Tesla, Inc. (NASDAQ:TSLA) is one of the AI Stocks Analysts Are Watching Closely. On January 16, Barclays reiterated Tesla and Rivian as “Equal Weight,” stating that fundamentals remain an “afterthought” for both stocks.
“We would describe the 2025 stock performance of TSLA and RIVN as heavy on the narrative, with fundamentals seemingly an afterthought.”
On the previous day, Goldman Sachs reiterated Tesla as “Neutral.” The firm is cautious on the stock heading into Tesla earnings later January.
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The firm noted that its 4Q EPS estimate is similar to the Street. It’s 2026 auto delivery forecast is below Visible Alpha consensus, and analysts anticipate a soft 1Q26. However, it also expects Tesla to launch the Y L in the US/Europe early to mid-year and that this will help volumes especially in the second half of the year.
Analysts on Wall Street have a consensus “Buy” rating on the stock. The average price target of $470.56 implies a 7.58% upside; however, the Street-high target of $600 implies an upside of 37.14%.
Tesla, Inc. (NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives.
While we acknowledge the potential of TSLA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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Disclosure: None.
