Reuters Investigation Questions Tesla's Full Self-Driving Safety Claims
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 28 2026
0mins
A Reuters investigation reports that Tesla's "Full Self-Driving" safety claims rely on flawed methodology and internal concerns about system reliability, including skepticism from former data labelers and engineers regarding its real-world driving performance, Chris Kirkham and Rachael Levy report. Reuters found that the safety claims were based on a flawed comparison that may have overstated performance by roughly a factor of three, because Tesla compared airbag deployment crashes in its vehicles against broader federal tow-truck crash data that already includes less severe incidents and does not align on equivalent severity thresholds.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to fall
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 411.840
Low
25.28
Averages
401.93
High
600.00
Current: 411.840
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Revenue Structure Shift: By 2025, Tesla's automotive revenue is projected to reach $69.5 billion, accounting for 73% of total revenue, yet CEO Elon Musk aims to transition the business from one-time sales to a more sustainable revenue model, highlighting the need for strategic transformation.
- Technological Innovation Progress: Tesla is advancing its autonomous driving and robotics technologies, planning to produce 1 million robots annually at its Fremont factory, with Musk suggesting this could elevate the company's market cap to $25 trillion, though the uncertainty of timelines may impact future financial performance.
- Market Expectations and Valuation: With a staggering price-to-earnings ratio of 347, the market holds high hopes for Tesla's profitability, but if the company fails to rapidly commercialize its Robotaxi service and scale Optimus production over the next five years, investor patience may wane, adversely affecting stock performance.
See More
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- Investment Opportunity: Amid the downturn in tech stocks, the Invesco S&P 500 Equal Weight ETF offers investors a more balanced market exposure, particularly appealing to those unsettled by the influence of large tech companies, potentially leading to higher returns in the future.
- Volatility Management: The design of the Equal Weight ETF effectively reduces overall market volatility caused by fluctuations in individual large-cap stocks, allowing investors to pursue returns while better managing risk.
See More
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- ETF Investment Advantage: The Invesco S&P 500 Equal Weight ETF mitigates the over-concentration of large tech stocks by equally weighting all constituents, historically outperforming the traditional S&P 500 over the past 20 years, demonstrating its stability during market fluctuations.
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See More
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See More
