Forget the 1% TSLA Pop: Dutch FSD Data Just Handed Tesla Its Ticket to Europe’s $100B Mobility Market

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By: Christian Pierce

Tesla has been stuck in a clear growth rut for two years. EV sales have softened across most major global markets. Per-share earnings dropped from $3.12 in 2023 to $1.66 in 2025. Most investors had written off near-term upside for the stock, until this week’s new data dropped.
Tesla, Inc., TSLA
TSLA Stock Card
Tesla stock edged up 1% in early Tuesday trading to $413.20, opening at $408.95. The core catalyst is new Dutch FSD safety data showing 3.5x fewer collisions for users, giving Tesla tangible evidence for European regulatory approval. Cathie Wood posted footage of a smooth Tesla robo-taxi ride, joking about a $75 parking ticket from the trip. JPMorgan upgraded TSLA from underweight to neutral, lifting its price target to $475. Goldman Sachs and Deutsche Bank both have buy ratings on the stock. Institutions now own 66.2% of Tesla, with Norges Bank taking a new $17.1 billion stake and Vanguard growing its holdings 2.6% to 258 million shares. Q1 EPS hit $0.41, beating consensus by 2 cents, and China retail sales jumped 22% in May.
FSD costs $99 per month in the US, with 1.3 million subscribers at the end of Q1. A European FSD rollout will add millions of paid users almost immediately. The Austin robo-taxi service, launched a year ago, will scale across the EU once approvals land. All of Tesla’s measurable near-term growth will come from software and mobility services, not EV hardware sales.

Author bio: Christian Pierce, chief financial columnist and markets commentator covering automotive and tech public equities for 12 years.