Overview
- South Korean outlet TheElec reports Samsung will supply 5G automotive modems to Tesla, with initial units slated for robotaxis in Austin before a broader rollout.
- Tesla delivered 418,227 vehicles in Q4 2025 and 1,636,129 for the year, missing Wall Street estimates and extending a second straight annual decline.
- Tesla plans to end its $9,000 Full Self-Driving purchase option on Feb. 14 and shift to a $99-per-month subscription, signaling a move toward recurring revenue.
- Sell-side sentiment has cooled to a Hold consensus with an average 12‑month price target near $394, reflecting tempered expectations for near-term growth.
- The company reports earnings on Jan. 28, with investors watching how softer vehicle sales and autonomy investments shape the 2026 outlook.