Tesla stock rose over 30% in late September 2025, hitting $434.21 on CEO Elon Musk’s $1 billion share buy and optimism about AI and autonomy, despite weak earnings and insider selling.

Tesla stock surged over 30% in late September 2025, reaching a 2025 high of $434.21, driven by CEO Elon Musk’s $1 billion share purchase signaling strong confidence in the company’s future. The rally followed a period of declining sales and a disappointing robotaxi debut, with investors reacting positively to Musk’s personal investment and ongoing progress in autonomous driving and energy initiatives. Despite second-quarter earnings of $0.40 per share—slightly below estimates and revenue down 11.8% year-over-year—market sentiment improved, supported by institutional buying and optimism around AI integration and future growth. However, insider selling totaling $77.36 million in 90 days and mixed analyst ratings, including a consensus “Hold” with a $324.53 target, highlight ongoing concerns. Tesla’s market cap stands at $1.44 trillion, with institutional ownership at 66.2%.