Why Elon Musk's $1 trillion compensation plan at Tesla is likely to pass in the upcoming vote
Written by Emily J. Thompson, Senior Investment Analyst
Source: MarketWatch
Updated: Nov 05 20250mins
Musk's Threat: Elon Musk has threatened to leave Tesla if investors do not approve a compensation plan that could potentially earn him up to $1 trillion.
Shareholder Sentiment: Analysts believe that a significant portion of Tesla's shareholders view Musk as integral to the company's identity and success.
Analyst Perspective: Cantor Fitzgerald analyst Andres Sheppard suggests that Tesla could still thrive without Musk, indicating a potential shift in shareholder confidence.
Risk Assessment: Despite Musk's ultimatum, analysts do not expect shareholders to take the risk of losing him lightly.
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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 382.54 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
14 Buy
10 Hold
10 Sell
Hold
Current: 404.350
Low
19.05
Averages
382.54
High
600.00
Current: 404.350
Low
19.05
Averages
382.54
High
600.00
Stifel
Buy
maintain
$483 -> $508
2025-11-17
New
Reason
Stifel
Price Target
$483 -> $508
2025-11-17
New
maintain
Buy
Reason
Stifel raised the firm's price target on Tesla to $508 from $483 and keeps a Buy rating on the shares. After "strong" Q3 sales, the firm expects some headwinds for auto sales following the expiration of the U.S. EV tax credit, but the firm also believes Tesla is making strong progress on FSD and Robotaxi, both of which it view as critical to value creation. The firm is raising its price target based on its sum-of-the-parts analysis, the analyst noted.
BofA
Neutral
maintain
$341 -> $471
2025-10-29
Reason
BofA
Price Target
$341 -> $471
2025-10-29
maintain
Neutral
Reason
BofA raised the firm's price target on Tesla to $471 from $341 and keeps a Neutral rating on the shares. The firm cites its sum-of-the-parts analysis for the target hike. The higher target reflects a lower cost of equity capital, Tesla's better robotaxi progress, and a higher valuation for Optimus given the potential entrance into international markets, the analyst tells investors in a research note. BofA views Tesla as the leader in physical artificial intelligence but says the stock's valuation is "stretched."
Cantor Fitzgerald
Overweight
upgrade
$355 -> $510
2025-10-27
Reason
Cantor Fitzgerald
Price Target
$355 -> $510
2025-10-27
upgrade
Overweight
Reason
Cantor Fitzgerald raised the firm's price target on Tesla to $510 from $355 and keeps an Overweight rating on the shares. Tesla beat estimates on Q3 revenue, gross margin, and free cash flow, though adjusted EPS was slightly below expectations, the analyst tells investors in a research note. Overall, Cantor remains bullish on Tesla over the medium-to-long-term, but suggests waiting for a potential pullback for a better entry point.
Freedom Capital
Dmitriy Pozdnyakov
Sell
to
Hold
upgrade
$338 -> $406
2025-10-24
Reason
Freedom Capital
Dmitriy Pozdnyakov
Price Target
$338 -> $406
2025-10-24
upgrade
Sell
to
Hold
Reason
Freedom Capital analyst Dmitriy Pozdnyakov upgraded Tesla to Hold from Sell with a price target of $406, up from $338. The firm believes Tesla's Q3 report shows it is "nearing the realization of its new segment potential." The company's updated model lineup stabilized electric vehicle delivery volumes, and it is likely Tesla could return to growth in deliveries, the analyst tells investors in a research note. Freedom cites early signs of delivery stabilization for the upgrade.
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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
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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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