Tesla Stock: Is Wall Street Bullish or Bearish?

Tesla reported stronger-than-expected Q1 results—$22.4B revenue (+15.8% YoY) and adjusted EPS $0.41 vs $0.36 est.—yet shares fell ~3.6% on investor concern after CEO Elon Musk raised 2026 spending plans to $25B (up $5B), signaling negative free cash flow for the rest of 2026. The stock has outperformed over 52 weeks (+32.9%) but is down 15.8% YTD versus the S&P 500’s +4.7%. Analyst consensus across 42 firms is a “Hold” (mean price target $405.08, ~7% upside), with divergent views including a $220 sell target and a $600 high. Market impact: earnings beat but elevated capex and cash-flow worries have produced mixed sentiment and near-term pressure on TSLA shares.