---
title: "Tesla at $380: Wall Street says it’s a buy but here’s 3 strong reasons to sell"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/293232478.md"
description: "Despite Wall Street's consensus 'Buy' rating and a $425 target, Tesla at $380 faces bearish risks due to a stretched 346 trailing P/E. Key concerns include reliance on non-durable margin gains, surging capital expenditures, and low market probability for Robotaxi and Optimus scaling. With Q2 earnings approaching, the risk/reward skews downside if margins normalize without one-time tailwinds."
datetime: "2026-07-20T15:09:47.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293232478.md)
  - [en](https://longbridge.com/en/news/293232478.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293232478.md)
generator: "portal-rs"
---

# Tesla at $380: Wall Street says it’s a buy but here’s 3 strong reasons to sell

Quick ReadTSLA's 346 trailing P/E and 15% YTD decline contradict Wall Street's Buy consensus and $425 price target.Q1 margin gains relied on one-time warranty items, capex surged 67%, and prediction markets assign just 16% odds to Optimus scaling this year.A Q2 miss below $0.54 EPS consensus on July 22 could send shares toward the AI model's $346 f...

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**