Tesla

TSLA

Market cap $1.46T

U.S. EV sales were down for 2025, creating rough headwinds for EV manufacturers. Rivian and Lucid are on shaky ground with their high losses and relatively low sales volume.

Tesla (TSLA) concluded the recent trading session at $439.15, signifying a -1.8% move from its prior day's close.

Tesla shifts its full self-driving service to a subscription-only model. Tesla CEO Elon Musk said the company will end outright purchases of FSD in February.

Tesla, Inc. pivots FSD to a subscription-only model, removing the $8,000 upfront fee to drive adoption and recurring high-margin revenue. TSLA faces regulatory headwinds, competitive threats from China, and scrutiny over FSD safety, yet continues to outperform peers in the Magnificent 7. Despite a premium valuation, with a forward P/E of 349x and EV/Sales of 15.4x, I remain bullish about TSLA stock in the long term due to robotics and AI catalysts.

Tesla expands into Estonia and Latvia with service-focused subsidiaries, laying the groundwork for future vehicle deliveries.

Starting in February, Tesla will no longer offer the option to purchase Full-Service Driving for a one-time fee.

Auto safety regulators last year opened an investigation into 2.88 million Tesla vehicles equipped with its FSD system.

CNBC's Phil Lebeau joins 'Squawk on the Street' with the latest news on Tesla.

Our multi-faceted evaluation indicates that it might be an appropriate moment to divest from TSLA stock. In general, we hold a negative outlook on the stock, and a price target of $300 seems plausible.

Tesla CEO Elon Musk said the company is making Full Self-Driving (Supervised) software a monthly subscription. Musk is pushing to make the EV maker a leader in autonomous rides, though the company is far behind Alphabet's Waymo.