Key Wall Street Ratings Updates on Friday
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 13 2026
0mins
Should l Buy TSLA?
Source: CNBC
- Nvidia Price Target Raised: Daiwa increased Nvidia's price target from $205 to $215, anticipating that CEO Jensen Huang will showcase multiple AI success stories at the upcoming GTC Conference, which could positively impact the company's future performance.
- Qiagen Upgrade to Buy: Deutsche Bank upgraded Qiagen from hold to buy, noting that despite a nearly 30% drop in shares since January, the current price reflects the removal of any acquisition premium, suggesting potential for future price recovery.
- Nio Earnings Visibility: HSBC upgraded Nio from hold to buy, highlighting that new models and growth in its core portfolio may support volume growth and margin expansion, thereby enhancing its competitive position in the EV market.
- Linde Pricing Power: JPMorgan upgraded Linde from neutral to overweight, asserting that the chemical company possesses strong pricing power under current market conditions, which could help it maintain a competitive edge in the industry.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to rise
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 392.500
Low
25.28
Averages
401.93
High
600.00
Current: 392.500
Low
25.28
Averages
401.93
High
600.00
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.
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- Delivery Data: The company delivered 358,023 vehicles in Q1, falling short of the 365,000 vehicle consensus estimate, despite producing 408,386 vehicles, highlighting a mismatch between production capacity and market demand.
- Capital Expenditure Concerns: Analysts express concerns that Tesla may push capital spending above $20 billion in 2026 due to investments in Terafab and other AI-related projects, which could impact the company's financial health and future growth potential.
- Market Reaction Expectations: Options trading suggests a potential 6% share price move following the earnings report, with investors keenly awaiting Elon Musk's presentation, particularly regarding the robotaxi rollout, which could influence Tesla's competitive position against rivals.
See More
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- Increased Cash Burn: Tesla's capital expenditures are projected to exceed $19 billion this year, more than doubling from $9 billion last year, leading to a cash burn of $4.9 billion, which could negatively impact the company's short-term financial health.
- Widening Delivery and Production Gap: Tesla delivered 358,023 vehicles in Q1, showing year-over-year growth, but produced 408,386 vehicles, resulting in a delivery-production gap of over 50,000 units, indicating pressure on demand absorption that investors will closely monitor.
- Shift in Future Investment Focus: Tesla plans to direct most of its investments towards Cybercab production lines and Optimus robots rather than traditional EV models, with CEO Elon Musk stating that 2026 will be a “big capex year,” indicating the company's preparation for future technological transformations.
See More
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- Market Outlook Assessment: Tesla's robotaxi business is seen as a natural evolution in the electric vehicle market, with analysts projecting that by 2028, robotaxis will contribute over $2 billion in gross profit, accounting for 6.9% of Tesla's total gross profit, highlighting its potential profitability and market significance.
- Significant Cost Advantage: CEO Elon Musk has indicated that operational costs for robotaxis could be as low as $0.20 per mile, a cost advantage that could fundamentally transform the transportation market and attract more consumers to choose electric autonomous taxis.
- Huge Growth Potential: According to S&P Global Market Intelligence, analysts expect Tesla's total gross profit to grow from $17.1 billion in 2025 to $29.1 billion in 2028, with a compound annual growth rate of 19.4%, and robotaxi gross profit projected to reach $12 billion by 2029, making up 29% of total gross profit.
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See More
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- Surge in Trading Volume: Lucid Group's trading volume reached 46.9 million shares, approximately 379% above its three-month average, indicating strong investor interest in the company's future developments, particularly under the new CEO's leadership.
- Stock Performance: Lucid's stock rose 5.33% to $7.11, despite a 93% decline since its IPO in 2020, reflecting market optimism regarding its partnership with Uber.
- CEO Transition Impact: The appointment of new CEO Silvio Napoli has drawn market attention, with investors eager to see if he can drive EV sales through the launch of the new Gravity SUV, which will likely influence Lucid's future stock price trajectory.
See More
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- Trump Praises Cook: In a Truth Social post, Trump referred to Cook as an 'incredible guy,' highlighting how Cook effectively navigated significant issues impacting Apple during his presidency, underscoring the importance of Cook's role in business-government relations.
- Tariff Exemption Success: Cook successfully secured a tariff exemption from the Trump administration for Apple products, saving the company billions last year, which directly impacted Apple's profitability and competitive positioning in the market.
- Manufacturing Commitment: During meetings with Trump, Cook committed to a $100 billion investment in U.S. manufacturing, further solidifying Apple's presence in the American market and potentially boosting local economic growth.
- New CEO Transition: Cook will step down as CEO on September 1, with Senior Vice President of Hardware Engineering John Ternus taking over, while Apple stated that Cook will continue to engage with global policymakers, ensuring the company maintains its strategic advantages in the policy landscape.
See More
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- New CEO Appointment: Lucid has appointed Silvio Napoli as its new CEO, whose extensive experience in industrial manufacturing, despite lacking automotive roots, is expected to enhance the company's cost discipline and operational scaling, laying a foundation for future growth.
- Funding Developments: Ayar Third Investment Company has agreed to purchase $550 million of convertible preferred stock, while Uber Technologies will increase its investment in Lucid to $500 million, providing crucial support for Lucid's expansion and operations.
- Public Offering Pricing: Lucid has priced a public offering of common stock expected to raise $300 million in gross proceeds, which will further bolster the company's liquidity, although cash flow pressures remain a concern.
- Cash Flow Challenges: Despite achieving eight consecutive quarters of record deliveries in 2025, Lucid faced a negative cash flow of $1.25 billion in Q4, leading analysts to predict that the company's cash runway could be exhausted by 2027 without additional capital raises.
See More
