Tesla FSD Approaches 7B Miles With 2.5B on Urban Streets

Core Insights - Tesla's Full Self-Driving (FSD) fleet has reached nearly 7 billion cumulative miles driven, highlighting significant advancements in FSD development through extensive real-world data collection [1][7] - Over 2.5 billion of these miles were driven on city streets, emphasizing the importance of urban data in enhancing FSD training [2][7] - The scale of Tesla's fleet allows for continuous real-world training of FSD, enabling updates that enhance vehicle performance to match experienced human drivers [3] Industry Developments - Tesla has recently launched Europe's first public shuttle service utilizing FSD (Supervised) in the rural Eifelkreis Bitburg-Prüm region of Germany, showcasing the technology's potential to improve mobility in areas with limited transportation options [4][7] Competitive Landscape - Tesla currently holds a Zacks Rank of 3 (Hold), while competitors such as General Motors (GM), OPENLANE (OPLN), and REV Group (REVG) have higher rankings of 1 (Strong Buy) [5] - The Zacks Consensus Estimate for GM's 2025 and 2026 EPS has seen improvements of 8 cents and 47 cents, respectively, indicating positive market sentiment [5] - OPLN's 2025 sales are projected to grow by 9.4%, with EPS estimates improving by 9 cents in the past 60 days [6] - REV Group's fiscal 2026 sales and earnings are expected to grow by 8.1% and 37.8%, respectively, with EPS estimates also showing upward revisions [6]