised price target +25%, kept rating · Sep 29, 2025 $15from $12 TeslaHoldGoldman Sachs · Raised price target +8%, kept rating · Oct 3, 2025 $425from $395 TeslaSellHSBC · Raised price target +6%, kept rating · Sep 29, 2025 $127from $120

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All notes 13

1. JP Morgan Lifts Tesla’s Price Target to $150, Maintains ‘Underweight’ RatingFri, Oct 3
2. Goldman Sachs Increases Tesla’s Price Target to $425Fri, Oct 3
3. Wells Fargo Raises Ford’s Price Target to $10Fri, Oct 3
4. Cantor Fitzgerald Keeps ‘Overweight’ Rating on NvidiaFri, Oct 3
5. William Blair Comments on Tesla’s Q3 Deliveries ResultsThu, Oct 2
6. CFRA Reiterates $8 Price Target and ‘Sell’ Rating on RivianThu, Oct 2
7. Oppenheimer Maintains Tesla’s ‘Perform’ Rating After Q3 DeliveriesThu, Oct 2
8. William Blair Reiterates ‘Market Perform’ Rating on TeslaWed, Oct 1
9. Canaccord Increases Tesla’s PT from $333 to $490Tue, Sep 30
10. Cantor Raises Lucid Price Target to $26 After Investor MeetingsMon, Sep 29
11. HSBC Increases Tesla’s Price Target to $127Mon, Sep 29
12. Benchmark Reiterates Tesla’s ‘Buy’ Rating Ahead of Q3 DeliveriesMon, Sep 29
13. Goldman Sachs Raises Rivian’s Price Target to $15Mon, Sep 29