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Tesla's full self-drive adoption tops 55%, boosting paid subscriptions 56% YoY to 1.48M.

Market News
18 Sep 2026
Seeking Alpha
View Source
Bullish
Tesla's full self-drive adoption tops 55%, boosting paid subscriptions 56% YoY to 1.48M.

Tesla, Inc. is increasingly becoming a software-driven company, with over 55% of new vehicle deliveries in North America now adopting its full self-drive (FSD) system. The company's paid FSD subscriptions have grown 56% year-over-year, reaching 1.48 million users, highlighting strong monetization of its autonomous driving platform. While Tesla's stock is not considered very cheap, its potential as a software revenue source supports a cautious, incremental buying strategy. Tesla's large cash reserves and ongoing vehicle production provide a solid base for future growth driven by software services.

Tesla's market capitalization stands at $1.45 trillion as of September 19, 2026, 03:11 WIB, reflecting its significant scale in the consumer cyclical sector. On Pluang, Tesla shares are trading at USD 364.10 with a slight 0.52% decline in the past day, while the platform shows a 70% sell and 30% buy order activity. The typical holding period for Tesla stock on Pluang is 87 days, indicating moderate investor engagement despite recent price softness.

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