Truist analyst William Stein lowered the firm’s price target on Tesla (TSLA) to $439 from $444 and keeps a Hold rating on the shares after the company announced it delivered 418k units in Q4 2025, below consensus and the firm’s estimate. Truist interprets the stock’s bounce as “better than feared.” Energy storage deployments beat consensus. The firm asserts investors should be more focused on AI projects, especially FSD. Truist views AI developments as far more important than auto deliveries for Tesla’s long-term cash generation and stock performance.
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