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Tesla gets low price target from Cowen as fellow Wall St firm expects ‘blockbuster’ Q4

(Credit: Tesla)

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Tesla (NASDAQ:TSLA) recently received a rather optimistic outlook from Cowen and Company, with analyst Jeffrey Osborne maintaining a Market Perform on the electric car maker. Yet despite this, the analyst also maintained an incredibly conservative price target for the company, with Osborne listing his expectations at $380 per share, $80 up from his previous $300 per share estimate. 

While Osborne did raise his price target on Tesla, his $380 per share estimate is still far below TSLA stock’s current level, which ended at $663.69 as of Monday’s close. The Cowen analyst’s price target update then assumes that TSLA stock is poised for a drop of over 40%, a rather steep dive. 

Cowen’s conservative stance on TSLA stock is very different from that of Global Equities Research, which recently noted that the fourth quarter would likely be yet another breakthrough for the electric car maker. In a recent note, Global Equities Research analyst Trip Chowdry stated that he is confident TSLA’s Q4 would be a “blockbuster.” Chowdry came to this conclusion following a factory check on December 26. 

As noted in a StreetInsider report, Chowdry highlighted that during his factory checks, Tesla employee activity as “extremely solid,” and that was on December 26, the day immediately following Christmas. The analyst also remarked that shipping and product were “extremely solid,” and with this, Tesla’s fourth-quarter performance would likely prove to be a “game-changer.”

Tesla is currently looking to deliver over 180,000 vehicles this fourth quarter. If the company is able to accomplish this, Tesla would be able to achieve its ambitious target of delivering half a million cars in 2020. The company has so far been silently executing on its Q4 goals, though CEO Elon Musk’s recent lighthearted tone on Twitter has incited speculations that Tesla may have a solid shot at meeting 2020’s delivery goal. 

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Disclaimer: I am long TSLA.

Don’t hesitate to contact us for news tips. Just send a message to tips@teslarati.com to give us a heads up.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla owners show off improvements with new Full Self-Driving v14 rollout

Some of the big things that Tesla faced head-on with the development and release of v14 were navigating in parking garages and handling parking after arriving at a destination.

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Credit: Tesla Europe & Middle East/X

Tesla owners with access to the company’s Full Self-Driving new version, v14, which rolled out on Tuesday morning, are showcasing some of the very impressive improvements that have arrived.

CEO Elon Musk called v14 “sentient” a few weeks ahead of its rollout, claiming the newest iteration of the company’s Full Self-Driving platform would be the most accurate to date.

Tesla FSD (Supervised) V14.1 with Robotaxi-style dropoffs is here

It was obvious this narrative had Tesla owners keeping their expectations high, as there were very evidently things that needed to be improved upon that were present in v13. I wrote about several improvements I was hoping to see, and based on the release notes for v14, Tesla did have these things in the works already.

Some of the big things that Tesla faced head-on with the development and release of v14 were navigating in parking garages and handling parking after arriving at a destination.

Tesla said it was working to increase the capabilities of Summon within parking garages, as many owners believe that is where it would be the most beneficial.

While that does not appear to be part of this initial v14 rollout, it does seem Tesla is focused on improving the suite’s ability to navigate through these garages, including stopping for a ticket to enter the facility, finding a spot, and parking in an appropriate space.

It was evident this was a huge improvement based on one example from an owner who received v14:

If you look closely, you will even see the car shift slightly to the right when it arrives at the ticketing station, making it easier for the driver to hand over their ticket and payment. It then moves back out to the right when leaving to return to the center of the lane. It’s very intuitive.

Additionally, it appears to be more accurate when parking, thanks to improvements that enable owners to select the type of parking upon arrival at a destination.

In the v14.1 release notes, Tesla said that it has added “Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, in a Parking Garage, or at the Curbside.”

One owner chose to navigate home and chose a garage to park in. Full Self-Driving performed it without any issues:

These are just two evident improvements so far, and there are likely many more on the way. The changes and fixes will be tracked by anyone with access to FSD v14 in the coming weeks.

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Tesla Optimus steals the show during TRON: ARES premiere

Now that kung-fu Optimus demonstration makes sense.

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Credit: Tesla Optimus/X

Just a few days ago, Elon Musk shared a video of Tesla Optimus demonstrating some kung fu moves with a human partner. The video was impressive, though some were confused about why the Optimus team was busying itself with what appeared to be a cool but frivolous demonstration. 

With the premiere of TRON: ARES, we now know that Optimus’ kung fu demonstration was part of the robot’s preparations for the red carpet. 

Optimus “starts a fight”

As noted by X Business on its official account on the social media platform, the TRON: ARES red carpet world premiere was a showcase of today’s AI-powered technologies. With this in mind, xAI, X, Walt Disney, and Tesla collaborated to provide attendees with an immersive experience on real-world AI. This included Optimus engaging with attendees, and even distributing theater concessions. 

But one black and red painted Optimus unit definitely stole the show. The humanoid robot, in front of several attendees, attempted to “pick a fight” with Jared Leto, who starts in the movie alongside Greta Lee, Evan Peters, and Jeff Bridges. As could be seen in the video of Optimus, the robot’s moves in the red carpet were similar to the kung fu demonstration that Elon Musk showcased last week. 

TRON: ARES

Monique Pintarelli, Head of Americas at X, shared some insights about the event, which ended up being a collaboration of sorts between several Elon Musk-led companies. 

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“This partnership with Disney lets fans and stars experience the world of TRON like never before – turning the red carpet event into a collision between the real world and AI. By leveraging X’s unparalleled real-time engagement and xAI’s cutting-edge technology alongside Tesla’s Optimus robots, we’re creating shared, immersive experiences that redefine storytelling,” the X executive noted.

TRON: ARES releases on U.S. theaters on October 10, 2025. 

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Tesla FSD (Supervised) V14.1 with Robotaxi-style dropoffs is here

This represents FSD’s most significant update in nearly a year.

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Credit: Sawyer Merritt/X

Tesla has started the rollout of Full Self-Driving (Supervised) V14.1, the advanced driver-assist system’s most significant update in nearly a year. The release introduces vision-based navigation for real-time detour handling and a new “Arrival Options” feature that simulates Robotaxi-style drop-offs.

New Tesla Vision-based features

With Version 14.1, Tesla has integrated navigation and routing directly into its vision-based neural network, enabling the system to respond to scenarios such as blocked roads or closures in real time. The update also enhances emergency vehicle detection, allowing the car to pull over or yield when police, fire, or ambulances are nearby.

Other improvements include refined responses to debris, school buses, and lane cut-ins, as well as smoother handling of unprotected turns and gated entries. The update also adds a Robotaxi-style automatic camera-cleaning system. Tesla also promises improved fault recovery for greater reliability during degraded system operation.

New Speed Profiles and other features

Drivers can now personalize FSD’s behavior more precisely through new Speed Profiles. A new “Sloth” mode has joined the lineup, offering a more conservative lane and speed selection than “Chill.” Preferences for parking and arrival positions are saved per destination, while the system’s reasoning model automatically recommends several options for each route.

Users can start FSD from a single tap, adjust settings from the central visualization, and expect fewer driver “nags,” according to Elon Musk. The CEO noted that Version 14 features a 10x higher parameter count and said it “feels sentient” compared to earlier builds. While it’s still a supervised system, unlike the Austin Robotaxi pilot, FSD 14.1 seems to be a key milestone toward the refinement of Tesla’s autonomous driving efforts.

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FSD (Supervised) V14.1 release notes

Following are the release notes for FSD (Supervised) V14.1:

FSD(Supervised) v14.1 includes:

• Added Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, in a Parking Garage, or at the Curbside.

• Added handling to pull over or yield for emergency vehicles (e.g. police cars, fire trucks, ambulances).

• Added navigation and routing into the vision-based neural network for real-time handling of blocked roads and detours.

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• Added additional Speed Profile to further customize driving style preference.

• Improved handling for static and dynamic gates.

• Improved offsetting for road debris (e.g. tires, tree branches, boxes).

• Improve handling of several scenarios including: unprotected turns, lane changes, vehicle cut-ins, and school buses.

Improved FSD’s ability to manage system faults and recover smoothly from degraded operation for enhanced reliability.

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• Added automatic narrow field washing to provide rapid and efficient front camera self-cleaning, and optimize aerodynamics wash at higher vehicle speed.

• Added alerting for residue build-up on interior windshield that may impact front camera visibility. If affected, visit Service for cleaning!

Upcoming Improvements:

• Overall smoothness and sentience

• Parking spot selection and parking quality

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• You can now select an arrival option such as Parking Lot, Street, Driveway, Parking Garage and Curbside for Robotaxi-style drop offs.

• Your preferences for arrival options and preferred parking positions are persisted for each destination.

• Our reasoning model will assess the suitable options for your destination and pick an intuitive default.

Speed Profiles:

FSD (Supervised) will now determine the appropriate speed based on a mix of driver profile, speed limit, and surrounding traffic:

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• Introduced new Speed Profile SLOTH, which comes with lower speeds & more conservative lane selection than CHILL.

• Driver profile now has a stronger impact on behavior. The more assertive the profile, the higher the max speed.

• Right scroll-wheel up/down now adjusts Speed Profile setting rather than your precise max speed offset selection in mph/kph.

UI Improvements:

• Start Self-Driving with a tap of the touchscreen from Park, or any time during your drive.

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• Adjust settings like the Speed Profile and Arrival Options directly from the Autopilot visualization on the center display.

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