Tesla Adjusts FSD Trade-In Valuation Policy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 09 2026
0mins
Should l Buy TSLA?
Source: Benzinga
- FSD Impact on Trade Valuation: Tesla has announced that it will consider whether vehicles are running the FSD service to estimate trade-in values for all Model S, X, and Cybertruck vehicles, particularly those with the Luxe package, indicating the company's emphasis on the value of FSD.
- Updated FSD Transfer Terms: The automaker has updated its FSD transfer terms, stating that FSD software will impact trade-in values for Model S and X vehicles from the 2026 model year, reflecting efforts to enhance customer experience and value perception.
- Production Line Shift: CEO Elon Musk revealed that production of Model S and X will end by the quarter's close, with the Fremont facility shifting focus to Optimus production, indicating a strategic pivot that could affect future product lines and market positioning.
- Positive Market Reaction: Tesla's stock surged 3.50% to $411.11 at market close on Friday, further gaining 0.66% in after-hours trading, reflecting investor optimism regarding the company's new policies and potentially boosting market confidence.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to rise
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 381.260
Low
25.28
Averages
401.93
High
600.00
Current: 381.260
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Tesla's Market Dominance: Tesla dominates the EV leasing market, having leased nearly 229,000 vehicles last year, which is significantly more than the combined total of General Motors and Ford, highlighting its strong industry influence.
- Investor Confidence Reminder: Despite the challenges posed by off-lease EV depreciation, Tesla's finance arm collaborates with third-party lenders, allowing it to mitigate most of the leasing losses, suggesting that investors need not panic just yet.
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