NASDAQ:BFH 12 January 2026

June 30, 2026, 2:19 AM EDT. Tesla shares jumped 8% to near $412 after Morgan Stanley, Barclays, and Goldman Sachs raised forecasts for second-quarter deliveries, outpacing Tesla's own guidance. Investors responded to steadier demand in China and Europe and new focus on Tesla's Full Self-Driving software, seen as a potential driver for recurring revenue. The company cited record order backlog, higher output at Giga Berlin, and better auto margins. A model with 14% revenue growth and 9% operating margin pegs the 2026 target at $420, making the stock look fully valued after the move. Tesla's sales, FSD take-up, and energy storage progress remain key for next steps.