Tesla Inc: Roth MKM Maintains “Buy” Rating, $395 Price Target

Tesla Inc. (TSLA)
Analyst Update
July 22, 2025 — Roth MKM, analyst Craig Irwin reaffirmed the “Buy” rating on Tesla’s stock, while maintaining the firm’s 12-month price target at $395 per share. The stock is currently trading at $330 per share, providing significant upside for the investment firm’s valuation forecast.
Stock Forecast & Analysis
Tesla’s consensus analyst rating is a “Hold”, indicating mixed sentiment among analysts. The average 12-month price target is around $300, which is below the current trading price, suggesting the stock may be overvalued based on analyst valuation models.
Wall Street analysts project that Tesla will generate US$97.1 billion in revenue and US$1.91 in EPS for 2025. For 2026, revenue is expected to rise to US$116.3 billion, with EPS improving to US$2.81. This represents approximately 20% revenue growth and a 47% rebound in earnings, reflecting optimism about Tesla’s ability to recover from current margin pressures and return to growth.
Investor sentiment has also improved as CEO Elon Musk is refocusing his efforts squarely on Tesla, dialing back attention from peripheral ventures. Irwin noted that Musk appears “at his very best” with renewed strategic clarity—especially regarding autonomous driving and Full Self-Driving (FSD) technology.
Tesla’s increasing commitment to local sourcing and domestic LFP battery production in both North America and China is another encouraging sign. These supply chain initiatives are expected to boost cost-efficiency and scale over the medium term.
