Tesla (TSLA) Company Report

Tesla will discontinue the $8,000 one-time Full Self-Driving purchase after Feb. 14, 2026, converting FSD to a subscription-only service (U.S. ≈ $99/month) to drive recurring revenue and continuous updates.
Existing FSD purchasers retain lifetime access, while new buyers will face ongoing fees and Tesla may allow outright purchases in markets where FSD isn’t fully rolled out (e.g., U.K.).
The FSD transition comes amid legal scrutiny over deceptive marketing—a California judge suggested a 30-day sales suspension—and an NHTSA probe covering 2.88 million vehicles equipped with FSD-capable software.

9 hours ago

CNBC

Tesla launches AIUSD agentic trading product

TSLA

Product Launch

New Projects/Investments

Tesla’s AIUSD launched its first agentic trading product in January 2026, delivering a production-ready AI-native money infrastructure for autonomous, condition-driven trading.
The platform processes natural language instructions to perform cross-chain operations—selling, buying, routing, splitting orders, and rebalancing portfolios—either instantly or upon predefined market/onchain triggers.
Idle capital can be staked into sAIUSD, which yielded 10–20% annualized and achieved a ~20% full-year average return in 2025.
In stealth mode, AIUSD enabled over $1 trillion in annualized trading volume, validating its scalable execution across multiple chains and market conditions.
Backed by leading AI, crypto, and fintech investors—including Sequoia US Scout Fund, a16z Scout Fund, and senior Tesla autonomous-driving AI team members—AIUSD closed a nearly eight-figure pre-seed round.

11 hours ago

Press Release

Tesla enters mediation over EEOC lawsuit

TSLA

Legal Proceedings

Tesla and the U.S. Equal Employment Opportunity Commission agreed to enter private mediation to resolve a federal lawsuit alleging racial harassment at its Fremont, California, plant, with talks expected in March or April and proposals due by June 17, 2026 if mediation fails.
The EEOC’s complaint alleges long-running racial slurs, racist graffiti (swastikas, nooses) and retaliation against employees; Tesla denies being aware of or ignoring complaints.
The parties previously underwent mandatory mediation in 2023 without resolution, and a California judge recently blocked a class action by over 6,000 Black workers due to witness unwillingness.
Analysts’ consensus on TSLA is a ‘Hold’ based on 12 Buys, 11 Holds and 7 Sells, with a TipRanks average price target of $401.93 (implying ~10.1% downside) after the stock’s ~41% gain.

1 day ago

Bloomberg

Tesla sued over Autopilot crash killing motorcyclist

TSLA

Legal Proceedings

The Nissen family filed a wrongful death lawsuit in Snohomish County Superior Court against Tesla and driver Carl Hunter after a Model S on Autopilot failed to detect a stopped motorcycle on April 19, 2024, killing rider Jeffrey Nissen Jr.
The complaint alleges Tesla misrepresented Autopilot’s capabilities, knowing it struggles to identify motorcycles and other small vehicles, which encouraged driver overreliance and distraction.
The suit follows a California judge’s ruling that Tesla engaged in deceptive marketing of its Autopilot and Full Self-Driving systems.

5 days ago

Press Release

Tesla reports Q4 2025 production, deliveries and energy deployments

TSLA

In Q4 2025, Tesla produced 434,358 vehicles and delivered 418,227 vehicles, with 3% of deliveries subject to operating lease accounting.
Model 3/Y accounted for 422,652 units produced and 406,585 delivered; other models had 11,706 produced and 11,642 delivered in the quarter.
For full-year 2025, total vehicle production was 1,654,667 units with 1,636,129 delivered, including 1,600,767 Model 3/Y produced and 1,585,279 delivered.
Energy storage deployments reached a record 14.2 GWh in Q4 and 46.7 GWh for the full year 2025.

Jan 2, 2026, 2:20 PM

8-K

Tesla reports Q4 2025 vehicle production and deliveries

TSLA

Earnings

Tesla produced over 434,000 vehicles and delivered over 418,000 in Q4 2025, marking record deployments in its operating lease accounting segment.
Q4 2025 energy storage deployments reached a record 14.2 GWh, contributing to a full-year total of 46.7 GWh in 2025.
Full-year 2025 production totaled 1,654,667 vehicles with 1,636,129 deliveries, up from prior annual levels.
Tesla will announce its Q4 2025 financial results on January 28, 2026, followed by a live webcast at 4:30 p.m. CT.

Jan 2, 2026, 2:07 PM

Press Release

Tesla posts Q4 2025 delivery consensus down 15%

TSLA

Guidance Update

Demand Weakening

Tesla published a Q4 2025 consensus of 422,850 vehicle deliveries, down 15% year-over-year and below Q3’s 497,099 units.
Analysts project full-year 2025 deliveries to fall to 1.64 million, a second consecutive annual decline, with a return to growth in 2026.
Near-term headwinds include seasonal demand, factory retooling for the redesigned Model Y, the end of the $7,500 U.S. tax credit, higher interest rates and intensifying global competition.
Energy-storage deployments are forecast at 13.4 GWh in Q4 and 45.9 GWh for full-year 2025, rising to 63.9 GWh in 2026.

Dec 30, 2025, 11:41 AM

Morningstar

Tesla announces weekly distributions for Group 2 ETFs

TSLA

Dividends

YieldMax® Group 2 ETFs will pay weekly distributions effective December 29, 2025.
Distribution per share ranges from $0.0519 to $0.9928 across the 30 listed ETFs.
Distribution rates span 15.17% to 125.29%, annualized based on the latest NAV.
30-Day SEC yields vary between 1.15% and 4.66%, reflecting net investment income (ex-option income) as of November 30, 2025.
All YieldMax® ETFs carry a 0.99% gross expense ratio.

Dec 24, 2025, 11:55 AM

Press Release

Tesla shares approach $500 amid robotaxi optimism

TSLA

Tesla shares are trading near $500, closing around $488.73 after touching an intraday high of $498.83.
Shares have rallied roughly 125% from April lows, are up 21% year-to-date, and gained 25% over the past month.
The autonomy + robotics narrative, including robotaxis, AI, and humanoid ambitions, alongside bullish technicals (strong MACD, RSI ~63), supports the uptrend.
Investors are focused on Q4 2025 delivery results, expected January 2, 2026, as the next catalyst.

Dec 22, 2025, 5:58 PM

Barron's

Tesla door handle failures tied to 15 fatalities

TSLA

Legal Proceedings

A Bloomberg analysis found 15 deaths in about a dozen incidents where Tesla’s flush-mounted door handles failed to open after crashes and fires, trapping occupants or hindering rescuers.
The NHTSA has opened a defect investigation into Model Y door failures and requested detailed consumer complaint data from Tesla.
Tesla notes post-crash auto-unlock may not work on older models and is exploring design fixes, including battery-voltage-based lock release and a handle redesign.
Observers warn the probe could lead to broad regulatory actions, such as large-scale recalls or mandated redesigns of electric door-handle systems.