Does Slovenia's FSD Approval Bring Tesla Closer to EU-Wide Approval?
Yahoo Finance ·
Tesla TSLA has secured official clearance for its Full Self-Driving Supervised system in Slovenia, marking the sixth European jurisdiction to authorize the driver-assistance software. CEO Elon Musk shared the update on X, as the company prepares for an imminent regional deployment. This milestone follows the Netherlands' provisional green light in early April as the first European Union nation to permit the technology. Industry observers note that an EU-wide authorization vote could occur as early as October 6. Meanwhile, Finland and Greece are currently reviewing potential approvals, and France has commenced vehicle testing following discussions with Musk. In corporate developments, Rivian Automotive RIVN introduced its Autonomy+ subscription package in December 2025, and Lucid Group LCID deployed over-the-air updates for its Lucid Gravity SUV in June. Financially, Tesla shares have declined 7.8% over the past six months, lagging behind the broader domestic automotive sector's 6% drop. Furthermore, the company trades at a forward price-to-sales multiple of 12.73, exceeding the industry average of 3.24, while consensus earnings estimates for 2026 and 2027 have recently been revised downward.
AI 시장 분석
Tesla has secured FSD (Supervised) approval in Slovenia, making it the sixth European country to grant authorization. Following temporary approval in the Netherlands in April, a vote for EU-wide approval is scheduled for October 6, raising expectations for the removal of regulatory barriers. This expansion of autonomous driving technology is analyzed to have a positive impact on the software revenue model transition for the electric vehicle industry, including Tesla.
상승 영향
- Electric Vehicles — Acceleration of autonomous driving software monetization driven by Tesla's FSD approval in Slovenia and expectations for the October EU-wide approval vote.
DYAX 전담 분석
Slovenia's approval of Tesla FSD and the impending October vote for EU-wide approval could act as a catalyst for expanding subscription-based autonomous driving service revenue in the European market. Regulatory easing movements, such as France initiating tests, are factors providing momentum for a rebound in TSLA's stock price.
In a bullish scenario, the passage of EU-wide approval could surge software revenue and alleviate valuation burdens, while in a bearish scenario, market concerns regarding strict safety verification delays or the high forward P/S multiple of 12.73x may persist. The EU voting result on October 6 and whether additional countries grant approval are key monitoring indicators.
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