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Tesla’s new Model S and X spotted, but they leave a lot to be desired

The Model S and Model X testing mules spotted by The Kilowatts have few minor visual changes.

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Credit: Tesla

Tesla has been hinting for a few months now that the flagship Model S and Model X would be getting some attention in 2025 as the vehicles continue to be sold in extremely low volumes.

Both models seem to be under the knife, especially as their newest versions were spotted in California earlier this week.

However, images of the vehicles seem to show that Tesla is not planning a major overhaul, which begs the question: why even do it in the first place?

Tesla makes a decision on the future of its flagship Model S and Model X

The Model S and Model X are grouped with the Cybertruck in Tesla’s quarterly delivery releases, and Q1 saw just 12,881 units of the three cars delivered. The Cybertruck likely made up the majority of this number, as some outlets reported around 6,400 deliveries of the all-electric pickup in Q1.

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This is unconfirmed.

The Model S and Model X have stuck around for “sentimental reasons,” according to CEO Elon Musk, who said back in 2021:

“I mean, they’re very expensive, made in low volume. To be totally frank, we’re continuing to make them more for sentimental reasons than anything else. They’re really of minor importance to the future.”

However, the cars seem to be in need of a serious refresh. As Tesla changed up the exterior aesthetic on both the Model 3 and Model Y, recent images captured of the Model X by The Kilowatts seem to show this is not the strategy with the Model X or Model S:

As we can see, the overall aesthetic of the X, if this is what Tesla plans to release, has literally no changes from a purely visual standpoint. There is the addition of the front bumper camera, which was first implemented on the Cybercab unveiled in October 2024, and then on the new Model Y this year.

There are some new 20″ wheels, and the interior has been fitted with ambient lighting.

The Model S looked to be relatively the same, other than these few hardware changes, including a rear diffuser on this Plaid that was spotted:

While these changes are welcome and should be beneficial, they don’t seem like they will encourage major sales growth, which might be something Tesla is okay with.

Admitting the two cars are low volume and not contributors to the company’s long-term goals, Musk is likely willing to just upgrade things to make these more compatible and better functioning with the Full Self-Driving suite.

Earlier this year, VP of Vehicle Engineering Lars Moravy said the S and X were not going anywhere and would get “some love” before the end of 2025:

Just give it a minute. We’ll get there. The upgrade a couple of years ago was bigger than most people thought in terms of architecture and structure of the car got a lot better, too. But, we’ll give it some love later this year and make sure it gets a little bit…you know, with the stuff we’ve been putting in 3 and Y. Obviously, with 3 and Y, the higher volume stuff, you’ve gotta focus there.”

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It seems these strategies have held true — the S and X appear to be getting what the 3 and Y got with the ambient lighting and front bumper camera (at least on the Model Y).

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 gets new Street-high price target with high hopes for autonomy domination

“We believe Tesla could reach a $2 trillion market cap early 2026 in a bull case scenario and $3 trillion by the end of 2026 as full-scale volume production begins of the autonomous and robotics roadmap.”

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Credit: Tesla Europe and Middle East | X

Tesla (NASDAQ: TSLA) received a new Street-high price target from Wedbush’s Dan Ives today, who cited high hopes for the company’s prowess in the autonomous sector.

Ives boosted his price target from $500 to $600 today, reflecting the firm’s view that “an accelerated AI path for the company is now on the horizon and investors are underestimating the transformation underway at the company.”

In a new note written to investors on Friday, Ives cited that Tesla’s next stage of growth has arrived as Elon Musk has re-entered his role as a “wartime CEO,” which gives the company a huge advantage over its competitors.

Musk, when fully committed to Tesla, does his best work, and Ives believes the company’s mark on the autonomous sector will continue to expand with the help of the Trump White House.

He wrote:

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“Musk is now driving Tesla into its next stage of growth as ‘wartime CEO,’ and we expect Robotaxis to be rolled out aggressively to over 30 US cities within the next year. We estimate the AI and autonomous opportunity is worth at least $1 trillion alone for Tesla, and we fully expect under a Trump White House over the coming yea,r these key initiatives will now get fast-tracked as the federal regulatory spiderweb that Musk & Co. have encountered over the past few years around FSD/autonomous clears significantly under Trump. Trump wants the US to stay ahead of China in this AI Arms Race, and autonomous is a key factor in who wins AI….with Tesla playing a major role on Robotaxis.”

Most of the note focused on the long-term outlook for Tesla, which is where some of the most drastic claims were made, including ones that estimated a monstrous valuation for the company moving forward.

Ives said Wedbush is under the impression that Tesla could reach a $2 trillion market cap as early as the beginning of 2026 and a $3 trillion valuation by the end of the year. This growth will be primarily driven by the AI portion of the company’s projects:

“We believe Tesla could reach a $2 trillion market cap early 2026 in a bull case scenario and $3 trillion by the end of 2026 as full-scale volume production begins of the autonomous and robotics roadmap. The AI valuation will start to get unlocked in the Tesla story, and we believe the march to an AI-driven valuation for TSLA over the next 6-9 months has now begun in our view with FSD and autonomous penetration of Tesla’s installed base and the acceleration of Cybercab in the US representing the golden goose for Musk & Co.”

In the near term, the only true issue at hand is deliveries, which Tesla should likely have a strong quarter thanks to the removal of the $7,500 EV tax credit. Ives says he expects a beat of Q3 numbers, driven by an “improving demand out of China.”

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He also said that while he expects this quarter to be strong, Tesla should aim to return to a run-rate of 500,000 deliveries every quarter, equating to approximately 2 million units per year. This will be driven by new, more affordable models, with the tax credit going away:

“On the near-term delivery front we are seeing a stabilization of demand globally that should enable Tesla to beat the Street’s 3Q delivery number with improving demand out of China. Getting back to a ~500k quarterly run-rate will be important as Tesla now looks to introduce new models to its customer base in 2026. There continues to be weak pockets in Europe but we believe Tesla is now starting to see signs of improvement in demand with a stronger growth trajectory into 2026.”

Tesla shares are up over 1.7 percent so far today, trading at around $430.

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Astra CEO shades SpaceX over employee workload and Starbase

Elon Musk once stated that no one ever changed the world working just 40 hours a week.

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Credit: SpaceX

Elon Musk once stated that no one ever changed the world working just 40 hours a week. This was something that is openly known among his companies. They have the potential to change the world, but they require a lot of hours.

SpaceX’s working environment was recently criticized by Chris Kemp, the chief executive officer of Astra. During some remarks at the Berkeley Space Symposium 2025 earlier this month, Kemp shared some sharp remarks about the Elon Musk-led private space enterprise.

SpaceX working conditions and Starbase

As noted in a report from Ars Technica, Kemp discussed a variety of topics during his talk. These included Astra’s successes and failures, as well as his thoughts on other players in the spaceflight industry. To be fair to Kemp, he practically shaded every major rival, calling Firefly’s engine “garbage,” dubbing Blue Origin as slow, and stating that Rocket Lab’s Electron rocket is “too small.”

SpaceX also received some colorful words from the Astra CEO. According to Kemp, SpaceX is leading the way in the spaceflight industry and Elon Musk is admirable in the way that he is willing to fail in order to move quickly. He did, however, highlight that Astra offers a significantly better working environment than SpaceX.

“It’s more fun than SpaceX, because we’re not on the border of Mexico where they’ll chop your head off if you accidentally take a left turn. And you don’t have to live in a trailer. And we don’t make you work six and a half days a week, 12 hours a day. It’s appreciated if you do, but not required,” Kemp said.

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Elon Musk’s demands

It is known that Elon Musk demands quite a lot from his employees. However, it is also known that Musk-led companies move very fast and, in more ways than one, they have accomplished world-changing feats. Tesla, for example, has practically ushered in the era of the modern electric vehicle, and SpaceX has made space attainable through its reusable rockets. With this in mind, employees at Musk’s companies, and this of course includes SpaceX, are likely proud of their long work hours. 

No one could probably go to Mars in this lifetime with a team that really works just 40 hours a week, after all.

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Tesla Model Y makes dramatic comeback in Sweden with 492% rise in registrations

The rebound marks a sharp turnaround for the electric vehicle maker.

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Credit: Tesla China

Tesla registrations in Sweden surged in September, with the Model Y climbing back to the top spot among fully electric vehicles in the country. The rebound marks a sharp turnaround for the electric vehicle maker, with new Model Y figures showing an impressive 492% increase compared to August.

Strong rebound after difficult year

The Model Y had previously slipped to fourth place in Sweden’s rankings, and even with incentives such as zero-interest financing, momentum had been challenged throughout much of the year. That is, at least, until now, with September’s results suggesting a notable recovery for the best-selling Model Y.

Data from Car.info indicates that the Model Y has become Sweden’s most newly registered car in September. Compared to August’s figures, September’s Model Y registrations have seen a stunning 492% rise. It should be noted, however, that year-over-year registrations are still down in the country, as noted in a CarUp report.

European production sees positive trend

Tesla executives have pointed to the company’s broader strength in Europe. Gigafactory Berlin head André Thierig told German outlet dpa that sales have improved enough to prompt revised production targets for the third and fourth quarters. “We currently have very good sales figures and have therefore revised our production plans,” Thierig said, noting that the factory is operating at full capacity.

Apart from the Model Y’s momentum, used Teslas are also starting to see positive trends in Sweden. As per recent reports, electric car dealer Carla, which has grown into Sweden’s second-largest used EV retailer, Tesla resale values jumped nearly 10% between June and August. So notable was the rise in consumer interest in used Teslas that the vehicles ended up helping Carla rebound into profitability.

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