Tesla FSD safety probe escalation & catalyst stack
Key Questions
What is the NHTSA investigation into Tesla FSD?
Engineering analysis on 3.2M vehicles for FSD failures in sun/fog conditions, linked to 9 crashes and one fatality. Potential recall under review.
What were Tesla's Q1 delivery numbers?
Tesla delivered 358k vehicles, missing estimates with 50k inventory buildup. EV rotation ongoing versus RIVN and VinFast beats.
What is the analyst outlook for Tesla deliveries and price target?
Morgan Stanley forecasts 1.6M vehicles in 2026 with $415 PT. Robotaxi scaling seen as key driver.
What are Tesla's current key price levels?
TSLA holds AI support at $371.77 with resistance at $385. Macro factors like oil/gas pressures influence.
Any recent resolutions in Tesla self-driving probes?
NHTSA closed probe on 'Actually Smart Summon' crashes without recall. Separate FSD safety issues remain under escalation.
NHTSA closes Smart Summon probe (minor parking crashes fixed OTA, no recall)—eases overhang; ongoing 3.2M veh EA (sun/fog/9 crashes/fatality); Q1 deliv 358k miss; MS 1.6M 2026/$415 PT/robotaxi; $371.77 hold/$385 resist/oil/gas/EV rotation vs RIVN.