Tesla, Inc. (NASDAQ: TSLA) and Rivian are cited as AI stocks analysts are closely watching. Barclays reiterated both as “Equal Weight,” with fundamentals being an afterthought. Goldman Sachs reiterated Tesla as “Neutral” the day before earnings. Analysts expect soft 1Q26 but anticipate a boost from the launch of Y L in US/Europe.

Wall Street analysts have a consensus “Buy” rating on Tesla, Inc. Average price target of $470.56 implies a 7.58% upside. Street-high target of $600 suggests a 37.14% upside potential. Tesla leverages advanced AI in autonomous driving and robotics initiatives, offering investment potential. Other AI stocks may offer higher upside with less downside risk.

Read more at Yahoo Finance: Barclays Says Tesla’s (TSLA) Fundamentals Are Taking a Back Seat