Jefferies lifts Tesla stock target to USD 400 and keeps Hold
Published on 10/13/2026 at 12:20 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS- Jefferies lifted Tesla's price target from USD 350 to USD 400 on October 11, 2026, while keeping a Hold rating.
- Tesla delivered 486,532 vehicles in the third quarter of 2026, above the 456,896 analyst estimate.
- Tesla was at EUR 334.35 at Lang & Schwarz on October 13, 2026 at 12:16 p.m. CEST.
- Tesla's third-quarter financial results are scheduled for October 21, 2026, after the market close.
Tesla stock (ISIN US88160R1014) was at EUR 334.35 at Lang & Schwarz on October 13, 2026 at 12:16 p.m. CEST. According to finanzen.net, Jefferies lifted its Tesla target from USD 350 to USD 400 on October 11, 2026, while keeping a Hold rating. The change puts the analyst debate ahead of Tesla's third-quarter results.
Deliveries beat the estimate
Tesla's latest operating milestone came on October 2, 2026. The company reported 486,532 vehicle deliveries and 464,391 vehicles produced in the third quarter of 2026, according to Tesla Investor Relations.
The delivery total exceeded the 456,896 average analyst estimate reported by Reuters on October 2, 2026, a difference of 29,636 vehicles. Deliveries also exceeded production by 22,141 vehicles, making the production-to-delivery gap a key detail before the financial release.
What does the target change mean?
Jefferies kept its Hold rating but raised the target because Tesla's activities outside the automotive segment showed acceleration, according to finanzen.net. The same report said the automotive business could consume USD 5.0 billion in cash during the third quarter, placing profitability and cash generation alongside deliveries in the upcoming results.
Tesla's dated milestones
On October 2, 2026, Tesla reported 13.7 GWh of energy storage deployments for the third quarter, alongside 486,532 deliveries, according to Tesla Investor Relations. On October 2, 2026, Reuters reported that analysts had raised their full-year 2026 delivery forecast from 1.65 million to 1.82 million vehicles. On October 11, 2026, Jefferies raised its Tesla target from USD 350 to USD 400 while retaining Hold.
Next dates for the stock
Tesla's next scheduled company event is its third-quarter 2026 financial release on October 21, 2026, after the market close, followed by a question-and-answer webcast at 5:30 p.m. Eastern Time, according to Tesla Investor Relations. The results will show whether the delivery gain translated into revenue, margins and profit.
Price and valuation context
Tesla was at EUR 334.35 at Lang & Schwarz on October 13, 2026 at 12:16 p.m. CEST. The primary listing is Nasdaq, where Tesla's market capitalization was USD 1.5 trillion and its 52-week range was USD 297.38 to USD 498.83 as of October 12, 2026. The stock's valuation leaves the October 21 report as the next measured test of the company's earnings power.
The further course of trading is shown by the continuously updated real-time quote of Tesla stock.
Tesla stock facts
- Company: Tesla, Inc.
- ISIN: US88160R1014
- Ticker: TSLA
- Primary exchange: Nasdaq
- Price Lang & Schwarz (as of October 13, 2026, 12:16 p.m. CEST): EUR 334.35
- Market capitalization: USD 1.5 trillion (as of October 12, 2026)
- 52-week range: USD 297.38-USD 498.83 (as of October 12, 2026)
- Sector / Industry: Consumer Cyclical / Auto - Manufacturers
- Index membership: S&P 500
- Next earnings date: October 21, 2026
Market context: Market report S&P 500.
