/ February 6, 2026 Tesla is undergoing a fundamental strategic shift. Fresh reports suggest the company may be moving away from its traditional vehicle manufacturing faster than anticipated, clearing the deck for a new focus on robotics and artificial intelligence. As investors process recent revenue declines, CEO Elon Musk is steadfastly redirecting the company’s focus toward autonomous systems. Financial Pressure Amid Transition This radical pivot is occurring against a backdrop of economic strain. Tesla’s shares recently dipped below the $400 threshold, finding a temporary floor around $397 ahead of February 6th. This movement follows the company’s first-ever year-over-year revenue drop. For the fourth quarter of 2025, earnings fell approximately 3% to $24.9 billion. Concurrently, in the U.S. market, Tesla is testing its pricing resilience. Analyses from CarsDirect indicate a slight increase in leasing rates for the Model Y Premium, interpreted as an effort to gauge pricing power in a challenging environment. The valuation of Tesla stock now hinges more critically than ever on the successful execution of these future-focused bets. Investors face the central question of whether the slowdown in the core automotive business can be offset by the potential of robotaxis and the Optimus robot before these new ventures generate substantial profit. The Optimus Production Timeline Significant news emerged for investors anchored to the traditional automotive narrative. According to a report from Benchmark Mineral Intelligence, production of the flagship Model S and Model X vehicles could be phased out by the conclusion of the second quarter in 2026. The strategic rationale appears clear: the capacity freed up at the Fremont factory is reportedly slated for manufacturing the humanoid “Optimus” robot.