Model S and Model X
Tesla announced the end of production on January 28, 2026. The Fremont lines are being converted to Optimus production.
What it is
Tesla's premium Model S sedan and Model X SUV, built at Fremont. Musk said on January 28, 2026 that the programs would end and that Tesla would build Optimus robots in the same factory space.↗ source
Why it matters to the stock. The Fremont line is being converted to Optimus production, so ending these models is a capacity decision as much as a product decision. Tesla does not report S/X deliveries separately, so their revenue impact is only visible in the Other Models line.
News
Tesla recalls 218,868 vehicles over delayed rearview camera image
Tesla is recalling 218,868 vehicles because a software condition can delay the rearview camera image when the car is put in reverse, after the 2026.8.6 software release.
Musk confirms Model S and X custom orders have ended; about 600 units left
Musk posted on X on April 1, 2026 that custom orders for the Model S and Model X had come to an end.
Musk ends Model S and X; Fremont lines to build Optimus robots
On the Q4 2025 call Musk said Tesla would end production of the Model S and Model X, with final versions built in Q2 2026.