ARK Invest founder Cathie Wood has previously stated that she is quite confident that the vote on Elon Musk’s 2025 Performance Award would pass.
Musk’s 2025 pay plan will be decided at Tesla’s 2025 Annual Shareholder Meeting, which will be held on November 6 in Giga Texas.
The firm also kept a Neutral rating on the electric vehicle maker, citing strong progress in autonomy and robotics.
Denholm’s letter emphasized Tesla is at a “critical inflection point” as it scales AI-driven projects such as Full Self-Driving (FSD) and Optimus.
The firm cited upcoming production milestones for the Cybercab, Semi, and Optimus as key drivers behind its revised valuation.
Tesla’s third-quarter 2025 results delivered the highest quarterly revenue in company history, and Wall Street analysts are taking notice.
From record global deliveries to new AI breakthroughs, Megablock energy tech & next-gen Superchargers, Tesla showed why it’s still miles ahead.
The following are live updates from Tesla’s Q3 2025 earnings call.
Tesla’s Q3 earnings come on the heels of a quarter where the company produced over 447,000 vehicles, delivered over 497,000 vehicles, and deployed 12.5 GWh of...
The automaker delivered a record 497,099 vehicles and logged its highest-ever energy storage sales in Q3 2025.
The letter comes ahead of Tesla’s 2025 Annual Meeting, where shareholders will vote on several key proposals.
Analyst Dan Levy adjusted his price target for TSLA stock from $275 to $350, while maintaining an "Equal Weight" rating for the EV maker.
The firm’s projections for Tesla still include an estimated 525,000 active Robotaxis by 2030.
Stifel also maintained a “Buy” rating for the electric vehicle maker.
The firm reiterated its Overweight rating and $355 price target.
As per Tesla's Q3 2025 vehicle delivery and production report, the bulk of the company's numbers came from its mass-market lineup.
Tesla stock ended the third quarter at $444.72 per share, giving the EV maker a market cap of $1.479 trillion at the end of Q3 2025.
Musk posted his criticism of the firm in a post on social media platform X.
The revised target implies about 10% upside from Tesla’s last close at $443.21.
Musk’s pay package will be voted on by Tesla shareholders at the annual meeting of stockholders this coming November 6.
