Baird
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Baird reaffirms outperform rating on Tesla for 2026 catalysts
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Baird analyst Ben Kallo has maintained an Outperform rating on Tesla with a $548 price target, highlighting the company as a core holding ahead of key developments in 2026. Shares have risen 21% year-to-date in 2025 and 7% in the last month, outperforming the S&P 500. The firm anticipates announcements on robotaxi services, Optimus robotics, and expansions into new markets.