Dan Ives @DivesTech Sep 26, 2025 We are raising price target on Tesla to $600 reflecting our view that an accelerated...
Wedbush analyst Dan Ives raised his price target on Tesla (TSLA) to $600 on Sep 26, 2025, arguing that an accelerated autonomy and AI development trajectory heading into 2026 could materially re-rate the stock. Recommendation: long/ buy exposure to TSLA into the 2026 autonomy/AI rerating narrative.
Linked assets
Primary ticker: TSLA (Tesla, Inc.). Thesis centers on an anticipated 2026-driven uplift from autonomous driving and AI developments that Wedbush views as underappreciated by the market.
Tesla, Inc.
Direct bullish call with explicit $600 target and autonomy/AI growth-chapter framing; timing anchored to 2026 'on the horizon' language.
Source proof
Source proof: Strong source proof | 4 extracted claims | 1 directional asset | 1 supporting author | headline-like title review
Primary source: Dan Ives @DivesTech Sep 26, 2025 — price target raised to $600 citing accelerated AI/autonomy progress and an underestimated transformational growth chapter. Supporting posts from March–July 2025 and March 2022 provide additional context on Wedbush positioning, leadership commentary, and prior strategic milestones (e.g., Giga Berlin).
Non-investment social update about meeting at NYSE; no market, macro, product, valuation, supply-chain, or positioning content. No tickers mentioned.
Post is a promotional note about appearing on Bloomberg Radio to discuss a volatile week for Big Tech earnings and the ongoing AI capex debate. No explicit tickers, no directional calls, no position changes, and no concrete catalysts beyond the general earnings context.
Non-investment social post about having dinner with friends; no market, macro, sector, or company/ticker content. Not actionable for trading/investing.
Post frames recent “major tech sell off” as driven by higher AI Capex concerns and describes an ongoing “tug of war between Capex and monetization in the AI world.” No explicit tickers/cashtags or company-specific claims are provided; content is mainly narrative/context from a TV appearance.
Single-source, highly actionable bullish statement on Tesla: price target raised to $600 based on expectation of accelerated AI/autonomous progress in 2026 and an underestimated transformation/growth chapter. No concrete timing catalyst beyond 2026 framing; no explicit risks mentioned.
Post expresses concern that Elon Musk’s deeper involvement in politics is a negative for Tesla investors during a “crucial period for Tesla,” implying increased investor fatigue/distraction risk and near-term sentiment/overhang on TSLA.
Post praises Elon Musk for holding a quickly organized Tesla employee all-hands meeting, framing it as a positive leadership step and implicitly supportive for Tesla sentiment. No concrete financial metrics, product/catalyst details, or explicit trade levels are provided.
Speaker states Tesla (TSLA) is being added to Wedbush “Best Ideas List,” reiterating an OUTPERFORM rating and a $550 price target. This is an explicit bullish stance but contains limited supporting fundamental/catalyst detail beyond the rating/target action.
Supporting authors
Single-author coverage: Dan Ives (@DivesTech). Related Wedbush commentary across 2022–2025 reiterates bullish views at times and flags occasional sentiment risks tied to Elon Musk's broader public activities.
Unlock full thesis monitoring
Consider increasing or initiating long exposure to TSLA to capture potential re-rating tied to 2026 autonomy/AI progress, while monitoring execution and sentiment risks.