Overview
- Analyst Alexander Potter reiterated an Overweight rating and a $500 price target after hosting a discussion with the FSD Community Tracker’s designer.
- The tracker reports miles to critical disengagement rose from about 441 to over 9,200 with v14.1, marking the largest sequential gain in four years.
- Performance dipped slightly with v14.2, which also addressed early v14 stuttering and brake-stabbing issues reported by testers.
- Tesla expanded its European FSD test-ride program to Denmark and Switzerland following earlier launches in Germany, France and Italy.
- Elon Musk said v14.2 is less restrictive about drivers looking at their phones, drawing scrutiny over changes to driver monitoring.