Analysts Upgrade Tesla, Cut FICO by $42

Analysts upgraded TSLA today, pushing it from Hold to Buy territory. The consensus average target price now stands at $409.27. That follows California ZEV sales data showing new registrations fell 37% year-on-year to 80,392 vehicles in July 2026, the weakest Q3 reading in three years. Bears and bulls are squarely divided on how much that matters.

FICO took the sharpest target cut of the session. Analysts slashed the average price target by $42 to $965. The stock carries 11 sell recommendations against just 2 buys.

CRM saw its consensus target edge up to $287. Sentiment there stays constructive with 38 buy ratings.

CAT received a target reduction, with the average falling to $934 from $946. Caterpillar faces headwinds from slowing global construction activity.

Block, Inc. was the session's clearest downgrade. The payments company dropped to a consensus with zero buys. Its average target sits at $98, but 38 analysts now rate it Sell.

SLB also saw its target trimmed slightly to $62.28. The oilfield services name carries 24 buy ratings, so the cut is minor rather than a shift in view.

NEM received a modest target upgrade to $135.65. Gold prices near multi-year highs continue to support bullish calls on the miner.