Tsla stock forecast next week analysts tracking TSLA stock forecast

Analysts tracking TSLA stock forecast next week emphasize watching treasury yield movements, as growth equities often react sensitively to cost-of-capital shifts. Wall Street consensus sits near 447,000 vehicles, but multiple updated forecasts are in the 465,000-495,000 range, led by a late-quarter pull-forward as the $7,500 U.S. EV credit expires Sept. 30. Tesla ( NASDAQ: TSLA ) got another new price target this week after one firm said that recent events “have removed a large overhang on the stock.” This year, Tesla has had an up-and-down performance on Wall Street, but gains over the past month have overshadowed much of the skepticism and pressure on the stock. However, over the past 30 days, a lot of good things have happened: Tesla has shown it has a lot of demand for its vehicles, which will likely translate to good delivery figures, it figured out a compensation plan for CEO Elon Musk , and the company’s clear focus on Robotaxi and Optimus puts it in a good position for the future as the focus comes off of quarterly deliveries. Tesla board reveals reasoning for CEO Elon Musk’s new $1 trillion pay package Deutsche Bank recognized these potential catalysts and wrote in a note to investors: Advertisement “Ahead of 3Q25 deliveries next week, we raise our near-term estimates given stronger volume in the quarter, but keep our full-year and 2026 outlook mostly unchanged. We think Elon Musk’s clear focus on Tesla’s most important efforts (Robotaxi and Optimus) and the recent compensation package have removed a large overhang on the stock going forward, will allow Tesla to benefit from being a leader in embodied AI.” These points specifically pushed Deutsche Bank’s reasoning for pushing its price target to $435 from $345. In terms of quarterly deliveries , the firm expects Tesla to report 461,500 for the quarter. “We expect +20% growth in China and N. America, with some decline in Europe as competition and branding continue to weigh in on demand,” Deutsche Bank said. Wall Street firm makes shock move for Tesla Q3 delivery prediction Overall, IR-compiled consensus estimates put deliveries at 443,100: Advertisement $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 Tesla received other price target boosts this week, including one from Wedbush’s Dan Ives , who bumped his outlook on the stock from $500 to a Street-high $600. Momentum oscillators in TSLA stock forecast next week suggest price compression might precede a spike. Traders watch for volume confirmation before positions are scaled.