Investor's Corner
Tesla Model 3 production appears to have surpassed the 6k/week mark
Less than a week after crossing the 100,000-vehicle mark in new Model 3 VIN registrations, Tesla has seemingly achieved yet another milestone in its efforts to ramp the production of the electric sedan. After more than a year filled with bottlenecks, missed deadlines, and intense “burst production” weeks, Tesla appears to have achieved a production rate of more than 6,000 vehicles per week.
The updated estimates for Tesla’s Model 3 production are reflected in Bloomberg‘s online tracker, which uses data from official US government resources, social media reports, and direct communication from Tesla owners themselves. The publication’s tracker has gotten more accurate over the past few months, to the point where its Q2 estimates were only off by around 2% from Tesla’s actual figures.
Bloomberg‘s tracker has been showing a steady upward trend in terms of the Model 3’s production since August started. When Tesla registered its 100,000th VIN for the Model 3, the publication’s tracker estimated the company’s weekly production rate for the electric car to be at around 5,800 per week. These figures were updated today, with the production tracker now showing an estimated weekly production rate of 6,278 Model 3 per week.
Tesla’s seemingly improving Model 3 ramp was the product of a long year filled with trials and tribulations for the company and its CEO. Elon Musk recently noted in an interview that the past 12 months, much of which was spent ramping the production of the Model 3, had been one of the most difficult and painful years of his career. Nevertheless, Tesla’s production ramp for the Model 3 appears to have reached a breakthrough sometime in July, following the “burst production week” implemented in the final week of June that enabled the company to produce 5,000 Model 3 per week for the first time.
During the first weeks of Q3, Tesla exhibited signs that the Model 3’s production was moving at a healthy pace. More than 19,000 new VINs were registered during the first half of July, vehicle delivery systems were optimized, and hiring was also ramped. Musk mentioned the vehicle’s improving production figures during the Q2 2018 earnings call as well, when he stated that Tesla was able to sustain a weekly production rate of 5,000 Model 3 during “multiple weeks” in July.
It should be noted that while manufacturing 6,000 Model 3 per week is a notable feat for Tesla, the vehicle’s production ramp is only a bit more than halfway done. Tesla intends to produce as many as 10,000 Model 3 per week sometime next year, which would enable the company to saturate both the United States and other territories with the electric car. Despite being only halfway complete, the production ramp of the Model 3 is already starting to be felt by the US auto industry. In July alone, the Model 3 was able to outsell the Chevy Bolt EV — arguably its most formidable competitor today — 12:1. The Model 3 was also listed at No. 7 in GoodCarBadCar‘s list of America’s Top 20 Best Selling Cars, which included gas-powered vehicles like the Toyota Camry and the Honda Civic.
Investor's Corner
Tesla wins $508 price target from Stifel as Robotaxi rollout gains speed
The firm cited meaningful progress in Tesla’s robotaxi roadmap, ongoing Full Self-Driving enhancements, and the company’s long-term growth initiatives.
Tesla received another round of bullish analyst updates this week, led by Stifel, raising its price target to $508 from $483 while reaffirming a “Buy” rating. The firm cited meaningful progress in Tesla’s robotaxi roadmap, ongoing Full Self-Driving enhancements, and the company’s long-term growth initiatives.
Robotaxi rollout, FSD updates, and new affordable cars
Stifel expects Tesla’s robotaxi fleet to expand into 8–10 major metropolitan areas by the end of 2025, including Austin, where early deployments without safety drivers are targeted before year-end. Additional markets under evaluation include Nevada, Florida, and Arizona, as noted in an Investing.com report. The firm also highlighted strong early performance for FSD Version 14, with upcoming releases adding new “reasoning capabilities” designed to improve complex decision-making using full 360-degree vision.
Tesla has also taken steps to offset the loss of U.S. EV tax credits by launching the Model Y Standard and Model 3 Standard at $39,990 and $36,990, Stifel noted. Both vehicles deliver more than 300 miles of range and are positioned to sustain demand despite shifting incentives. Stifel raised its EBITDA forecasts to $14.9 billion for 2025 and $19.5 billion for 2026, assigning partial valuation weightings to Tesla’s FSD, robotaxi, and Optimus initiatives.
TD Cowen also places an optimistic price target
TD Cowen reiterated its Buy rating with a $509 price target after a research tour of Giga Texas, citing production scale and operational execution as key strengths. The firm posted its optimistic price target following a recent Mobility Bus tour in Austin. The tour included a visit to Giga Texas, which offered fresh insights into the company’s operations and prospects.
Additional analyst movements include Truist Securities maintaining its Hold rating following shareholder approval of Elon Musk’s compensation plan, viewing the vote as reducing leadership uncertainty.
@teslarati Tesla Full Self-Driving yields for pedestrians while human drivers do not…the future is here! #tesla #teslafsd #fullselfdriving ♬ 2 Little 2 Late – Levi & Mario
Investor's Corner
Tesla receives major institutional boost with Nomura’s rising stake
The move makes Tesla Nomura’s 10th-largest holding at about 1% of its entire portfolio.
Tesla (NASDAQ:TSLA) has gained fresh institutional support, with Nomura Asset Management expanding its position in the automaker.
Nomura boosted its Tesla holdings by 4.2%, adding 47,674 shares and bringing its total position to more than 1.17 million shares valued at roughly $373.6 million. The move makes Tesla Nomura’s 10th-largest holding at about 1% of its entire portfolio.
Institutional investors and TSLA
Nomura’s filing was released alongside several other fund updates. Brighton Jones LLC boosted its holdings by 11.8%, as noted in a MarketBeat report, and Revolve Wealth Partners lifted its TSLA position by 21.2%. Bison Wealth increased its Tesla stake by 52.2%, AMG National Trust Bank increased its position in shares of Tesla by 11.8%, and FAS Wealth Partners increased its TSLA holdings by 22.1%. About 66% of all outstanding Tesla shares are now owned by institutional investors.
The buying comes shortly after Tesla reported better-than-expected quarterly earnings, posting $0.50 per share compared with the $0.48 consensus. Revenue reached $28.10 billion, topping Wall Street’s $24.98 billion estimate. Despite the earnings beat, Tesla continues to trade at a steep premium relative to peers, with a market cap hovering around $1.34 trillion and a price-to-earnings ratio near 270.
Recent insider sales
Some Tesla insiders have sold stock as of late. CFO Vaibhav Taneja sold 2,606 shares in early September for just over $918,000, reducing his personal stake by about 21%. Director James R. Murdoch executed a far larger sale, offloading 120,000 shares for roughly $42 million and trimming his holdings by nearly 15%. Over the past three months, Tesla insiders have collectively sold 202,606 shares valued at approximately $75.6 million, as per SEC disclosures.
Tesla is currently entering its next phase of growth, and if it is successful, it could very well become the world’s most valuable company as a result. The company has several high-profile projects expected to be rolled out in the coming years, including Optimus, the humanoid robot, and the Cybercab, an autonomous two-seater with the potential to change the face of roads across the globe.
@teslarati Tesla Full Self-Driving yields for pedestrians while human drivers do not…the future is here! #tesla #teslafsd #fullselfdriving ♬ 2 Little 2 Late – Levi & Mario
Investor's Corner
Ron Baron states Tesla and SpaceX are lifetime investments
Baron, one of Tesla’s longest-standing bulls, reiterated that his personal stake in the company remains fully intact even as volatility pressures the broader market.
Billionaire investor Ron Baron says he isn’t touching a single share of his personal Tesla holdings despite the recent selloff in the tech sector. Baron, one of Tesla’s longest-standing bulls, reiterated that his personal stake in the company remains fully intact even as volatility pressures the broader market.
Baron doubles down on Tesla
Speaking on CNBC’s Squawk Box, Baron stated that he is largely unfazed by the market downturn, describing his approach during the selloff as simply “looking” for opportunities. He emphasized that Tesla remains the centerpiece of his long-term strategy, recalling that although Baron Funds once sold 30% of its Tesla position due to client pressure, he personally refused to trim any of his personal holdings.
“We sold 30% for clients. I did not sell personally a single share,” he said. Baron’s exposure highlighted this stance, stating that roughly 40% of his personal net worth is invested in Tesla alone. The legendary investor stated that he has already made about $8 billion from Tesla from an investment of $400 million when he started, and believes that figure could rise fivefold over the next decade as the company scales its technology, manufacturing, and autonomy roadmap.
A lifelong investment
Baron’s commitment extends beyond Tesla. He stated that he also holds about 25% of his personal wealth in SpaceX and another 35% in Baron mutual funds, creating a highly concentrated portfolio built around Elon Musk–led companies. During the interview, Baron revisited a decades-old promise he made to his fund’s board when he sought approval to invest in publicly traded companies.
“I told the board, ‘If you let me invest a certain amount of money, then I will promise that I won’t sell any of my stock. I will be the last person out of the stock,’” he said. “I will not sell a single share of my shares until my clients sold 100% of their shares. … And I don’t expect to sell in my lifetime Tesla or SpaceX.”
Watch Ron Baron’s CNBC interview below.
@teslarati :rotating_light: This is why you need to use off-peak rates at Tesla Superchargers! #tesla #evcharging #fyp ♬ Blue Moon – Muspace Lofi
Tesla scores major court win as judge rejects race bias class action
Tesla Holiday Update is incoming, and the wishlist is Merry and Bright
Tesla wins $508 price target from Stifel as Robotaxi rollout gains speed
-
News2 weeks agoTesla shares rare peek at Semi factory’s interior
-
Elon Musk2 weeks agoTesla says texting and driving capability is coming ‘in a month or two’
-
News1 week agoTesla makes online ordering even easier
-
News1 week agoTesla Model Y Performance set for new market entrance in Q1
-
News2 weeks agoTesla Cybercab production starts Q2 2026, Elon Musk confirms
-
News1 week agoTesla is launching a crazy new Rental program with cheap daily rates
-
News2 weeks agoTesla China expecting full FSD approval in Q1 2026: Elon Musk
-
News2 weeks agoTesla Model Y Performance is rapidly moving toward customer deliveries