Tesla’s European FSD Approval Could Catalyze Stock Rally
Tesla's strategic push into Europe with its Full Self-Driving technology marks a pivotal moment for the company's growth trajectory. The Netherlands' anticipated approval in February 2026 could serve as a springboard for broader EU adoption, leveraging the bloc's qualified majority voting mechanism. With only 12% of Tesla's global fleet currently using paid FSD, the untapped potential in key markets like Europe and China presents a compelling growth narrative.
The stock's 20% year-to-date gain to $455 reflects growing investor confidence, further bolstered by record Q3 2025 deliveries of 497,099 vehicles and $4 billion in free cash flow. Technical indicators suggest the rally may have room to run as Tesla continues its transition from an auto manufacturer to a mobility technology company.
