Tesla Stock Surges as Analysts Raise Price Targets After Record Deliveries and FSD Upgrade
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Analysts Turn Bullish as Tesla Stock Gains Momentum with Record Deliveries and FSD Breakthrough
Introduction
Tesla, Inc. (NASDAQ: TSLA) is once again capturing Wall Street’s attention as investor optimism surges on the back of impressive delivery figures and a major upgrade to its Full Self-Driving (FSD) software. Analysts across several institutions have raised their price targets, signaling renewed confidence in Tesla’s long-term growth trajectory. Some experts even suggest that Tesla’s stock could be entering what they call its “Plaid Mode” — a phase of accelerated performance both technologically and financially.
Record-Breaking Deliveries Reinforce Market Leadership
Tesla’s latest delivery report has set a new quarterly record, further solidifying its position as a global leader in the electric vehicle (EV) market. The automaker delivered over 440,000 vehicles in Q3, surpassing market forecasts and underscoring strong consumer demand across key regions.
Analysts at TD Cowen emphasized that these figures demonstrate not only Tesla’s robust production capabilities but also the growing mainstream acceptance of EVs. “This level of performance showcases Tesla’s ability to scale efficiently while maintaining brand strength and demand consistency,” the firm noted in its latest research report.
Full Self-Driving Update Marks a Technological Leap Forward
Adding to the bullish sentiment, Tesla has rolled out FSD Version 14.1, its most substantial software enhancement in more than a year. The update includes new AI-driven behavioral models, smoother navigation performance, and improved real-time decision-making — all critical steps toward achieving full autonomy.
Analysts from Stifel have credited this milestone as a key factor behind their upward revision of Tesla’s price target, raising it from $440 to $483 per share. According to their analysis, the FSD improvements significantly enhance Tesla’s technological moat, potentially positioning it as a front-runner in the autonomous mobility sector.
Price Target Upgrades Reflect Growing Optimism
Several major financial institutions have updated their valuations of Tesla to reflect recent progress. TD Cowen has raised its target from $374 to $509, maintaining a “Buy” rating and citing CEO Elon Musk’s consistent vision and execution as central to long-term success.
Stifel’s analysts project that the value of Tesla’s software-driven initiatives could contribute substantially to future share growth — estimating $213 per share attributable to the FSD suite alone, with an additional $140 tied to the Robotaxi project and $29 to the Optimus humanoid robot.
Cautious Voices Temper the Enthusiasm
Not all firms share the same level of enthusiasm. UBS, while adjusting its price target upward from $215 to $247, continues to hold a “Sell” rating. The firm acknowledges Tesla’s strong delivery results and AI advancements but warns of potential volatility in upcoming quarters, particularly as production costs and delivery forecasts face macroeconomic headwinds.
UBS analysts highlighted that while the near-term outlook is positive, investors should remain cautious about overvaluing speculative projects like Robotaxi until tangible revenue streams are confirmed.
Stock Performance and Future Outlook
Tesla’s stock has climbed roughly 24% over the past month, reflecting strong investor sentiment fueled by technological progress and production success. However, as the EV sector becomes increasingly competitive with new entrants from China and legacy automakers expanding their electric lineups, Tesla’s ability to innovate rapidly will remain critical.
Market watchers suggest the next few quarters will be pivotal as Tesla seeks to commercialize its self-driving technology and expand its energy and AI verticals. Sustaining growth amid intensifying competition will require strategic focus and operational discipline.
Conclusion
Tesla’s recent momentum — highlighted by record-breaking deliveries and a breakthrough in its FSD platform — has reignited bullish sentiment among investors and analysts alike. With upward price revisions from multiple institutions and ongoing advancements in autonomous technology, Tesla appears well-positioned for another growth phase.
Yet, while the outlook is bright, challenges remain. As Tesla navigates a dynamic and increasingly crowded EV landscape, its ability to execute and innovate at scale will determine whether its stock truly enters the long-awaited “Plaid Mode.”