Goldman Sachs Updates Tesla (NASDAQ:TSLA) Rating to "Neutral"

• Goldman Sachs maintains a "hold" action on Tesla (NASDAQ:TSLA), with a price target increase from $300 to $395, reflecting confidence in Tesla's long-term growth potential.
• CEO Elon Musk's recent $1 billion stock purchase underscores his belief in Tesla's future, potentially mitigating downside risk.
• Tesla's ventures into full self-driving technology, robotaxis, and the Optimus robotics segment are poised to drive transformative growth, with a base-case estimate projecting Tesla's stock price to reach $530 by December 2026.

On September 18, 2025, Goldman Sachs updated its rating for Tesla (NASDAQ:TSLA) to a "Neutral" grade, maintaining a "hold" action. At the time, Tesla's stock price was $422.41. Goldman Sachs had previously raised Tesla's price target to $395 from $300. Tesla, Inc. is a leading company in the autonomous robotics sector, known for its innovative approach to electric vehicles and technology.

Tesla's stock is experiencing a rally, driven by insider buying activity from CEO Elon Musk. Despite a current stock price of $416.85, which reflects a decrease of 2.12% or $9.01, the stock is aligning with its long-term potential. Musk's recent $1 billion stock purchase indicates his strong conviction in the company's future, potentially limiting downside risk.

Goldman Sachs analyst Mark Delaney notes that Tesla's new compensation package for Musk could enhance investor sentiment. This, combined with Tesla's ventures into full self-driving (FSD) technology, robotaxis, and the Optimus robotics segment, positions the company for transformative growth. These initiatives could lead to market capitalizations in the multi-trillion dollar range.

Tesla's stock has fluctuated today between a low of $416.56 and a high of $432.22, with a trading volume of 87.2 million shares. Over the past year, the stock reached a high of $488.54 and a low of $212.11. The company's market capitalization is approximately $1.34 trillion, reflecting its status as a premium asset in the market.

A base-case estimate projects Tesla's stock price to reach $530 by December 2026, supported by a forward price-to-sales ratio of 12 and anticipated revenue of $150 billion in Fiscal 2027. Tesla's transformative growth potential in artificial intelligence and robotics is a key driver for its future value, as highlighted by the company's recent upgrades to a "Strong Buy" rating.