Tesla Kills Legacy Models: Analyst Response Is Meh

Red Tesla EV plugged into a Supercharger with Tesla logo, highlighting the company’s EV business pivot. Key Points Tesla’s plan to pause Model S and Model X production is likely a small revenue hit but could meaningfully change the margin mix. The Optimus robots pivot could create a new growth pillar, but it also raises near-term execution, CapEx, and cash-burn risks. Analyst targets remain mixed, and institutional buying may be a key swing factor for the stock’s direction in 2026. Interested in Tesla ...