Tesla(US:TSLA) Benzinga·2025-11-25 07:13Core Insights - Tesla's Full Self-Driving (FSD) system is seen as a pivotal factor for the company's future growth, with the potential to create a significant value shift in the automotive industry [1][2] - The autonomous driving lead is approaching an irreversible tipping point, which could result in "hundreds of billions" in value for Tesla over the next five years [2] - Tesla's stock is characterized as "a must own" by analysts, indicating strong confidence in its future performance [2] Tesla's FSD Technology - Tesla's FSD technology has not yet reached widespread consumer awareness, with less than 1% of Americans having experienced a self-driving car [2] - The rollout of FSD technology at scale is expected to "shock" the public, as many have already tested the Supervised FSD technology [2] - The recent FSD v14.3 update is anticipated to enable unsupervised FSD, which is considered a crucial advancement [4] Industry Dynamics - Tesla CEO Elon Musk stated that legacy automakers have declined licensing offers for FSD technology, risking their competitiveness in the autonomous driving sector [3] - Musk compared traditional car manufacturers to dinosaurs, emphasizing the urgency for them to adapt to new technologies [3] Technological Advancements - Tesla's AI chip-building capabilities are highlighted, with predictions that the company will produce more chips than any other chipmaker in the industry [6] - Collaboration between Tesla's hardware and software teams is cited as a key factor in the progress of chip development [6] Market Performance - Tesla's stock experienced a notable increase, surging 6.82% to $417.78 at market close and an additional 0.24% in after-hours trading [7] - The company scores well on Momentum and Quality metrics, while showing satisfactory Growth but poor Value [7]