Tesla commemorates last Model S, Model X deliveries

Tesla staged an invite-only delivery event on May 20 for the last Model S and Model X vehicles, ending sales of the two oldest nameplates in its lineup. Stocktwits, citing a Tesla post on X, reported the handoffs would stream live from the Fremont Factory in California at 5 p.m. Pacific. The event centered on “Signature” limited-edition vehicles that Tesla has been using to close out the two premium models. Tesla has not issued a standalone press release on the event, but company and investor materials show the Model S and Model X lines were already being wound down. ### How many vehicles were part of the farewell run? Stocktwits reported the Signature series was limited to 350 vehicles worldwide. That included 250 tri-motor Model S Plaids and 100 six-seat Model X Plaids, according to the report. The outlet said Tesla described the run as invite-only and showed the vehicles in an exclusive Garnet Red finish with gold Tesla badging and Signature branding. (stocktwits.com) Autoblog separately reported last month that Tesla priced the Signature editions at about $159,000. Stocktwits said the vehicles were sold with Tesla’s Luxe Package, including lifetime Full Self-Driving (Supervised), free Supercharging for life, and four years of Premium Connectivity and service, along with a one-year no-resale agreement. (stocktwits.com) ### Did Tesla already stop taking regular Model S and Model X orders? Tesla’s U.S. order page still showed new Model S inventory on May 20, but the company’s recent actions indicate the custom-order phase had already ended. Third-party Tesla-focused outlets reported in April that Tesla removed custom orders for the Model S and Model X and shifted buyers to remaining inventory. (autoblog.com) Elon Musk had already framed the decision as part of a broader product shift. Stocktwits quoted Musk as saying on Tesla’s fourth-quarter earnings call: “It is time to bring the S/X programs to an end. It’s part of our overall shift to an autonomous future.” Reuters could not independently locate the full call transcript in the material reviewed here, but Tesla’s first-quarter update said the company was preparing Fremont lines for other programs. (tesla.com) ### What did Tesla say those Fremont lines will be used for? Tesla said in its first-quarter 2026 update that its “first-generation line” for Optimus would replace the Model S and Model X lines in Fremont. The filing said that line was designed for 1 million robots a year, while a second-generation line was being prepared in Texas with a long-term annual capacity target of 10 million robots. (stocktwits.com) The same quarterly materials showed how small the remaining premium-vehicle bucket had become inside Tesla’s overall business. Tesla said it delivered 358,023 vehicles in the first quarter, including 16,130 in the “Other Models” category that groups Model S, Model X and other lower-volume vehicles. Stocktwits reported that Model S, Model X and Cybertruck together accounted for 3% of Tesla’s global deliveries in 2025. (assets-ir.tesla.com) ### Why do these two models matter inside Tesla’s history? Tesla said on its website that the first Model S deliveries began in 2012 and the first Model X units rolled off Fremont lines in 2015. In a January update to a June 2025 product post, Tesla said the vehicles introduced features that later spread across the industry, including a large center touchscreen, over-the-air software updates, fast charging and app-connected diagnostics. (ir.tesla.com) Those details help explain why Tesla turned the final handoffs into a ceremony rather than a routine retail delivery. Stocktwits reported that retail sentiment on its platform remained in bullish territory over the previous 24 hours, with message volume at normal levels. (tesla.com) ### What happens after the ceremony? Tesla said the May 20 event would stream from Fremont at 5 p.m. Pacific. As of May 20, Tesla’s website still showed new inventory listings for Model S, indicating some already-built vehicles may remain available even as the Signature handoffs mark the formal end of the line. (stocktwits.com)