The electric vehicle maker's shares are near record highs as Wall Street focuses on the company's plans for robots and self-driving cars. ...

Regulatory Compliance - California regulators granted Tesla 90 days to meet compliance requirements [1] - An administrative law judge determined Tesla deceived consumers by falsely implying its cars are fully self-driving [1] Legal Implications - Tesla faces potential penalties for misleading advertising regarding its autonomous driving capabilities [1]

With Tesla so close to unsupervised robotaxis and Waymo now operating in 5 cities with plans to double next year, big investors are paying attention!@WaltLightShed explains that self-driving is still early and misunderstood, but it can make travel safer, cheaper, and more efficient, and change how we live and work! $TSLA ...

FSD Performance & Advancements - Tesla's FSD is rapidly improving, potentially surpassing human driving capabilities in many scenarios [1][2][3] - Emergency response feature now pulls the car over and activates hazard lights, improving safety for drivers with medical conditions and enabling potential robo-taxi functionality [5][6] - Driver monitoring has been relaxed, allowing for more comfortable use of the center screen and phone, indicating increased confidence in FSD [6][7] - Camera visibility issues related to sun glare and take-over requests have been significantly reduced [8][9] FSD Regressions & Issues in Version 142% - Parking performance has regressed, with the system struggling to park correctly and exhibiting illogical parking choices [16][17][18][19] - Navigation accuracy has declined, with the car randomly abandoning its route, potentially due to the integration of vision-based neural networks for real-time handling of blocked roads [21][22][23][24] - Increased passiveness in certain situations, such as yielding to cyclists and pedestrians even when not necessary, leading to potential safety risks and driver frustration [25][26][27][28] Speed Control & Mapping Challenges - Speed control remains a significant issue, with the car often driving too fast, especially when speed limits suddenly drop [30][31][32] - Tesla's solution of capping speed at 5 mph over the limit doesn't address the core problem, as it's too fast in low-speed zones and too slow when speed limits are broken [34][35][36][37] - Inaccurate maps and navigation continue to be a problem, with the car making illegal turns or taking inefficient routes, despite repeated reporting [41][42][43][44][45] Logic & Camera Issues - FSD exhibits a lack of logic in certain situations, such as choosing inappropriate parking spots or failing to follow simple directional signs [46][47][48][49] - Camera visibility issues, specifically off-gassing, affect FSD performance by causing sun glare and take-over requests [51][52][53]

AccurateThe Wall Street Journal (@WSJ):The first time I let the vehicle take control, something shifted. As the car guided itself through traffic, I felt tension melt away https://t.co/cQUhZQOP5x ...

Tesla self-drivingHans C Nelson 🗽 (@HansCNelson):Had my first LOOONG road trip experience on V14 over the past week.It drove over 99.9% of all the miles for the whole trip.Holy smokes. It was so good!I don't care how fast an ICE car can fuel up.I NEVER want to drive that far without @tesla FSD again. https://t.co/GJyFRGMZN0 ...

Core Viewpoint - Tesla is transitioning from an electric vehicle (EV) manufacturer to a self-driving transport service provider, highlighted by the launch of its robotaxi service [1] Financial Performance - Tesla's stock has decreased by 5.7% over the past month but has gained 20.5% over the past year and 25.6% over the last six months [2] - The company's third-quarter total revenues increased by 12% year-over-year to $28.10 billion, surpassing Wall Street expectations of $26.37 billion [10] - Automotive revenues grew by 6% year-over-year to $21.21 billion, while non-GAAP EPS declined by 31% to $0.50, missing the expected $0.54 [10] - Analysts project a 50% year-over-year decline in EPS for Q4, with an annual decrease of 44.1% for the current year, followed by a 64.9% improvement in the next year [11] Market Position and Competition - Tesla's market capitalization stands at $1.43 trillion, but it faces increasing competition from established automakers and emerging EV companies [3] - The company is experiencing weakening demand in Europe, with significant drops in vehicle registrations in key markets like France and Sweden [4] - In China, Tesla's sales hit a three-year low in October but rebounded by 9.9% in November due to the introduction of a new Model Y variant [7] Strategic Initiatives - Tesla is focusing on integrating advanced technology and automation in its production processes to enhance efficiency [3] - The company is also investing in semiconductor production, with plans for new AI chips to be used in vehicles and robots [8] Analyst Ratings and Price Targets - Mizuho analyst reiterated an "Outperform" rating but lowered the price target from $485 to $475, citing potential EV subsidy cuts [12] - Stifel analyst increased Tesla's price target from $483 to $508 while maintaining a "Buy" rating, highlighting growth potential from full self-driving and robotaxi services [13] - Overall, Wall Street analysts have a cautious stance with a consensus "Hold" rating, and the average price target of $385.69 indicates a 10.2% downside from current levels [14]

Autonomous Driving Development - Tesla anticipates enabling texting while driving in the next one to two months, viewing it as a catalyst for robo-taxi demand due to the convenience it offers [1][2] - The move towards allowing texting while driving signals progress towards unsupervised full self-driving software [2] - Tesla is aiming to remove the operator from the vehicle in select areas of Austin within the coming months, further indicating a push towards full autonomy [3] Safety Concerns - Industry acknowledges the inherent dangers of texting while driving [2]

Company Performance & Valuation - Tesla's valuation will significantly change with the advent of unsupervised self-driving at scale [1] - An even larger valuation change is expected when Optimus reaches volume production [1]

Analyst Rating - TD Cowen maintains a Buy rating on Tesla with a price target of $509 [1] - TD Cowen expresses increased confidence in Tesla's self-driving plans after testing FSD v14 [1] Autonomous Vehicle Development - TD Cowen estimates Cybercab operating costs could be approximately $0.30 per mile, lower than previous expectations [1] - Tesla anticipates Cybercab production to begin in April 2026, indicating confidence in scaling robotaxis on Hardware 4 [2] - Autonomous vehicles could become a significant revenue source for Tesla by late 2026 [2]