Tesla's analyst fair value estimate has moved from US$395.57 to US$408.36, reflecting a split among analysts. Bullish views tie higher targets to AI, autonomy and a possible SpaceX merger, with Cantor Fitzgerald, Piper Sandler, Mizuho and Tigress citing targets in the US$460 to US$550 range. Cautious views point to cash burn, heavy capex and execution risk across Robotaxi, Cybercab, Optimus, Semi and Roadster. Phillip Securities raised its target to US$230 but keeps a Sell rating, while Wells Fargo sees the Cybercab launch as underwhelming and keeps an Underweight rating with a US$130 target.
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TSLATeslavaluationelectric vehiclesartificial intelligence
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Related tickers and likely impact
TSLA
▲ Likely positiveTesla, Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.5T |
| Close on 10/23/2026 | 372.21 |
| Change that session | -0.63% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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