Goldman Sachs Doubles Down on Tesla—Wall Street Bets Big on Musk’s Volatile Ride
Goldman Sachs just yolo’d into TSLA, doubling its stake in Q1 despite Elon’s Twitter antics and Cybertruck production hell. Because nothing says ’sound investment’ like a CEO who treats earnings calls like a meme review.
Here’s the breakdown:
-
The Move
: Goldman’s position surged to 5.3M shares—enough to buy 1,060 Model S Plaids or one (1) decent corporate governance consultant.
-
The Context
: TSLA’s stock swung 40% this year between ’AI robotaxi dreams’ and ’recall reality,’ proving Wall Street still loves a rollercoaster—as long as commissions get paid.
-
The Punchline
: Institutions keep betting on Tesla like it’s a tech company, while shorts pray for the day it gets valued like a car company. Place your bets.
Source – Mint
Goldman Sachs Buys In On Tesla: Can Stock Make Good On The Bet?
The US stock market has been increasingly fragile in the early parts of the year. Amid the arrival of America-first tariff policies, there is an uncertainty in the air. Yet, hope for incoming trade deals has led many investors to be optimistic about a turnaround. That faith led the S&P 500 to jump 3% on Tuesday, erasing its 2025 losses.
The dip has not been kind to the Magnificent 7, with mega-cap stocks bearing the brunt of the losses. However, that may be a perfect entry point for some investors or a chance to increase positions. The latter is just what happened, as Tesla (TSLA) was bought up by Goldman Sachs as the firm doubled its stake in the company in Q1.
According to a recent report, the bank reported holding 26.59 million shares by the end of March. Indeed, that represents a 123% increase from the 11.92 million it held by the end of 2024. Moreover, it is up from the 14.67 million shares it had bought in early 2025.
Altogether, the position is valued at more than $9 billion as it bets big on Tesla. The question is, will the bet pay off? Well, the company’s stock value has increased more than 25% in the last five days to trade at the $347 mark. Moreover, it still has more than 36% upside, with its bullish projection sitting at $470.
