Tesla stock price target raised to $374 from $330 at TD Cowen

Published 24/07/2025, 18:56
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Investing.com - TD Cowen has raised its price target on Tesla (NASDAQ:TSLA) to $374.00 from $330.00 while maintaining a Buy rating on the electric vehicle maker’s stock. The new target represents significant upside from Tesla’s current trading price of $303.47, though InvestingPro analysis suggests the stock is currently trading above its Fair Value.

The firm’s decision follows Tesla’s second-quarter results, which TD Cowen described as "mostly solid/in-line" with expectations. With trailing twelve-month revenue of $92.72 billion and a gross margin of 17.48%, the analyst note highlighted "encouraging AV updates" from the company during its earnings report.

TD Cowen acknowledged "cautious" near-term earnings commentary from Tesla, though indicated this was "unsurprising" in a quarter that likely won’t resolve many debates between bullish and bearish investors.

The firm emphasized that Tesla’s recent progress in autonomous vehicle technology and other upcoming catalysts are "too significant to ignore" despite the near-term earnings headwinds that are already "well-recognized" by the market.

TD Cowen maintained its tactical Buy recommendation on Tesla shares alongside the higher price target of $374.

In other recent news, Tesla reported its second-quarter earnings, with revenue reaching $22.5 billion, slightly below Benchmark’s estimate but above the consensus forecast. The company achieved a gross margin of 17%, surpassing both Benchmark’s and consensus expectations. However, free cash flow fell short of consensus estimates by approximately $200 million, according to Cantor Fitzgerald, which maintained its Overweight rating and $355 price target. HSBC reiterated its Reduce rating, citing structural issues in the auto sector and Tesla’s repeated earnings misses over recent quarters. Benchmark maintained its Buy rating with a $475 price target, despite the earnings miss. Oppenheimer also maintained its Perform rating, highlighting Tesla’s focus on autonomy and artificial intelligence. In partnership news, Tesla announced a collaboration with Sunrun (NASDAQ:RUN) to offer a home energy solution in Texas, combining solar and storage services with Tesla’s retail plan. This partnership aims to deliver lower electricity rates and backup power for Texas homeowners.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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