Tesla Launches Limited-Time FSD Transfer Program
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3h ago
0mins
Should l Buy TSLA?
Source: Benzinga
- FSD Transfer Program Overview: Tesla has launched a limited-time FSD transfer program allowing customers to order a new vehicle and transfer the Full Self-Driving feature from their existing vehicle by March 31, 2026, aimed at enhancing customer experience and boosting new vehicle sales.
- Eligibility Requirements: Customers must be the legal owners of the current FSD vehicle, with both vehicles under the same Tesla account, ensuring a smooth transfer process that enhances customer loyalty to the Tesla brand.
- Transfer Conditions: Vehicles eligible for transfer must not be under lease, used for commercial purposes, or have unresolved financial issues, ensuring compliance and safety during the transfer process while minimizing potential legal risks.
- Policy Update Context: This program follows Tesla's announcement that the free FSD transfer service will end in March, demonstrating the company's flexibility in adjusting policies to meet market demands and customer feedback.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSLA is 401.93 USD with a low forecast of 25.28 USD and a high forecast of 600.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 397.210
Low
25.28
Averages
401.93
High
600.00
Current: 397.210
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.
Tesla Launches Limited-Time FSD Transfer Program
- FSD Transfer Program Overview: Tesla has launched a limited-time FSD transfer program allowing customers to order a new vehicle and transfer the Full Self-Driving feature from their existing vehicle by March 31, 2026, aimed at enhancing customer experience and boosting new vehicle sales.
- Eligibility Requirements: Customers must be the legal owners of the current FSD vehicle, with both vehicles under the same Tesla account, ensuring a smooth transfer process that enhances customer loyalty to the Tesla brand.
- Transfer Conditions: Vehicles eligible for transfer must not be under lease, used for commercial purposes, or have unresolved financial issues, ensuring compliance and safety during the transfer process while minimizing potential legal risks.
- Policy Update Context: This program follows Tesla's announcement that the free FSD transfer service will end in March, demonstrating the company's flexibility in adjusting policies to meet market demands and customer feedback.
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- Sensor System Optimization: Currently, Waymo employs a comprehensive system with 29 cameras, 5 lidars, and 6 radars to enhance AI perception, planning to reduce the number of sensors in future robotaxi models while iterating and innovating to lower costs and improve software performance.
- Tesla's AI Perspective: Tesla's VP of AI, Ashok Elluswamy, emphasized at the ScaledML Conference that autonomous driving should rely on cameras rather than sensors, arguing that the challenge lies in AI capabilities rather than sensor technology, highlighting the importance of information extraction.
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- Production Capacity Outlook: Musk anticipates producing 100,000 Optimus humanoid robots monthly within five years, potentially generating $30 billion in annual revenue, which would significantly enhance Tesla's overall revenue structure.
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- Factory Implementation Plans: Hyundai intends to deploy Atlas robots in its Georgia car factory by 2028, starting with simple tasks like parts sequencing and planning to expand to more complex activities by 2030, which will improve production efficiency and reduce labor costs.
- AI Technology Advancement: Toyota's collaboration with Boston Dynamics utilizes large behavior model (LBM) AI to help Atlas robots learn, enhancing their adaptability in factory settings, which is expected to accelerate skill acquisition and improve production flexibility.
- Tesla's Robotics Strategy: Tesla announced the conversion of its California factory to produce Optimus robots with a goal of 1 million units per year, and although still in the R&D phase, Musk predicts that 80% of the company's value will eventually come from this business, demonstrating strong confidence in robotics technology.
See More
Tesla Launches Limited-Time FSD Transfer Program
- FSD Transfer Program Overview: Tesla has launched a limited-time FSD transfer program allowing customers to order a new vehicle and transfer the Full Self-Driving feature from their existing vehicle by March 31, 2026, aimed at enhancing customer experience and boosting new vehicle sales.
- Eligibility Requirements: Customers must be the legal owners of the current FSD vehicle, with both vehicles under the same Tesla account, ensuring a smooth transfer process that enhances customer loyalty to the Tesla brand.
- Transfer Conditions: Vehicles eligible for transfer must not be under lease, used for commercial purposes, or have unresolved financial issues, ensuring compliance and safety during the transfer process while minimizing potential legal risks.
- Policy Update Context: This program follows Tesla's announcement that the free FSD transfer service will end in March, demonstrating the company's flexibility in adjusting policies to meet market demands and customer feedback.
See More
Tesla and Waymo's Divergent Approaches to Autonomous Driving
- Elevated Safety Standards: Waymo's VP Srikanth Thirumalai stated in an interview that the standards for autonomous driving should exceed human capabilities, emphasizing that safety is paramount, with future efforts focused on reducing sensor costs and improving software quality to ensure product safety.
- Sensor System Optimization: Currently, Waymo employs a comprehensive system with 29 cameras, 5 lidars, and 6 radars to enhance AI perception, planning to reduce the number of sensors in future robotaxi models while iterating and innovating to lower costs and improve software performance.
- Tesla's AI Perspective: Tesla's VP of AI, Ashok Elluswamy, emphasized at the ScaledML Conference that autonomous driving should rely on cameras rather than sensors, arguing that the challenge lies in AI capabilities rather than sensor technology, highlighting the importance of information extraction.
- Ongoing Industry Debate: Despite differing views on autonomous driving technology, both Waymo and Tesla acknowledge the challenges in achieving fully safe autonomous driving, indicating that the debate within the industry continues to evolve.
See More
Musk: Tesla Needs Work and Luck to Reach $100 Trillion Valuation
- Valuation Challenge: Musk acknowledged that Tesla's current market cap of $1.5 trillion requires a 65-fold increase to reach the $100 trillion target, which necessitates an enormous amount of work and a bit of luck.
- Future Market Potential: Robotaxis are projected to be a major contributor to Tesla's valuation, with Ark Invest estimating a $10 trillion market by 2030, while Morgan Stanley and Citi estimate the humanoid robot market to be between $5 trillion and $7 trillion.
- Production Capacity Outlook: Musk anticipates producing 100,000 Optimus humanoid robots monthly within five years, potentially generating $30 billion in annual revenue, which would significantly enhance Tesla's overall revenue structure.
- Energy Storage Growth: Tesla deployed 14.2 GWh of energy storage last quarter and a total of 46.7 GWh over the past year, demonstrating strong growth potential in the renewable energy sector, further enhancing the company's market competitiveness.
See More
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- Musk Ordered to Testify: A federal judge has ruled that Elon Musk must testify regarding his role in dismantling USAID, rejecting his legal team's attempt to avoid questioning, which could impact Musk's reputation and future business endeavors.
- Alphabet Beats Earnings Estimates: Alphabet reported fourth-quarter revenue of $113.83 billion, surpassing the Street consensus estimate of $111.31 billion, with earnings per share of $2.82 exceeding expectations of $2.63, indicating strong performance in advertising and cloud services that may drive stock price increases.
- Amazon Delivery Milestone: Amazon announced it delivered over 13 billion items globally in 2025, with more than 8 billion items reaching U.S. Prime members the same or next day, a speed enhancement that will further strengthen its competitive position in the e-commerce market.
- Tesla's New Model Launch: Tesla unveiled a new All-Wheel Drive variant of the Model Y in the U.S. and Puerto Rico following Elon Musk's announcement of discontinuing the Model S and X, which could attract more consumers and enhance market share.
See More
Apple Achieves Record iPhone Sales Quarter Amid Competitive Challenges
- Intense Recruitment Competition: Elon Musk disclosed that Apple aggressively pursued Tesla engineers with high-paying recruitment calls during its abandoned electric vehicle project, highlighting the fierce talent competition that could impact Tesla's technological advancements.
- Sales Performance Breakthrough: Apple reported record iPhone sales in its latest earnings report, boosting its market share to 69%, despite weak sales in both low-end and premium Android devices, demonstrating Apple's strong brand loyalty and market appeal in a competitive landscape.
- Leadership Change Speculation: Rumors surrounding CEO Tim Cook potentially stepping down in 2026 are gaining traction, with prediction markets indicating a 33% chance of his departure, which could lead to significant shifts in the company's strategic direction and affect investor confidence.
- Holiday Season Support: Apple plans to support Qualcomm during the holiday season, potentially enhancing product sales and further solidifying its market leadership, especially as competitors face challenges in the current environment.
See More
Hyundai's Atlas Robot Wins Best at CES 2026
- Award Recognition: Hyundai's Atlas robot won the Best Robot award at CES 2026, with the judging panel praising its naturalistic walking and sleek design, marking a significant breakthrough in robotics that is expected to enhance the company's market competitiveness.
- Factory Implementation Plans: Hyundai intends to deploy Atlas robots in its Georgia car factory by 2028, starting with simple tasks like parts sequencing and planning to expand to more complex activities by 2030, which will improve production efficiency and reduce labor costs.
- AI Technology Advancement: Toyota's collaboration with Boston Dynamics utilizes large behavior model (LBM) AI to help Atlas robots learn, enhancing their adaptability in factory settings, which is expected to accelerate skill acquisition and improve production flexibility.
- Tesla's Robotics Strategy: Tesla announced the conversion of its California factory to produce Optimus robots with a goal of 1 million units per year, and although still in the R&D phase, Musk predicts that 80% of the company's value will eventually come from this business, demonstrating strong confidence in robotics technology.
See More
