{"id":2196,"date":"2025-11-17T16:42:38","date_gmt":"2025-11-17T16:42:38","guid":{"rendered":"https:\/\/retrotradingreport.com\/index.php\/2025\/11\/17\/tesla-stock-up-2-even-as-thiel-cuts-stake-heres-what-analysts-want-you-to-do\/"},"modified":"2025-11-17T16:42:38","modified_gmt":"2025-11-17T16:42:38","slug":"tesla-stock-up-2-even-as-thiel-cuts-stake-heres-what-analysts-want-you-to-do","status":"publish","type":"post","link":"https:\/\/retrotradingreport.com\/index.php\/2025\/11\/17\/tesla-stock-up-2-even-as-thiel-cuts-stake-heres-what-analysts-want-you-to-do\/","title":{"rendered":"Tesla stock up 2% even as Thiel cuts stake: here\u2019s what analysts want you to do"},"content":{"rendered":"
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Tesla stock traded higher on Monday after several analysts reiterated bullish views on the electric vehicle maker, citing optimism over its Full Self-Driving (FSD) technology and progress on the company\u2019s long-anticipated robotaxi platform.<\/p>\n

Tesla stock was up over 2% on Monday to trade at around $412.<\/p>\n

Stifel analyst Stephen Gengaro raised his price target on Tesla to $508 per share from $483, maintaining a Buy rating. <\/p>\n

The revised target implies roughly 26% upside from Friday\u2019s close. <\/p>\n

As per a CNBC report, Gengaro said Tesla\u2019s latest efforts to upgrade its autonomous driving system with \u201creasoning capabilities\u201d\u2014allowing vehicles to find parking or make smarter navigation decisions\u2014could help accelerate adoption.<\/p>\n

\u201cWe believe TSLA is very well positioned to deliver robust multi-year growth in 2024\u201327+,\u201d Gengaro wrote, highlighting Tesla\u2019s continued software innovation and sales momentum.<\/p>\n

Gengaro also cited Tesla\u2019s third-quarter performance, where the company posted revenue of $28.1 billion, exceeding analysts\u2019 expectations of $26.37 billion, according to LSEG data. <\/p>\n

Although Tesla\u2019s lower-cost vehicle lineup remains behind schedule, Gengaro believes its eventual introduction could help offset the expiration of the US electric vehicle tax credit.<\/p>\n

Robotaxi could be a key profit driver<\/h2>\n

TD Cowen reaffirmed its Buy rating and $509 price target on Tesla following its Mobility Bus tour in Austin, which included a visit to Giga Texas and firsthand rides in vehicles running Tesla\u2019s FSD Version 14.<\/p>\n

The firm said the test rides were \u201csmooth and impressive\u201d and noted improvements in the system\u2019s navigation and adaptability. <\/p>\n

Analysts also met with Tesla\u2019s investor relations team and came away with \u201cadded conviction\u201d in their bullish thesis.<\/p>\n

TD Cowen highlighted growing confidence in the Cybercab, Tesla\u2019s planned autonomous taxi, which could become a key revenue driver. <\/p>\n

The firm estimated that Cybercab\u2019s cost per mile could reach $0.30, down from a prior forecast of $0.38, giving Tesla a potential price advantage over ride-hailing rivals and personal mobility options.<\/p>\n

Thiel cuts stake, ARK reduces holdings<\/h2>\n

Investor moves in recent sessions underscored mixed sentiment around Tesla\u2019s short-term outlook.<\/p>\n

Peter Thiel\u2019s fund cut its Tesla holdings to 65,000 shares, down from 272,613, while adding positions in Apple and Microsoft, according to recent disclosures. <\/p>\n

Despite the reduction, Tesla remains Thiel\u2019s largest investment, valued at $28.91 million and comprising 38.83% of the fund\u2019s portfolio.<\/p>\n

Meanwhile, Cathie Wood\u2019s ARK Invest sold Tesla shares across four consecutive sessions from Nov. 7 to Nov. 12, paring exposure after the stock\u2019s strong multi-month run.<\/p>\n

In a separate development, Tesla CEO Elon Musk reignited tensions with Bill Gates, warning the Microsoft co-founder about his short position in Tesla stock.<\/p>\n

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Elon Musk<\/span><\/div>\n
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@elonmusk<\/span><\/a><\/p>\n
\u00b7<\/span>Follow<\/a><\/div>\n<\/div>\n<\/div>\n

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Replying to @teslaownersSV<\/a><\/p>\n

If Gates hasn\u2019t fully closed out the crazy short position he has held against Tesla for ~8 years, he had better do so soon<\/span><\/p>\n

5:23 pm \u00b7 16 Nov 2025<\/a><\/a><\/div>\n
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