Tesla Discontinues Basic Autopilot, FSD Subscription Price May Increase
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 23 2026
0mins
Should l Buy TSLA?
Source: stocktwits
- Autopilot Discontinuation: Tesla has officially discontinued its basic Autopilot system for new Model Y, Model 3, and base variant Cybertruck in the U.S. and Canada, with all new purchases now standardizing traffic-aware cruise control, enhancing driving safety and convenience.
- FSD Subscription Model: Buyers can opt to purchase full self-driving technology for $8,000 or subscribe monthly for $99, but the outright purchase option will end on February 14, limiting future access to the feature solely through subscription.
- Regulatory Pressure: The California DMV has mandated Tesla to address compliance issues regarding the marketing of “Autopilot” and “Full Self-Driving Capability” within 60 days, with potential 30-day dealer license suspension looming, increasing the company's compliance risks.
- Positive Market Sentiment: Despite the changes, retail sentiment around TSLA stock on Stocktwits remains in the 'bullish' territory, with the stock gaining approximately 9% over the past 12 months, indicating market confidence in Tesla's future developments.
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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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