Tesla Stock Rises On ‘Digital Optimus’ Excitement, China Sales Data

Tesla Inc (NASDAQ:TSLA) shares are climbing on Wednesday after new reports suggested the company is accelerating development of its agentic AI system, while fresh data out of China showed a sharp rebound in vehicle production last month.

AI Expansion Beyond FSD

Tesla is reportedly ramping up work on a new AI agent called Digital Optimus, according to Business Insider. The project takes inspiration from the company’s humanoid robot initiative, but focuses on a digital version designed to perform tasks on a computer.

In February, Tesla posted a job listing for an AI engineer to help build a computer‑use agent capable of autonomous software interaction, code generation and real‑time decision‑making. Unlike many AI agents that rely on static screenshots, Tesla is pursuing a real‑time control approach where the AI processes continuous streams of information, similar to how Full Self‑Driving handles live video.

China Production Surges

Adding to the positive sentiment, Tesla’s China‑made vehicle sales jumped for the fourth straight month in February, according to Reuters. The company sold 58,600 Shanghai‑built Model 3 and Model Y vehicles — including exports — up 91% year‑over‑year.

Exports from the Shanghai plant surged nearly five‑fold to 20,000 units, according to the China Association of Automobile Manufacturers. While sales were down 15.2% from January, Tesla noted that Lunar New Year timing typically causes large month‑to‑month swings.

Tesla Stock Analysis

Tesla is trading 0.4% below its 20-day SMA and 6.2% below its 100-day SMA, showing short-to-intermediate trend pressure even as it holds 3.7% above its 200-day SMA, which keeps the longer-term uptrend technically intact. Shares are up 76.62% over the past 12 months and are currently positioned closer to their 52-week highs than lows.

The RSI is at 41.36, which sits in neutral territory but leans toward weaker momentum versus a true «50-ish» balance point. Meanwhile, MACD is at -7.2239 versus a signal line of -7.3188, a bullish configuration that hints selling pressure may be easing even though the indicator remains below zero.

RSI in the 30–50 range with bullish MACD indicates momentum leaning bullish.

• Key Resistance: $420.50
• Key Support: $387.50

Analyst Consensus & Recent Actions: The stock carries a Buy Rating with an average price target of $414.07. Recent analyst moves include:

• GLJ Research: Sell (Maintains Target to $25.28) (Feb. 19)
• Tigress Financial: Buy (Target $550.00) (Feb. 12)
• Wedbush: Outperform (Maintains Target to $600.0000) (Jan. 29)

Benzinga Edge Rankings: The Benzinga Edge scorecard for Tesla, highlighting its strengths and weaknesses compared to the broader market:

• Momentum: Bullish (Score: 83.87/100) — The stock is showing strong trend persistence versus the broader market.
• Quality: Neutral (Score: 68.33/100) — Fundamentals screen as solid, but not «top-tier» enough to offset valuation risk on their own.
• Value: Weak (Score: 3.24) — The market is pricing in aggressive expectations, leaving less room for execution missteps.

The Verdict: Tesla,’s Benzinga Edge signal reveals a momentum-led setup, where trend strength is doing most of the heavy lifting. With Value extremely weak, traders often treat pullbacks toward support as tactical entries while keeping tighter risk controls if the stock fails to hold its longer-term moving average.

TSLA Stock Treks Higher

TSLA Price Action: Tesla shares were up 2.06% at $407.45 at the time of publication on Wednesday, according to Benzinga Pro.

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