Tesla(US:TSLA) Benzinga·2025-10-10 07:47Core Viewpoint - The ongoing NHTSA probe into Tesla's Full Self-Driving (FSD) system may ultimately benefit the company, as it highlights Tesla's unique position in consumer autonomy [1][2]. Group 1: NHTSA Probe and Its Implications - The NHTSA investigation is set to recall over 2.8 million vehicles due to more than 60 traffic violations and 14 accidents over an undisclosed period, likely spanning over a year [2]. - The ratio of the 14 accidents to the number of U.S. accidents per month is approximately 0.000028% [2]. - The probe is not seen as a direct attack on Tesla but rather a reflection of the company's leading role in the autonomous driving sector [2]. Group 2: Public Perception and Company Image - The investor Gene Munster believes that the scrutiny from NHTSA is a positive step towards pushing autonomous technology and that Tesla's efforts to enhance traffic safety should be recognized [3]. - Gary Black from Future Fund LLC emphasized the need for Tesla to improve its public relations to navigate regulatory challenges effectively [5]. Group 3: Legal Challenges - Tesla is currently facing multiple lawsuits related to its FSD system, including a class action lawsuit in California and a lawsuit from investors [4]. - A notable lawsuit involves Tesla owners in China, who claim the company did not deliver promised autonomous driving capabilities [4]. - Tesla recently settled a case for $243 million related to a fatal accident involving a vehicle on autopilot [4]. Group 4: Regulatory Environment - Jonathan Morrison, nominated to lead NHTSA, has called for stricter oversight of autonomous driving companies during his Senate confirmation hearing [6]. - Tesla is noted to perform well in Momentum and Growth metrics, while its Value metric is considered poor [6].