Tesla Stock Gains Momentum as Analysts Raise Price Targets Amid Strong AI and Vehicle

Credit: Tesla

Tesla Inc. (NASDAQ: TSLA) has recently experienced a surge in investor confidence, leading to significant increases in its stock price and analyst price targets. Several factors have contributed to this positive shift, including strong vehicle demand, advancements in autonomous driving technology, and a renewed focus on AI-driven initiatives.

In September 2025, Tesla's stock price rose approximately 32%, closing at $440.40, near its all-time high of $488.54. Analysts have adjusted their price targets accordingly. Wedbush analyst Dan Ives raised his target to $600, citing Tesla's leadership in AI and robotics, including the rollout of robotaxis and the upcoming release of the Optimus humanoid robot in 2026. Similarly, Deutsche Bank increased its target to $435, highlighting CEO Elon Musk's focus on Tesla's core initiatives and the company's position as a leader in embodied AI 

These developments have alleviated previous concerns among investors, leading to a more optimistic outlook for Tesla's future performance. While challenges remain, such as competition in European markets, the company's strategic initiatives in AI and robotics are expected to drive long-term growth.

As of the latest data, Tesla's stock price stands at $440.40, reflecting a 32% increase over the past month and a 67% rise year-over-year. Analyst consensus estimates suggest a potential upside, with targets ranging from $341 to $600.

$TSLA IR-compiled 3Q consensus deliveries for next week is 443.1K -4.3% YoY and +15.4% QoQ. Our 3Q estimate remains 470K so we are still looking for a material beat when TSLA reports 3Q deliveries and production on 10/2. The FY’2025 consensus is 1,603.2K so -10.4% YoY. pic.twitter.com/yuFh9Igvb9

— Gary Black (@garyblack00) September 26, 2025