Baird has upgraded Tesla Inc (TSLA) to Outperform from Neutral, reflecting a more optimistic outlook on the company's future prospects. This upgrade, effective September 18, 2025, comes as Tesla continues to navigate the evolving landscape of the electric vehicle market.
Tesla, headquartered in Austin, Texas, is a leader in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. As of November 20, 2025, the company boasts a market capitalization of $1,343.6 billion, with a trailing twelve-month price-to-earnings ratio of 255.05 and earnings per share of 1.50.
The recent upgrade suggests improved fundamentals or enhanced confidence in Tesla's strategic direction. Analyst ratings and price targets are derived from extensive research and financial modeling, offering insights into market sentiment. However, investors should note that these assessments are based on assumptions that may change as new information emerges.
Upcoming earnings reports are also on the horizon, with Tesla scheduled to announce its Q2 2026 results on April 20, 2026, and Q3 2026 results on July 21, 2026. Analysts expect earnings per share of $0.38 and $0.44, respectively, as the company continues to adapt to market demands and competitive pressures.
As of November 1, 2025, the analyst consensus for Tesla stands at Hold, with 8 Strong Buy, 22 Buy, 19 Hold, 10 Sell, and 2 Strong Sell ratings, indicating a diverse range of opinions among market analysts. The recent upgrade by Baird underscores the potential for a positive shift in investor sentiment towards Tesla as it continues to innovate in the automotive and energy sectors.