U.S. MARKET — Tesla stopped producing new units of the Model S sedan and Model X sport utility vehicle in April 2026, ending production runs that began in 2012 and 2015, respectively. The option to configure and order either vehicle was removed from Tesla's website, with only a limited supply of pre-configured inventory units remaining available for purchase.

Tesla CEO Elon Musk wrote on X: "We will have an official ceremony to mark the ending of an era. I love those cars." The post included a photograph of Musk at the Model S production launch in 2012. The Model S and Model X contributed to Tesla's early growth and market presence in the electric-vehicle sector but currently account for a small fraction of the company's sales.

In January 2026, Musk announced that the two models would receive what he called an honorable discharge to free up factory space for production of the Optimus humanoid robot. He described the decision as a step toward an autonomous future and said Tesla is unlikely to make any more conventional non-autonomous vehicles, except for a next-generation Roadster set to be unveiled in April 2026. Also in April 2026, Tesla began production of a two-seater Cybercab robotaxi built without a steering wheel or pedals.

The Model S and Model X are the most recent electric vehicles to stop new production in the U.S. market. Ford, Hyundai, and Honda have scrapped current or planned electric models as demand for electric vehicles cooled after the end of the $7,500 federal tax credit in September 2025. Tesla has also faced increased competition from Chinese electric car makers like BYD in Europe and Asia.

The production halt came during a period of uneven sales for Tesla. According to a company release, Tesla delivered 358,023 vehicles in the first quarter of 2026, a 6.3% increase compared to the first quarter of 2025 but below analysts' projected average of 372,160 quarterly deliveries. Excluding the first quarter of 2025, the figure was Tesla's lowest quarterly delivery total since mid-2022. The company recorded two consecutive years of annual sales declines.

Tesla's stock price fell more than 4% in trading on Thursday after the delivery announcement and was down more than 16% since the start of 2026. Wedbush analyst Dan Ives said, "While the delivery numbers were quite underwhelming, this was not a shock to us given the current EV backdrop across geographies while the company shifts gears to focus more on its AI strategy." Ives added, "Tesla's budding robo-taxi business remains the golden goose in unlocking TSLA's AI valuation."

Musk has said that AI-enabled products, including driverless Cybercabs and Optimus humanoid robots, are key to Tesla's long-term growth. Car sales still comprise the majority of Tesla's revenue. Tesla is scheduled to report its next earnings on April 22, 2026.