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Ford F-150 Lightning dealer demo units begin to flood lots outside of Dearborn

Credit: Nickbommer | f150lightningforum

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Ford’s introductory all-electric pickup, the F-150 Lightning, recently began production, and finished units are flooding parking lots near the automaker’s Dearborn production plant, preparing to make their way to dealerships as demo vehicles.

Ford has already warned dealers of a hefty fine that will come their way if the demo units are sold to customers, so these will more than likely not end up in the hands of the public. However, F-150 Lightning units are preparing to make their way to dealerships, as a Ford dealer told Teslarati recently that they are expected to receive their demo unit in the coming days.

With that being said, Ford is preparing to ship these demo units to dealers, and production units are already filling up lots near the automaker’s Dearborn, Michigan, manufacturing facility. A member of the F-150 Lightning Forum shared several photographs of demo units ready to head to dealerships around the country, flooding parking lots near the plant.

According to Nickbommer, who shared the photographs on the forum, the window stickers were blue, which is how we know these vehicles will be utilized as demo units for the dealerships. Customer orders produced typically have a green window sticker, those familiar with Ford’s production processes said.

While Ford dealers have hiked up prices of the initial F-150 Lightning units against Ford’s wishes, we are not aware that any actual customer-built production models of the pickup have made their way to dealerships. Deliveries will likely begin soon based on a video shared by Ford’s CEO Jim Farley last week and the vehicle receiving the “Ok-to-Buy” certification.

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Ford F-150 Lightning unveiled: Price, Release date, Range, Features and more

The F-150 Lightning comes in varying trims that start as low as $40,000 for the Pro Series, which will be the first trim level to ship. It also has a wide variety of range ratings and towing capacities that will fit nearly any use of the vehicle, including construction applications or regular and routine driving activities. The F-150 Lightning Pro SR has 230 miles of range, the lowest of the seven configurations. The F-150 Lightning Lariat ER and Pro ER Fleet Edition both pack 320 miles of range, the highest of any configuration.

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla scores major court win as judge rejects race bias class action

The ruling means the 2017 lawsuit cannot proceed as a class action because plaintiff attorneys were unable to secure testimony commitments from at least 200 workers.

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Credit: Tesla

Tesla scored a significant legal victory in California after a state judge reversed a class certification in a high-profile race harassment case involving 6,000 Black workers at its Fremont plant. The ruling means the 2017 lawsuit cannot proceed as a class action because plaintiff attorneys were unable to secure testimony commitments from at least 200 workers ahead of a 2026 trial, a threshold the judge viewed as necessary to reliably represent the full group.

No class action

In a late-Friday order, California Superior Court Judge Peter Borkon concluded that the suit could not remain a class action, stating he could not confidently apply the experiences of a much smaller group of testifying workers to thousands of potential class members. His ruling reverses a 2024 decision by a different judge who had certified the case under the belief that a trial of that size would be manageable, as noted in a Reuters report.

The lawsuit was originally filed by former assembly-line worker Marcus Vaughn, who alleged that Black employees at Tesla’s Fremont factory were exposed to various forms of racially hostile conduct, including slurs, graffiti, and instances of disturbing objects appearing in work areas. Tesla has previously said it does not tolerate harassment and has removed employees found responsible for misconduct. Neither Tesla nor the plaintiffs’ legal team immediately commented on the latest ruling.

Tesla’s legal challenges

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While the decertification narrows the scope of this particular case, Tesla still faces additional litigation over similar allegations. A separate trial involving related claims brought by a California state civil rights agency is scheduled just two months after the now-vacated class trial date. The company is also contending with federal race discrimination claims filed by the U.S. Equal Employment Opportunity Commission, alongside several individual lawsuits it has already resolved.

For now, the reversal removes the large-scale exposure Tesla would have faced in a unified class trial, shifting the dispute back to individual claims rather than a single mass action. The case is Vaughn v. Tesla, filed in Alameda County Superior Court.

@teslarati With a pedestrian in the crosswalk, Tesla Full Self-Driving shows off its courtesy. Human drivers? Not so much. #tesla #teslafsd #fullselfdriving ♬ AMERICAN HEART – Maxwell Luke
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Tesla Holiday Update is incoming, and the wishlist is Merry and Bright

There are a handful of big wishes, and we’ve seen a lot of different requests out there based on what owners are saying on social media. Nevertheless, what Tesla should bring and what Tesla will bring are two different things.

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Tesla’s Holiday Update is going to be on its way soon, and although we have no idea what the company is planning to implement into vehicles with the 2025 iteration.

However, the wishlist is extensive, and owners are hoping to get a vast array of new features, both useful and artificial. That’s the fun thing about owning a Tesla — not everything is necessary, and it’s okay for your car to be fun.

There are a handful of big wishes, and we’ve seen a lot of different requests out there based on what owners are saying on social media. Nevertheless, what Tesla should bring and what Tesla will bring are two different things.

In past years, Tesla has brought both useful things and fun things with the Holiday Update. The Custom Lock Sound, new Light Shows, and even High Fidelity Park Assist have all come in past updates, among many other things. But for 2025, people want even more, and here’s what we have seen most frequently thus far:

More Streaming Platforms

This is a personal request of ours, and it’s something that we feel is long overdue.

Sure, Netflix, Disney+, and Hulu are all great — but there’s a lot of meat left on that bone. HBOMax, Paramount+, and even YouTube TV would be a great option for those of us who have subscriptions and want to watch Live Events while Supercharging or eating in our cars.

The fact that Tesla has not added more platforms to its in-car Theater in a few years has been, dare I say, disappointing?

Full Self-Driving for Europe

This is something not even Santa can help with. Although his Elves are known for their high productivity, we’re not even sure they could convince European regulators to open the door for FSD’s entrance into the market.

Tesla deploys Unsupervised FSD in Europe for the first time—with a twist

FSD is definitely capable of handling European driving conditions, but regulators are truly dragging their feet through the mud with the approval process. Tesla has tested FSD in several countries in Europe, but nothing has been set in stone yet.

Deeper Grok Integration

Many owners have said something about how Grok is truly not super in-tune with the vehicles. This is something any owner will experience.

It seems Grok should be capable of handling all in-car requests; everything from changing the A/C to a specific temperature to adding a stop within the Navigation should be handled by Grok.

Instead, Grok cannot handle those things currently. You have to speak to the car itself using the microphone button on the steering wheel.

Interestingly, some vehicles already have the Grok logo replacing the microphone. It is likely the most realistic request of all.

‘Learn’ Mode for Full Self-Driving Arrival Options

Although it is great for public destinations, FSD still does not allow you to choose a set parking spot at your residence. It also does not allow you to choose preferences for parking in large parking lots.

Renters, and even those who live in purchased townhomes, often have assigned parking spots. Full Self-Driving v14 has done a great job of doing half the work, but there have been too many times when I’ve arrived home, the car pulls me into a spot, and I’m forced to manually back out and park in my assigned space.

Many people also do not like to park toward the entrance of a store, me included. Parking away from the front of a store eliminates parking congestion and usually is a safer bet for your vehicle to keep from being dinged by careless drivers who swing their doors open.

Navigation Adjustments

Sometimes you don’t want to turn left on the street the navigation chooses. Maybe you want to go a block down and check out that new Portuguese restaurant that just opened on the way to your next destination.

This is only possible currently by inputting a waypoint that would take you that way. Instead, the center screen could be opened, and the driver should be able to select an alternative route by simply touching a street they’d rather travel on.

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Investor's Corner

Tesla wins $508 price target from Stifel as Robotaxi rollout gains speed

The firm cited meaningful progress in Tesla’s robotaxi roadmap, ongoing Full Self-Driving enhancements, and the company’s long-term growth initiatives.

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Credit: Joe Tegtmeyer/X

Tesla received another round of bullish analyst updates this week, led by Stifel, raising its price target to $508 from $483 while reaffirming a “Buy” rating. The firm cited meaningful progress in Tesla’s robotaxi roadmap, ongoing Full Self-Driving enhancements, and the company’s long-term growth initiatives. 

Robotaxi rollout, FSD updates, and new affordable cars

Stifel expects Tesla’s robotaxi fleet to expand into 8–10 major metropolitan areas by the end of 2025, including Austin, where early deployments without safety drivers are targeted before year-end. Additional markets under evaluation include Nevada, Florida, and Arizona, as noted in an Investing.com report. The firm also highlighted strong early performance for FSD Version 14, with upcoming releases adding new “reasoning capabilities” designed to improve complex decision-making using full 360-degree vision.

Tesla has also taken steps to offset the loss of U.S. EV tax credits by launching the Model Y Standard and Model 3 Standard at $39,990 and $36,990, Stifel noted. Both vehicles deliver more than 300 miles of range and are positioned to sustain demand despite shifting incentives. Stifel raised its EBITDA forecasts to $14.9 billion for 2025 and $19.5 billion for 2026, assigning partial valuation weightings to Tesla’s FSD, robotaxi, and Optimus initiatives.

TD Cowen also places an optimistic price target

TD Cowen reiterated its Buy rating with a $509 price target after a research tour of Giga Texas, citing production scale and operational execution as key strengths. The firm posted its optimistic price target following a recent Mobility Bus tour in Austin. The tour included a visit to Giga Texas, which offered fresh insights into the company’s operations and prospects. 

Additional analyst movements include Truist Securities maintaining its Hold rating following shareholder approval of Elon Musk’s compensation plan, viewing the vote as reducing leadership uncertainty.

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@teslarati Tesla Full Self-Driving yields for pedestrians while human drivers do not…the future is here! #tesla #teslafsd #fullselfdriving ♬ 2 Little 2 Late – Levi & Mario
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