Elon Musk confirmed that Tesla has stopped production of the Model S and Model X.Custom orders are no longer being accepted and only about 600 vehicles remain in stock worldwide.
The CEO shared a commemorative photo from the initial Model S production launch at the Fremont factory in June 2012, writing on X: "Custom orders for Tesla Model S & X are now closed. All that's left are a few vehicles in stock. We will have a formal ceremony to mark the end of an era. I love these cars."
Musk first announced the end of Model S and X production during the Q4 2025 earnings call in January, describing it as an “honorable discharge” for the two vehicles. At the time, he urged interested buyers to order while they still could: “If you’re interested in buying a Model S and X, now is the time to do it.”
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No more new Model S and Model X – Change of course for Tesla
Musk's decision to discontinue the Model S and X was based on Tesla's shift toward "autonomy" — the Fremont production line will be converted to build Optimus humanoid robots.
Vice President Lars Moravy confirmed that Tesla is moving towards "transportation as a service" rather than selling vehicles. The Model S was Tesla's first mass-produced vehicle , released in June 2012. It was the world's best-selling plug-in electric vehicle in both 2015 and 2016. The Model X followed in 2015 with its signature falcon-wing doors.
Together, the two vehicles have delivered more than 610,000 units during their production years. According to data from EV-CPO, Tesla currently has about 295 new Model S units and 301 new Model X units in global inventory — almost all of them in the United States. Canada and Europe show zero new units remaining.
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Tesla's website no longer offers a configurator for either model. Instead, buyers can only browse the remaining pre-configured stock vehicles. The remaining units come with free DC fast charging at Tesla Superchargers and free lifetime Premium Connectivity.
Declining sales led to production shutdown
At those numbers, inventory could run out in weeks. The production halt is not surprising given the sales trajectory. Tesla stopped separating Model S and X sales in 2023. It lumped them into an “Other Models” category alongside the Cybertruck and Tesla Semi — a move that seemed designed to hide how badly S/X sales were falling.
Tesla's "Other Models" deliveries amounted to just 50,850 units for all of 2025. Deliveries fell very low (10,394) in the second quarter of 2025.
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The June 2025 “refresh” version — new paint color, front bumper camera, improved range and ambient lighting combined with a $5,000 price increase — didn’t help reduce the decline.
Competition with newer luxury EVs from Mercedes , BMW, Porsche , and Lucid is fierce, and things haven't gone well for the Tesla Model S and Model X. It's a bit sad, considering the Model S was the car that proved EVs could be desirable , fast, and practical . The Model X wasn't quite as successful, but it pushed the boundaries of what an electric SUV could be.
However, Tesla has put both vehicles on the back burner to focus on other things. While competitors have invested billions in luxury EV programs, the Model S and X have received minimal updates, and the Model 3 and Y have clearly been prioritized.
