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Barclay on Tesla (TSLA) Earnings: 'could be perceived negatively'

April 15, 2026 5:58 AM EDT

Barclays analyst Dan Levy reiterated an Equalweight rating and $360.00 price target on Tesla (NASDAQ: TSLA)

The analyst comments "On Teslas 4Q result we highlighted that the end of Model S/X production marked a symbolic baton pass for Tesla from automotive to Physical AI, with autonomy (Robotaxi, FSD) and bots to be Teslas core growth focus for the years to come. Last month we saw the next big step of that transition, as Tesla... More