According to Sawyer Merritt on Twitter, Piper Sandler’s Alex Potter reports that Tesla’s Full Self-Driving (FSD) technology is nearing true unsupervised capability. During a discussion with the designer of the FSD Community Tracker, it was revealed that the core metric—miles to critical disengagement—improved by more than 20 times after the release of FSD v14.1.x in October, rising from 441 miles to over 9,200 miles. This represents the largest sequential improvement seen in four years of data, indicating significant advancements in Tesla’s AI-driven autonomous driving systems. The rapid progress and subsequent performance fluctuations in v14.2.x have heightened investor interest, highlighting new business opportunities and competitive advantages for AI-powered mobility solutions. Piper Sandler maintains an Overweight rating and a $500 price target for TSLA, reflecting strong confidence in Tesla’s AI innovation trajectory (source: Sawyer Merritt on Twitter).

According to Sawyer Merritt, TD Cowen analyst Itay Michaeli reaffirmed a Buy rating and a $509 price target for Tesla after personally experiencing Tesla's robotaxi service in Austin, Texas. The analyst highlighted that the autonomous driving system demonstrated advanced AI capabilities by effectively navigating two complex real-world scenarios, underscoring Tesla's leadership in AI-powered self-driving technology. This positive assessment signals growing business opportunities for fully autonomous ride-hailing services and strengthens Tesla's competitive position in the AI mobility market (source: Sawyer Merritt on Twitter).