Fire Incident at Tesla Showroom: A fire at a Tesla showroom in Pennes-Mirabeau, France, resulted in the destruction of 24 vehicles, with authorities suspecting arson due to a hole found in the fence. No casualties were reported, and Tesla plans to conduct an internal investigation.
Sales Performance in France: Despite the fire incident, Tesla experienced an 83% year-over-year increase in sales in France for October 2025, attributed to government incentives for electric vehicles.
Decline in European Sales: Tesla's overall sales in Europe fell by 10.5% year-over-year in September, despite the Model Y being the best-selling vehicle in the region, indicating a 29% year-to-date sales drop.
Stock Price Movement: Following the news, Tesla's stock price dropped 6.6% to $401.99 during regular trading and further declined to $400.40 in after-hours trading.
TSLA
$487.965+Infinity%1D
Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSLA is 384.14 USD with a low forecast of 19.05 USD and a high forecast of 600.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
34 Analyst Rating
Wall Street analysts forecast TSLA stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSLA is 384.14 USD with a low forecast of 19.05 USD and a high forecast of 600.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Buy
10 Hold
10 Sell
Hold
Current: 488.730
Low
19.05
Averages
384.14
High
600.00
Current: 488.730
Low
19.05
Averages
384.14
High
600.00
Canaccord
Buy
maintain
$482 -> $551
2025-12-23
New
Reason
Canaccord
Price Target
$482 -> $551
2025-12-23
New
maintain
Buy
Reason
Canaccord raised the firm's price target on Tesla to $551 from $482 and keeps a Buy rating on the shares. The firm reduced its Q4 delivery outlook for Tesla to 427,000 from 470,000, citing a sharper than anticipated deterioration in demand, with weakness broad-based across products and regions. However, even with the Q4 estimate cut, Canaccord sees "constructive developments beneath the surface" for Tesla. The recent share rally shows the market is looking through Q4, the analyst tells investors in a research note. The firm believes the end of U.S. electric vehicle subsidies, while a near-term drag on demand, is "forcing a healthier, more durable market to emerge." Tesla "still stands alone in the U.S. with a truly scaled, integrated EV franchise," according to Canaccord. Meanwhile, the analyst believes electric vehicle adoption is "rising quickly" in emerging markets such as Thailand, Vietnam, and Brazil. Tesla's robotaxi rollout is progressing, the firm adds. Canaccord says the company's underlying positives outweigh the near-term earnings reset.
Deutsche Bank
Buy
maintain
$470 -> $500
2025-12-19
New
Reason
Deutsche Bank
Price Target
$470 -> $500
2025-12-19
New
maintain
Buy
Reason
Deutsche Bank raised the firm's price target on Tesla to $500 from $470 and keeps a Buy rating on the shares. The firm increased the price target into the Q4 deliveries report.
Truist
William Stein
Hold
maintain
$406 -> $444
2025-12-19
New
Reason
Truist
William Stein
Price Target
$406 -> $444
2025-12-19
New
maintain
Hold
Reason
Truist analyst William Stein raised the firm's price target on Tesla to $444 from $406 and keeps a Hold rating on the shares. The firm adjusted price targets in the semiconductor and artificial intelligence group after establishing 2027 estimates. Truist recognizes the challenges of finding the power to run AI infrastructure and getting the funding to pay for it. However, the firm believes AI infrastructure semiconductor stocks "remain cheap" relative to their growth. It sees "more upside pressure" to estimates for the group relative to the diversified analog semis heading into 2026. AI capital expenditure upside will continue in 2026, the analyst tells investors in a research note.
Goldman Sachs
Mark Delaney
Neutral
maintain
$400
2025-12-17
Reason
Goldman Sachs
Mark Delaney
Price Target
$400
2025-12-17
maintain
Neutral
Reason
Goldman Sachs analyst Mark Delaney tells investors in a research note that the firm does not expect a disruption to Tesla's business in California following a report that said Tesla could be suspended from sales in the state for 30 days if it does not change how it is marketing its Autopilot system. Given that the ruling gives Tesla time to comply, and given that Tesla has changed or used alternative names when marketing ADAS features in the past, the firm maintains a Neutral rating and $400 price target on Tesla shares.
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
