Tesla’s Strategic Pivot: Subscription Shift and Regulatory Tailwinds Reshape Outlook

Tesla is fundamentally altering its revenue model, moving decisively away from one-time software sales. In a significant strategic shift, the company will cease offering its Full Self-Driving (FSD) technology as a single purchase after February 14, 2026. Instead, access will be exclusively available through a $99 monthly subscription. This change coincides with potential regulatory developments in Washington that could accelerate the company’s autonomous vehicle ambitions. Tesla’s stock currently trades around $440, a level that sits amidst a remarkably wide range of analyst price targets spanning from $130 to $600.

A potential boon for Tesla’s long-term robotaxi plans emerged from the U.S. Congress. On January 13, the House Budget Committee reviewed the bipartisan “SELF DRIVE Read more...